Baker predicts vertically focused AI native companies will accelerate due to routers, open-source models and specialized post-training
“We are going to see a lot of vertically focused AI native companies accelerate. Routers, open-source models and specialized post-training enabled by companies like @FireworksAI_HQ have all made dramatic advances and the combination of the three is driving accelerating growth. https://t.co/f8qJdKSciI”
Baker explains Silicon Data token index dip reflects mix shift to cheaper open source, not demand weakness.
“What the Silicon Data token index captures is mix, and they don't see all the tokens.”
Baker argues companies shifting to cheaper open source models may reduce spend while increasing GPU compute hours consumed.
“a company getting smarter about which model to use for which task, that, you know, that may lead to a a stabilization in their spend or even a decline, but it actually has nothing to do with the amount of, you know, GPU compute hours they are effectively consuming”
“Really impressive from @cursor_ai The future is trending hybrid. Next iteration will likely be allowing customers to use their own proprietary data to post-train an open-source model. Excited for Grok 4.6. https://t.co/ZTE2VAskTG”
Baker argues monopolar or bipolar frontier model world is dangerous, open-source provides necessary diversity reflecting human variation
“A monopolar or bipolar world of frontier models is a very dangerous world for humans. This is why open-source is so important - we need a rich diversity of models that reflect the richness of human variation and let us all find the model that is best for each of us. Also why so https://t.co/xxMglmQZJC”
“@TheStalwart @_sholtodouglas Open-source. And open-source AI that I can run locally.”
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”
Open-source AI models have more than doubled their market share at Vercel from 28% to 62% over two months while OpenAI and Anthropic usage also grew.
“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”
Baker agrees that Jensen is competing with OpenAI and predicts American open-weight models will approach the frontier.
“@dnapway Directionally accurate imo. I think we are going to see American open-weight models approach the frontier one way or another.”
Baker agrees that Jensen is competing with OpenAI and predicts American open-weight models will approach the frontier.
“@dnapway Directionally accurate imo. I think we are going to see American open-weight models approach the frontier one way or another.”