enterprise AI API spend
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 8, 2025 by Ranjan Roy · across every show →
Everything said about enterprise AI API spend, oldest first
Dec 8, 2025 bearish
Roy: Enterprise API spending on foundation AI models is not sticky
“I actually don't think the way this article called like API spend sticky. I don't think it's sticky... Switching out what you're calling like truly this is where Even as at one point, if Opus 4.5 is better at coding, cost is going to be the driver, especially …”