The Minutes

Gavin Baker on

AI models

2 entries, 20 May 2026 to 23 Aug 2026

On the recordsourced and dated, oldest first

    1. spoken

      Baker says understanding frontier AI now requires enterprise usage-based plans, not consumer subscriptions, due to rate limiting.

      “To understand what Frontier AI is capable of today, even for a non coding use case, need to have Cloud Code or Codex five point Codex. And you need to be on an enterprise plan.”

      20 May 2026 · Invest Like the Best · 36:49 · source · permalink
    2. reported

      Open-source AI models have more than doubled their market share at Vercel from 28% to 62% over two months, even as OpenAI and Anthropic usage accelerated.

      “More data than open-source AI is taking share from OpenAI and Anthropic. Open source has gone from 28% token share to 62% token share @vercel over the last 2 months. Chart from @rauchg Super impressive given that the sum of OpenAI and Anthropic accelerated in July. So net”

      23 Aug 2026 · X (formerly Twitter) · https://x.com/GavinSBaker · source

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