The lead
Open models capture 10% of the global token market.
Wren Calloway·The Daily
Proprietary giants thought they had a monopoly on production traffic. Instead, open weights are eating a massive chunk of the market, signaling that developers are done paying premium API markups for standard tasks.
According to new estimates, open models have successfully captured approximately 10% of the global token market share. This adoption rate significantly exceeds initial industry expectations, signaling a major structural shift in how developers choose their infrastructure. For months, the prevailing assumption was that proprietary models would maintain an absolute stranglehold on commercial workloads, but the data tells a different story.
Read the full edition →