Reading up on Gartner
2 deep · digging since may 26
- Inference Is the Most Important Market in Software
AI inference market will grow to ~$350B by 2027, surpassing the $161B database market and fundamentally reshaping software unit economics.
- Microsoft’s quiet Claude Code retreat and the real cost of enterprise AI
Microsoft is canceling Claude Code licenses for thousands of employees due to unsustainable token costs, signaling that enterprise AI coding's unit economics don't work at current prices.