TLDR Tech / IT
How Much of the Software Slowdown Is Just Budget Flowing to Anthropic and OpenAI
Anthropic and OpenAI now capture $40-50 billion in annual enterprise spend, redirecting funds from traditional SaaS vendors. While overall IT budgets grow only 3.4%, AI spending is surging 81%. This structural rebalancing forces CIOs to reduce software expansion to fund massive foundation model investments.
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