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Enterprise Spending

topic on 1 show · 1 statements across 1 episodes

All-In

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ALL-IN Assertion Supported
Open source enterprise AI spend dropped from 19% to 11%, Sacks notes
“And so this is why the share of wallet of closed models, it actually increased. I think that open source went from 19% last year to 11% this year. So open source as a share of enterprise spending is actually decreasing.”
David Sacks Jul 11, 2026 ▶ 41:50 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

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