cloud budget
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 24, 2025 by Jason Lemkin · across every show →
Everything said about cloud budget, oldest first
Jan 24, 2025 bullish
Lemkin: Enterprise AI drives all current growth in B2B cloud budgets
“All the growth in cloud budget and B to B budget is for AI. Some of it's sure for AI native platforms, some of it's for other things, but all this AI budget is basically in the enterprise. Okay. That's where you see the growth. It's all enterprise.”