Apoorv Agrawal of Altimeter Capital identifies OpenAI, Anthropic, SpaceX, and Google as the "four seasons" of AI, advising CIOs and CEOs to plan for a multi-model routing climate rather than single-regime weather. He notes that a significant portion of workloads, exemplified by Decagon's ~90% volume, currently runs on open-source models, while frontier use cases will leverage the most intelligent models.
Enterprise AI adoption requires flexible multi-model routing, with open-source models handling most workloads and frontier models reserved for new use cases.