Rohit Agarwal, founder of AI gateway Portkey, explains how enterprise usage shifted from cheap 'workhorse' models to premier high-cost models.
Prediction Open · timeframe Mar 2031
Agarwal: AI operational spend will surpass traditional cloud DevOps spend
“So will AI spend surpass cloud spend? I a hundred percent believe that, which means that the AI ops spend surpasses DevOps spend. It's bound to happen.”
Assertion Not checkable as stated
Agarwal: Claims that 80% of code is AI-written are accurate
“There are so many companies coming out and saying, 80% of all of my code base today is written by AI, and that is truth, and that's what we're seeing everywhere as well.”
Opinion
Agarwal: Anthropic's Claude Code is killing the standalone vibe coding startup market
“It is killing that market. I think there is, that market is now finding its own niches, and Anthropic clearly realized that if 50% of my API revenue is going to come from vibe coding, they will Claude code and be like, I can still build the best vibe coding sy…”
Insight
Agarwal: AI startups must prove they offer better returns than backing Anthropic
“And I've heard this in conversations where a VC would be like, do you, do I invest in startups, which is like a risky business and I'm still getting a 10 X return or do I just put my money in Anthropic and I'll just get a 10 X return without doing any work. So…”
Prediction Not checkable as stated
Agarwal: SaaS will become systems of record while AI agents handle execution
“In the current format, SAS companies will just become systems of records. So you had the database, which got obsolete because of a SAS platform, which is just crud on this database, but interesting crud on this database. Now, SaaS platforms I think are the new…”
Assertion Not checkable as stated
Agarwal: Enterprise software budgets have stalled entirely outside of AI initiatives
“Like if you're going and asking for a 100,000 budget or a 500,000 budget, except AI, there is no spend happening in any other software category.”