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cryptopunk7213 claims every AI model will fall into two groups — 'Brain' (highly…

2026-06-26 · 14:08 UTC ·@cryptopunk7213 ·1 min read

Brief

cryptopunk7213 argues AI models will split into 'Brain' and 'Executor' tiers and that smart‑router platforms will capture the most value. 'Brain' models will run at ~5–10× token cost for Fortune 100 use, while ~80% of tokens go to cheap executor models — often Chinese open‑source options (Qwen, DeepSeek, MiniMax, GLM, Kimi).

Why it matters

cryptopunk7213 claims every AI model will fall into two groups — 'Brain' (highly capable) and 'Executor' (workers) — and whoever builds the smart‑router platform on top will capture outsized value; 'Brain' models will cost ~5–10× more per token and Fortune 100 companies will pay for them.

Key details

  • About 80% of token consumption will go to execution/worker models, so the winner for execution will be determined by cost‑per‑token; Chinese open‑source models (Qwen, DeepSeek, MiniMax, GLM, Kimi) are positioned as current cost leaders because they can run locally or via cloud catalogs.
  • UBS (reported via Rohan Paul) finds 60% of companies are moving to cheaper models or open source; enterprises face extreme bills (users up to $35K/month, teams exceeding quotas by 200%) and are using model routing to send easy tasks to cheaper models while reserving premium models for hard reasoning, code, and long‑context work.
Source evidence

going forward every ai model falls into 1 of 2 groups: The Brain or The executor. whoever builds the smart-router platform on top of them will make a killing.

brain models will be expensive af but crucial to forming the master solution to solve your problem. their per token cost will be 5-10X more than cheaper models but fortune 100 companies will gladly spend it to stay on top.

80% of the rest of token consumption will go to execution ‘worker’ models. the winner will come down to cost-per-token. chinese models are winners here (for now)

this was obvious to anyone watching open source model adoption over recent months

it doesn’t make sense using the most expensive, smartest model for low-level tasks (50-80% of every companies workload)

Rohan Paul (@rohanpaul_ai)

UBS says 60% of companies now watching AI budgets are moving to cheaper models and open-source Chinese models

The pressure is coming from extreme bills, including users spending up to $35K/month, teams exceeding quotas by 200%, and companies cutting internal AI tools from 5 to 2.

Companies are not abandoning AI, they are using model routing, which sends easy tasks to cheaper models and saves premium models for hard reasoning, code, and long-context work.

Chinese open-source models such as Qwen, DeepSeek, MiniMax, GLM, and Kimi now fit the enterprise cost curve because they can be run locally or used through cloud catalogs.

news .futunn.com/en/post/75068082/ubs-group-finds-60-have-already-started-curbing-ai-spending?level=2&data_ticket=1780870170397383

— https://nitter.net/rohanpaul_ai/status/2070358321232839073#m