There are two ends of the rope pulling the opposite ways. On one end there are companies who are only now starting to onboard on AI and their spend grows. On the other end there are companies with certain maturity who are starting to calculate their spend, put on the limits of employees, explore alternative models with the aim to limit spend.
I think as the pool of new adopters shrinks and the pool of advanced adopters grows, the spending on LLMs will start to fall.
I think as the pool of new adopters shrinks and the pool of advanced adopters grows, the spending on LLMs will start to fall.