Cuy Sheffield @cuysheffield · 23 Aug 2026
Token spend/value will split three ways: 1️⃣ Cheap generalist: commodity open weights (most volume, small % of total spend) 2️⃣ SOTA specialist: enterprise proprietary context + open weights (most spend) 3️⃣ SOTA generalist: closed labs (small % of total volume) To support crazy
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