Cook: Enterprise open-source LLM spend dropped from 19% to 11%
Max Cook · AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea · Jul 19, 2026 · at 7:33
Max Cook of Coatue discusses enterprise adoption trends regarding open-source vs. closed frontier AI models.
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“Enterprise LLM spend was 19% open source last year, and it's 11% this year. So it's dropped.”
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