ab 21 July 2026 Global Research AI Research Open Models and the Impact on the AI Trade Several themes stood out: 1. The revenue growth rates of these AI-natives have been extraordinary. This signals that enterprises ARE indeed leaning into AI and not just in the coding arena. 2. Token spend optimization is real. When we first weighed-in on this subject last month, we concluded that AI compute/token spend had become a real concern for ~60% of organizations. That figure now feels higher. 3. Over the last few ...