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AI is reshaping software budgets from both ends

Upstarts are capturing more software spend while established vendors cut upfront prices and charge more by usage, changing how software is bought.

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@theinformationArchived 2026.09.25Originally posted 2026.09.24
The Information @theinformationOriginally posted 2026.09.24
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AI is reshaping software budgets from both ends: upstarts are taking more spend, while established vendors are cutting prices upfront and charging more based on usage. Read more: https://thein.fo/3V7gjAr

x.com/theinformation/status/2102850538916229313Archived 2026.09.25 12:56