Why Confluent and Twilio are two beneficiaries as AI costs decrease!

Bernstein writes in a recent study that lower costs for AI will be accompanied by an increase in demand. The 4o-mini model from OpenAI, released last summer, is mentioned as an example. It promised significantly lower prices with higher quality. According to Bernstein, engagement has increased by 50% in just one quarter. Thus, the market might currently be underestimating the overall change in demand. Potential beneficiaries are seen among software providers focusing on data infrastructure, identities, observability, and communication tools. For...