Ambati: AI foundation models will capture more than 10% of software
Vamshi Ambati · 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati · Jun 9, 2026 · at 10:15
AI investor Vamshi Ambati responds to whether the AI model layer will cap at 10% of the software market like cloud compared to on-premises infrastructure.
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“We are starting to see more evidence that models are going to own that more than the 10%, ah, you know, whether it's the new plugins that, ah, you know, Claude has released that shook up the whole SecOps market.”
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