DataAudio · 4:58 — 5:28
99% of the inference market by count is still traditional enterprise — the vast majority of the market hasn't come online yet, and enterprise adoption is well ahead of us.
When asked about the split between AI-native application companies and enterprise in-house adoption, Tuhin says that by inference count, 99% is still traditional enterprise — the bulk of the market has not come online yet. ✦ AI generated
Tuhin Srivastava · No Priors · 2026-05-01 · original ↗
plays this moment only · 4:58 — 5:28
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“What proportion of the market today do you think is these new application companies versus enterprises just adopting AI? And how do you think that looks in a couple of years?”
It is crazy. The answer is just that it's crazy that the answer is still, I think, if you look by inference count, it'd be ninety-nine percent the fall. I think that kind of represents the scope of the opportunity here. is that the majority of the market hasn't come online and added AI into this. Yeah, most of enterprise adoption is well ahead of us.
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