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Clouded Judgement 8.7.26 - Custom Tokens - by Jamin Ball

cloudedjudgement.substack.com · 2,438 words · saved by 1 readers

Every week I’ll provide updates on the latest trends in cloud software companies.

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Custom Tokens I strongly believe there will be 3, very large, markets that emerge in the “model / token” market: Frontier tokens (ie from the large labs like OpenAI and Anthropic) Vanilla open weight tokens (Deepseet, Moonshot, etc) Customized (RL / SFT) open weight tokens So much talk recently makes these seem zero sum… And of course, they do take share from each other. If open weight models never existed closed models would take it all! BUT - zero sum assumes the size of…

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