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enterprise LLM spend

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 19, 2026 by Max Cook · across every show →

Everything said about enterprise LLM spend, oldest first

Jul 19, 2026 neutral
Assertion Supported
Cook: Enterprise open-source LLM spend dropped from 19% to 11%
“Enterprise LLM spend was 19% open source last year, and it's 11% this year. So it's dropped.”
Max Cook Jul 19, 2026 ▶ 7:33 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
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