Casado says he was misquoted and walked this back: https://x.com/martin_casado/status/1990462245541982546
"Well, not quite. I'd say 20-30% use open source. Of those I'd say 80% use Chinese based models. So closer to 16-24%."
Reads pretty differently.
This should really be the #1 comment on this post.
Wow, that kind of undermines the entire premise of the piece. It also makes much more sense. Thanks for digging that up!
Misquote? Or selective hearing for the story headline? Thats literally a 4x difference there
yeah and the gap between "use open source" and "use open source as their primary model" is probably p large