AI vendors
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 4, 2025 by Cliff Obrecht · across every show →
Everything said about AI vendors, oldest first
Sep 4, 2025 bearish
Cliff Obrecht: Enterprise AI Tool Subscriptions Will Consolidate Within 24 Months
“Over the course of the next 12 to 24 months, we'll start consolidating down as the clear winners take charge, and so to answer your question that way, hundred percent there's going to be consolidation down from yeah, year two renewals.”