That doesn't seem to be the case. From what I've seen enterprise deals get API pricing now. Have you seen evidence that's not true?
I do know of moderate-size companies deploying OSS LLMs on their own GPU clusters, for ownership/security/maybe cost reasons. I'm somewhat surprised F500 companies are apparently just handing over all their data to the model providers.
Could be fantastic for small shops while it lasts. The big guys have to pay 10x for precious tokens.
Hi Simon, nice article. The parent there may be making the same assumption I am, that large enterprise _never_ pays sticker price.
Also, to just color in the picture here, as I haven't seen it mentioned elsewhere, there is a very large Saas company at the moment who has given everyone unlimited tokens on Claude. And they have a dashboard showing who spends the most. So the "budget" went from about USD500 per per person (split between Claude and cursor) in Jan to... Well a soft limit of USD100k... Per month... Per person.
People can still see the top line sticker price on their spend, but honestly I can't believe that the Saas is paying that full price when the invoice comes in.
That said, there are some finance reports which are probably dropping soon where we will find out!