Aug. 2 at 11:42 PM
Open models are making AI cheaper.
What's getting less attention is everything built around the model.
As enterprises adopt multi-model strategies (frontier + open source), switching between models becomes easier.
Replacing years of security policies, identity management, audit logs, proprietary data pipelines, compliance frameworks, and internal workflows doesn't.
Hardware will remain critical.
But the next durable AI opportunity may be the enterprise software layer protecting and managing AI deployments.
Companies worth watching:
$PANW
$CRWD
FTNT
$OKTA
$DDOG
NTAP
$SNOW
The AI stack is expanding beyond chips.
Infrastructure, cybersecurity, observability, and data governance could become just as essential as compute over the next decade.
Where do you see the biggest long-term opportunity in enterprise AI?
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