Apollo: AI Adoption Is Spreading but Spending Is Concentrating
rohanpaul_ai · x · 2026-09-26
The original Apollo "Daily Spark" article behind the viral thread argues AI adoption is spreading while spending concentrates: the top 10% of customers account for 99.5% of model-serving spend and 99% of neocloud spend, and the average top-group firm spends 1,791x more on inference — a machine-work scaling economics fundamentally different from seat-based SaaS.
Related event: Top 10% of customers account for 99.5% of AI model-serving spend(4 posts)→
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