Companies are starting to think about next year's AI budgets, and the big question is what happens to overall spending. There are two forces at play.
1. There are maybe 5% of companies who tokenmaxxed earlier this year and are now “tokenminimizing” like crazy. Coinbase is the poster child here and is pointing to a 50% reduction in spend from the peak.
2. And then there are the toedippers, the 95% of companies who have just started on AI. If even 25% of those companies start to expand, their growth will swamp the reduction from the tokenmaxxers.
Tokenminimizers vs toedippers will be what decides FY27 budgets.
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