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Comment by Yizahi

19 hours ago

At a guess - corpos like Big 4 consulting agencies and some extreme fintech ones, also corpos like Oracle and the like. And at another guess, outside of a legal agreement with a fixed time period, probably nothing hold them from quickly switching to a better model provider, if any comes ahead.

I'd say more likely the FAANG type companies, suspect big 4 are much smaller.

But the FAANG customers are the opposite of sticky, given that they all have their own models.

  • And the cost of switching is near zero. It's not like trying to get SAP out of your org.