AI enterprise software market

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 8, 2025 by Rory O'Driscoll · across every show →

Everything said about AI enterprise software market, oldest first

May 8, 2025 bullish
Prediction Open · timeframe May 2027
O'Driscoll: AI markets will consolidate into 3-4 dominant players
“I think that what a successful set of products at AI starts to gel over the next couple of years, and the people who are in the lead at that point in time get a similar ten-year run to, you know, the ten-year runs you and I both benefited from in SaaS, Jason, …”
Rory O'Driscoll May 8, 2025 ▶ 1:07:17 Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
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