Nathaniel Whittemore
@nlw
Host @AIDailyBrief // Founder & CEO @besuper_ai
加入 April 2008
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Wildly underestimating summer seasonality.
NEW from Ramp AI Index: AI spend *declined* among the top 1% of businesses spending on AI.
In August, the top 1% of businesses spent $7.2K per employee per month, down 10% from a July peak ($8K).
We're seeing more cracks in the AI thesis as a number of drivers show spend topping out.
My take: it's not because of open Chinese models. It's model wars. Price cuts + a growing share of spend is shifting to standard and lite models (which are already cheaper) over the frontier.
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