Saanya Ojha · 22 September 2026 · Industry Analysis

Open Season

Saanya Ojha, Partner @ BCV

Open-weight models are capturing the majority of AI token volume while proprietary models command premium pricing for frontier tasks. This emerging barbell economy—cheap commodity intelligence at one end, scarce frontier cognition at the other—is forcing enterprises to optimize for cost per successful task rather than model quality, reshaping the entire AI software stack.

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Topics: AI (Horizontal)

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