AI models and agents
Anthropic and OpenAI will keep over 70% of US business spending on AI models to 2028
- We find out
- End of 2028
- How sure we are
- Fairly sure
What most people think
The top AI models are turning into a commodity. Open-weight models from DeepSeek, Qwen, Kimi and GLM, which anyone can download and run, are about four months behind. So the money will go to whoever owns the customer, the workflow and the data, rather than to the model makers.
Who says this: Josh Bersin, in a June 2026 essay; Satya Nadella, in a June 2026 essay saying models should be swappable; CanaryIQ's 2026 page on large language models