enterprise spending

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 11, 2026 by David Sacks · across every show →

Everything said about enterprise spending, oldest first

Jul 11, 2026 negative

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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enterprise spending

Everything said about enterprise spending, oldest first

Turn any episode into a week of clips.