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AI enterprise adoption

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 29, 2026 by Rory O'Driscoll · across every show →

Everything said about AI enterprise adoption, oldest first

Jul 29, 2026 bullish
Opinion
O'Driscoll: New AI Adopters Will Swamp Any Budget Cuts by Heavy Spenders
“And then there's 95% of companies who've barely put their toe in the water. And if even a quarter of them put their toe in the water, the growth from the toe dippers Will swamp the reduction from the token maxes.”
Rory O'Driscoll Jul 29, 2026 ▶ 40:48 Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
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