Something is quietly shifting in enterprise AI, and the earnings calls are the proof.
Mentions of open models in US corporate earnings calls jumped 6x year over year, a number too big to ignore.
The real workloads back it up: open models made up 56% of all Vercel tokens in August, and AT&T now runs 40% of its AI workloads on open source models.
Think of it like switching from a sealed car engine you can never touch, to one built from parts you can swap, tune, and upgrade whenever you want.
Companies aren't necessarily saying closed models are bad, they're doing the math on cost and control, and increasingly finding open models good enough for the job. That's a real structural shift in how enterprise AI gets built.
🔗 Original Source & Reference: https://www.techmeme.com/260927/p12#a260927p12
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