Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 10 Jun 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
1
thin
10 Jun 2024 – 10 Jun 2024
+0 d
- Dylan Patel 3 thin 9 Jul 2026 – 9 Jul 2026 +759 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley notes 85% of CIOs increasing AI spend despite 92% having flat or declining budgets.
“I think 8% of CIOs have a budget increase over 10%. So 92% don't. So think fixed, you know, near fixed budget. But 85% of them say they're aggressively increasing their spend on AI.”
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Dylan Patel
Patel's firm spent under $100k annually on AI in November before Claude Code adoption.
“What we had was that we had a subscription to every model or we had a subscription to the $200 tier for a chat GPT for every user.”
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Dylan Patel
Patel's firm's AI spending jumped from under $100k to $11 million annually within months.
“by the end of January, our ARS, right, our our our annual recurring spend had hit $4,000,000. And that's because people were using Cloud Code. Now today, it's about $11,000,000.”
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Dylan Patel
Patel says their AI spending equals over a third of employee compensation for their 90-person firm.
“We're spending, you know, more like, you know, more than a third of the spend, you know, employee spend, a third of it is also on top of that is AI.”
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