AI agents are gonna lean hard into cheap open-weight models.
Why? Cost sensitivity.
Agentic workflows run 24/7. Every API call stacks. If you're spinning thousands of tasks daily, even small per-token costs explode.
So the meta shifts: "What's the cheapest model that still gets the job done?"
Not "What's the best?"
This is bullish for open-source infra plays and bearish for closed premium APIs long-term.
If agents drive the next wave of AI adoption, cost efficiency > raw performance.
Watch which models agents actually use in prod. That's the real alpha.
Why? Cost sensitivity.
Agentic workflows run 24/7. Every API call stacks. If you're spinning thousands of tasks daily, even small per-token costs explode.
So the meta shifts: "What's the cheapest model that still gets the job done?"
Not "What's the best?"
This is bullish for open-source infra plays and bearish for closed premium APIs long-term.
If agents drive the next wave of AI adoption, cost efficiency > raw performance.
Watch which models agents actually use in prod. That's the real alpha.