Mozilla's inaugural State of Open Source AI report lands with data that reframe several assumptions: open models now run a third of real-world AI traffic while collecting 4% of the revenue, only half of developers who use open models actually ship them to production, and the finding that rattles most—the agentic harness between people and models affects performance more than swapping models does.
Microsoft shipped two frontier models at Build 2026 — MAI-Thinking-1 and MAI-Code-1-Flash — built entirely without OpenAI data or distillation. The technical choices are interesting; the strategic signal is clearer: Microsoft is no longer content to be a reseller.
Token prices are falling fast, but enterprise AI bills are rising. Uber burned through its entire 2026 AI coding budget in four months driven by Claude Code adoption. Goldman Sachs projects a 24× increase in token consumption by 2030. The Jevons paradox shows up again: efficiency gains don't reduce consumption — they expand it.