
Arvind Jain warns tech giants won't eat the enterprise AI market
I've spent years watching tech platforms try to lock in customers, but the current enterprise AI boom is different. A massive pricing shift is happening right now, and the giant model providers you expect to win are actually facing a major structural threat. I found one specific class of technology that is cutting enterprise inference costs by up to ninety percent, and it is completely breaking the classic software bundling playbook.



