Over 10 major AI models launched in 10 days—from open-weight models like Xiaomi's Mimo to Anthropic's Opus 5.5—shifting 80% of token usage from closed to open-source systems, threatening frontier company IPOs and forcing OpenAI and Anthropic to delay public offerings amid schizophrenic messaging about safety risks versus aggressive product releases. Open-source and open-weight models now consume 80% of AI tokens, up from 20% in 12 weeks, commoditizing frontier intelligence and forcing Anthropic and OpenAI to move upstack into applications rather than token sales.