The Ledger

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Prediction Open · timeframe Jun 2031

Ambati: AI foundation models will capture more than 10% of software

“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.”

Vamshi Ambati Jun 9, 2026 ▶ 10:15 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati

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The Ledger

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