enterprise
also referred to as: enterprises · the enterprise
40 statements across 33 episodes · 15 bullish · 12 bearish · 32 people on the record · first statement Jun 24, 2016 by Dennis Mortensen · across every show →
Everything said about enterprise, oldest first
Jun 24, 2016 bullish
Jun 24, 2016 bullish
Mortensen: Enterprises will buy third-party AI agents rather than build them
“And I think it's going to be equally silly to go, as an enterprise, say, I want to engineer ERP. A meeting scheduling agent like Amy, an invoicing agent like Tommy, a some agent like this. I think they'll have to go into the market and figure out which of thes…”
Nov 9, 2016 bullish
AI will disrupt every enterprise department from IT to cybersecurity
“The applications for that is effectively disrupting every facet of the enterprise from IT to, you know, the departments from sales technologies, marketing tech, cybersecurity every single facet all of a sudden is ripe for disruption because of AI powered techn…”
May 29, 2017
Zaveri: VC operational help works faster in enterprise than consumer startups
“On the enterprise side where you can do customer introductions, maybe add value to the top line revenue side. I'd say even on the consumer side, there's a lot one can do, but it's probably much more explicit or sort of much more, you know, you can realize it s…”
Jun 22, 2022
Enterprise expansion requires CEO-led commitment across engineering and culture
“Going into the enterprise is a commitment for the entire company that starts with the CEO and that needs to take the entire, not just the go-to-market teams and sales teams, but the entire like marketing and engineering and product and the entire culture of th…”
Jun 22, 2022
Jan 25, 2023 positive
May 27, 2023 negative
Jun 30, 2023 negative
Douwe Kiela: Generative AI was not ready for enterprise adoption post-ChatGPT
“We saw this kind of great excitement in the world, but at the same time, a lot of disappointment about it not being quite ready yet for real world adaption in, in enterprises where you actually want to use this technology.”
Aug 25, 2023 negative
Aug 25, 2023 neutral
Howie Liu: Enterprise AI Adoption Remains in an Early Education Phase
“And there's also just a you know, we're still in the education phase where I think every enterprise is, is getting savvy as we speak or trying to get savvy as we speak in terms of what is, you know, what is an LLM? You know, what are these basic primitives, ri…”
Sep 22, 2023 bullish
Kleinerman: Enterprise AI will require explicit source attribution for accuracy
“I would say that that is the world that we're headed towards, at least in the enterprise, like forget the creative side of things, but at least in the world where you need correct answers, you need to be able to attribute where things came from.”
Feb 14, 2024
Gonto: Enterprise buyers care most about career preservation and promotion
“To be honest, I think there's two main things that somebody who is an enterprise cares about. Number one, I want to buy something and not get fired because of this. I want to keep my lovely, beautiful job that is nine to five and I don't need to do much more a…”
Apr 19, 2024
Apr 24, 2024 bearish
Apr 29, 2024 negative
Mensch: Lack of developer tooling limits enterprise open-source AI adoption
“I think they're still lacking some products around like managing correctly load balancing customizing the models because you can do it with DIY solutions, but if you want to make it robust enough and scalable enough, it's actually not easy. And if you want to …”
Nov 22, 2024
Mar 10, 2025 negative
Apr 3, 2025 bullish
Shah: Enterprises established dedicated AI line-item budgets starting in early 2024
“I will say that at the start of 24, we started to see solid numbers inside of budgets for people to deploy AI systems, agentic systems to help their employees to drive business transformation. It wasn't just coming out of a slush fund or you know kind of a one…”
Apr 18, 2025 positive
Apr 24, 2025
Apr 24, 2025 neutral
Jun 2, 2025 positive
Sep 29, 2025 neutral
Dec 1, 2025 bullish
Jan 19, 2026 neutral
Feb 9, 2026 bullish
Feb 16, 2026 bearish
Jun 1, 2026 bullish
Jun 8, 2026 neutral
Chernin: Enterprise AI integration is currently in initial single-digit percentages
“If you take any company in the world today and you will see, we'll look at the AI adoption there, you will actually see that they start using AI. In a first percents of the volume in the first percents of the use cases. So if you take any large company, even p…”
Jun 8, 2026 bullish
Chernin: Future AI compute demand will be driven by traditional enterprises
“We believe long-term better positioning for going to enterprises where we believe eventually a lot of demand will come from. Again, now most of our segment is working. It's AI natives working with AI natives, but we have a huge economics, a huge market of ente…”
Jun 13, 2026 negative
Grinberg: Enterprises Entering 'AI Hangover' Over High Costs and Unclear ROI
“Phase three is the hangover, where you go and look at the bill, and it's like, oh my god, we are spending so much. I have no idea what the ROI is. Does this, like, is this helping our business? That's where a lot of these companies are at now”
Jun 13, 2026 bullish
Jun 22, 2026 bearish
Aug 2, 2026 negative
Aug 5, 2026 neutral
Arora: Enterprise AI Success Depends on Fast Training Data Creation
“I think the enterprise's ability to absorb this or digest this or perhaps leverage this to their advantage depends on their ability to create training data as fast as they can. And I think not enough people are focused on training data.”
Aug 9, 2026 bullish
Atallah: Enterprises will build proprietary models as branded intelligence
“I think a lot of enterprises are going to move that direction, make their own models, make their own branded intelligence. Your brand is a big part of your moat, and that model will, like, be a way your brand carries around.”
Aug 29, 2026 bearish
Reyes: Enterprises will hesitate to adopt Cursor due to model lock-in
“However, I do think for that, most of the enterprises are going to have a second look at the idea of sort of seeding their software development lifecycle to a provider who is one, likely to be model locked, and two has an existing sort of history or pattern of…”
Aug 29, 2026 bullish
Reyes: Companies will post-train internal commodity models for specialized tasks
“Businesses that will say, well, you know, we do a lot of commodity tasks, but there's a couple of very high volume specialized tasks. That only we do. And for those, your commodity model won't be good enough. Your frontier model will be too expensive. And so t…”
Aug 31, 2026 bearish
Katz: Enterprise indemnification requirements will limit open-weight model adoption
“I don't, because I think it, especially in the enterprise, they want provisions and protections that potentially open weight models, especially those that come out of China, cannot provide. Around indemnification, for example, and output inference, and it's go…”