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windexh8erlast Tuesday at 1:13 AM1 replyview on HN

That's cool, but the enterprise is cheap. If you have any proximity to sales in the space you know that procurement and lawyers exist that have a full time job redlining purchase orders and agreements to the N-th degree. The enterprise will pay for something that will make them money or prevent them from losing it. But the enterprise isn't paying a premium and they know that.

Even within the Fortune 5 of the US if be surprised if any of them are paying more than $1B annually currently in total.

And then you can take the parent context into account. If they can just equip users with a slightly more expensive Mac and call their Dell rep to order a few thousand DGX Spark to handle the rest... Why would they risk their trade secrets and intimate details flowing into models that may or may not be trustworthy long term?

Most large enterprise have been burned by SaaS over the years in some way. I can't imagine there aren't architects in the large organizations that are truly weighing how to effectively use AI. And beyond that we're seeing more and more progress in SLMs and orchestration agents which become easier to run at scale on-prem.


Replies

baqlast Tuesday at 7:06 AM

> If you have any proximity to sales in the space you know that procurement and lawyers exist that have a full time job redlining purchase orders and agreements to the N-th degree.

AWS billing.