LiveUpdated 2026-11-06 16:50 UTC

Sequoia's Pat Grady thinks most AI tokens will come from open models.

Name: Sequoia's Pat Grady thinks most AI tokens will come from open models.
Uploaded: 2026-11-05T16:33:21.000Z
Channel: Guillermo Flor
Description: Sequoia's Pat Grady thinks most AI tokens will come from open models. This from a big shareholder in OpenAI, Anthropic and SpaceX AI. How companies pick a model, according to the co-steward of Sequoia: 1. Capability: does it do what I need? 2. Cost: is it affordable for this workload? 3. Latency:…

This is a AI post classified by AGK Intelligence as AI infra & evals (news), kept by the AI Radar because it carries real work, not commentary.

Sequoia's Pat Grady thinks most AI tokens will come from open models. This from a big shareholder in OpenAI, Anthropic and SpaceX AI. How companies pick a model, according to the co-steward of Sequoia: 1. Capability: does it do what I need? 2. Cost: is it affordable for this workload? 3. Latency: is it fast enough? 4. Reliability: can I trust it in production? The labs want to cover all of it with one router, which means betting your product on one provider. So more companies are "owning their intelligence": post-training open models with Fireworks or Trajectory. Grady stays optimistic o

Posted by Guillermo Flor (14k followers) 1 days ago · 0 likes · 219 views · view the original post on X. Kept by the AI Radar as AI infra & evals. Tools mentioned: theaiopportunities.com.

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