Deedy Das
speaker
881 appearances
1 recordings
1 series
first heard Nov 2025
last heard 14 Nov
Deedy Das’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.
Appearances
And also the methodology is going and surveying vast amounts of enterprise users on how they are doing their spend.
But that being said, yes, the point remains.
The point
You know, I'm sure you guys remember, like, there was a lot of conversation at some point about the commodification of models.
And to an extent, maybe it's happened.
I mean, like, models, a lot of the frontier models are neck and neck on a lot of things.
But in practice...
And this data was in that market map of that market survey as well, is that once people like something and they get used to it, they don't really churn off it once it fits their needs.
And so we've seen a lot of that.
So there's a lot of like churn and hobbyist developer type category.
But in terms of enterprises, often what will happen is they'll buy up stuff.
large chunks of long-term compute and dedicated instances, in which case you just don't churn, right?
Like this is what you use.
So I think that's part of the effect.
And, you know, to commend OpenAI, like OpenAI was just focused on something else, which is, you know, they've launched the most incredible consumer product that we've seen since God knows when.
So, you know, they were probably not focused on enterprise until now
I don't think the market share number is... The market share number is more critical to understanding the TAM.
At that stage, to be very honest with you, at the stage that we invest in Anthropic now, the only things that would really move the needle on the decision is, here's the revenue, here's the margin, and here's the trajectory, and here's the other markets we may be able to underwrite that they want to go into, that they may be early in or planning on going into.
I think it's really difficult to underwrite on market share other than knowing what like the potential cap of the TAM might look like.
So the pie will also expand potentially.
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