Open-source models surge in corporate earnings discussions
Source: Financial Times (paywall)
Mentions of open-source AI in US earnings calls jumped 6x year-over-year in late summer. Vercel's platform data shows open models captured 56% of token usage in August, displacing proprietary APIs as the default choice for cost-conscious and independent developers. This forces OpenAI, Anthropic, and other closed-model vendors to compete directly on inference price rather than just capability.