AI-mature buyers are ready for $1M+ end-to-end digital deals. This Thursday, I’m breaking down 7 Cloud GTM signals shaping Q2 across AWS, Microsoft, and Google Cloud
Interesting contradiction, but it makes sense—AI spending may be growing while overall vendor consolidation is still happening. Companies seem more willing to fund clear ROI, not tool sprawl.
Exactly, Mohammed - we’re entering a more rational, ROI-focused phase of AI adoption. We may not be fully there yet, but we’re clearly moving in that direction.
And as AI budgets grow, consolidation across the rest of the software stack will likely accelerate.
Interesting contradiction, but it makes sense—AI spending may be growing while overall vendor consolidation is still happening. Companies seem more willing to fund clear ROI, not tool sprawl.
Exactly, Mohammed - we’re entering a more rational, ROI-focused phase of AI adoption. We may not be fully there yet, but we’re clearly moving in that direction.
And as AI budgets grow, consolidation across the rest of the software stack will likely accelerate.