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
Prediction Not publicly verifiable
Mortensen: x.ai will derive most of its revenue from enterprises
“I think in the end, X.ai as a company will drive most of its revenue From the enterprise.”
Dennis Mortensen Jun 24, 2016 ▶ 13:45 20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
Jun 24, 2016 bullish
Prediction Held up
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…”
Dennis Mortensen Jun 24, 2016 ▶ 13:21 20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
Nov 9, 2016 bullish
Prediction Not checkable as stated
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…”
Rudina Seseri Nov 9, 2016 ▶ 14:54 20VC: Who Will Own The Data? Is There An Incumbency Advantage in AI? When Will Artificial Super Intelligence Come To The Forefront with Rudina Seseri, Founder and Managing Director @ Glasswing Ventures
May 29, 2017
Insight
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…”
MZ Zaveri May 29, 2017 ▶ 7:21 20VC: Kleiner Perkins' MZ Zaveri on Why Success In Venture Is About The 3 F's, How VCs Can Manage Deal Heat & Is There Too Much Venture Dollars At Seed
Jun 22, 2022
Insight
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…”
Zhenya Loginov Jun 22, 2022 ▶ 5:49 Mire CRO Zhenya Loginov: Hiring Tips for Sales; Why Dropbox Lost Enterprise | 20VC #900 · 20VC with Harry Stebbings
Jun 22, 2022
Insight
Figuring out PLG plus enterprise sales takes three to four years
“Enterprise takes multiple years to build. So even if you start today, it's not going to be until, you know, maybe three years, four years from now that you really figured out how to be a PLG plus enterprise company.”
Zhenya Loginov Jun 22, 2022 ▶ 3:09 Mire CRO Zhenya Loginov: Hiring Tips for Sales; Why Dropbox Lost Enterprise | 20VC #900 · 20VC with Harry Stebbings
Jan 25, 2023 positive
Insight
Enterprise PLG requires sales reps to handle complex customer needs
“But if you're trying to sell into an enterprise, I am Pro-PLG in the enterprise, but you've got to have some sales folks to back it up as well because they always have needs that cannot be automated away.”
Stevie Case Jan 25, 2023 ▶ 20:57 Stevie Case: World's First Female Pro Gamer; Hiring Tips for Sales; PLG vs Enterprise | 20VC #970 · 20VC with Harry Stebbings
May 27, 2023 negative
Opinion
Stebbings: Enterprise software buyers are inherently ignorant and lazy
“I think enterprises are inherently ignorant and lazier than we give them credit for. And they like simple solutions, especially in Europe.”
Harry Stebbings May 27, 2023 ▶ 1:00:46 Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings
Jun 30, 2023 negative
Assertion Not checkable as stated
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.”
Douwe Kiela Jun 30, 2023 ▶ 7:20 Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
Aug 25, 2023 negative
Insight
Howie Liu: Active-to-Paid Seat Ratios Are the Shallowest Enterprise Software Metric
“I think the thinnest or the shallowest analysis that enterprises are doing is that active to usage, or sorry, active to paid ratio calculations.”
Howie Liu Aug 25, 2023 ▶ 44:33 Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings
Aug 25, 2023 neutral
Insight
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…”
Howie Liu Aug 25, 2023 ▶ 10:08 Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings
Sep 22, 2023 bullish
Prediction Not checkable as stated
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.”
Christian Kleinerman Sep 22, 2023 ▶ 31:42 Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
Feb 14, 2024
Insight
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…”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 48:26 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
Apr 19, 2024
Insight
Finding executives who master both inbound and enterprise GTM is difficult
“When you're hiring leaders, like it's incredibly hard to hire leaders who understand both the nuances of both these businesses.”
Girish Mathrubootham Apr 19, 2024 ▶ 24:54 Girish Mathrubootham: Biggest Product and Pricing Lessons from Scaling to $597M in ARR | E1142 · 20VC with Harry Stebbings
Apr 24, 2024 bearish
Prediction Not checkable as stated
Zaparde: Enterprise Adoption of Generative AI Will Be Slow
“I think adoption in the enterprise, all on that will be slow.”
Rujul Zaparde Apr 24, 2024 ▶ 56:31 Rujul Zaparde: Why Hiring Inexperienced People is Better | E1144 · 20VC with Harry Stebbings
Apr 29, 2024 negative
Insight
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 …”
Arthur Mensch Apr 29, 2024 ▶ 28:35 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Nov 22, 2024
Assertion Contradicted
Fougere: In early 2017, enterprises had almost no cloud production applications
“And so the enterprise, there were really, in early 2017, this might be surprising to some people, is there really weren't any production applications in the cloud for the enterprise.”
Dan Fougere Nov 22, 2024 ▶ 9:45 Dan Fougere, CRO @Datadog: Why Discounting is Dangerous and Contract Sizes are Misleading | E1229 · 20VC with Harry Stebbings
Mar 10, 2025 negative
Opinion
Expecting Ordinary Enterprises to Build Custom Vertical AI Tools Is Moronic
“Majority of Enterprises, especially in Europe, do not know what Slack is, let alone what Notion is. So the fact that they're going to create their own verticalized AI tools is absolutely fucking moronic.”
Harry Stebbings Mar 10, 2025 ▶ 52:14 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Apr 3, 2025 bullish
Assertion Supported
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…”
Bhavin Shah Apr 3, 2025 ▶ 46:36 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Apr 18, 2025 positive
Insight
Socher: Enterprise Is the Killer Application for Large Language Models
“We realized eventually the killer app for large language models and complex answers is an enterprise.”
Richard Socher Apr 18, 2025 ▶ 5:44 20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
Apr 24, 2025
Insight
O'Driscoll: Consumer markets are winner-take-all, enterprise markets are oligopolies
“The data says consumer tends to be more winner-take-all and enterprises tend to be more oligopolies, right?”
Rory O'Driscoll Apr 24, 2025 ▶ 1:02:45 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
Apr 24, 2025 neutral
Assertion Not checkable as stated
Lemkin: Mainstream enterprise AI market remains 90% untapped
“A hundred percent of the early adopters are in market. And that's why I think it's early because 90% of sales, the enterprise is not even there.”
Jason Lemkin Apr 24, 2025 ▶ 22:34 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
Jun 2, 2025 positive
Disclosure
Over 50% of Windsurf's revenue comes from enterprise customers
“Probably of our total amount, it's like over 50% is, is, is actually enterprise.”
Varun Mohan Jun 2, 2025 ▶ 30:37 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Sep 29, 2025 neutral
Insight
Enterprise AI adoption is sticky due to long-term software contracts
“Enterprises make these long-term deals, and they stick with whatever their deal they made a year ago.”
Jonathan Ross Sep 29, 2025 ▶ 1:08:30 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Dec 1, 2025 bullish
Prediction Not checkable as stated
Siddharth: Enterprise custom AI models are a permanent requirement
“I think it's a permanent requirement.”
Jonathan Siddharth Dec 1, 2025 ▶ 12:45 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
Jan 19, 2026 neutral
Prediction Not checkable as stated
Weinberg: Massive enterprise AI productivity gains are 3-5 years away
“I think like three to five years until we see like massive, massive productivity gains in enterprise.”
Winston Weinberg Jan 19, 2026 ▶ 26:04 Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
Feb 9, 2026 bullish
Opinion
Acharya: Voice agents are the primary entry point for AI in enterprise
“Voice is the wedge into the enterprise. Voice agents are so powerful.”
Anish Acharya Feb 9, 2026 ▶ 30:08 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Feb 16, 2026 bearish
Prediction Not checkable as stated
Siemiatkowski: AI will trigger a massive compression in enterprise data
“So in enterprise, you're going to see this dramatic squeeze and compression.”
Sebastian Siemiatkowski Feb 16, 2026 ▶ 1:04:04 Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
Jun 1, 2026 bullish
Prediction Not checkable as stated
Foody: Training AI agents will become a massive new job category
“One of the largest things that people underestimate both in the context of AI labs as well as within the enterprise is how significant of a job category it is going to be to train agents.”
Brendan Foody Jun 1, 2026 ▶ 15:27 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
Jun 8, 2026 neutral
Assertion Not checkable as stated
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…”
Roman Chernin Jun 8, 2026 ▶ 3:05 Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
Jun 8, 2026 bullish
Prediction Open · timeframe Jun 2031
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…”
Roman Chernin Jun 8, 2026 ▶ 33:34 Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
Jun 13, 2026 negative
Insight
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”
Matan Grinberg Jun 13, 2026 ▶ 17:09 OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
Jun 13, 2026 bullish
Prediction Not checkable as stated
Grinberg: Enterprises will realize frontier AI models are unnecessary for most tasks
“A lot of enterprises will realize so many of the tasks that we're doing, we don't need the very frontier to do it. Like, and we can do it much faster, much cheaper with these open models.”
Matan Grinberg Jun 13, 2026 ▶ 14:41 OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
Jun 22, 2026 bearish
Prediction Not checkable as stated
Arora: Enterprises will swap AI software vendors within 12 to 24 months
“I think as we think things evolve the next 12 to 24 months, people will switch from one set of products to another because something will emerge as a better product.”
Nikesh Arora Jun 22, 2026 ▶ 46:55 Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
Aug 2, 2026 negative
Assertion Not checkable as stated
Angelopoulos: Enterprises fear relying on frontier AI labs and Chinese open-source
“It's not only true that they're terrified of working with the frontier labs, but they're also terrified of working with the Chinese open source.”
Anastasios Angelopoulos Aug 2, 2026 ▶ 23:10 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
Aug 5, 2026 neutral
Insight
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.”
Nikesh Arora Aug 5, 2026 ▶ 1:05:12 Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
Aug 9, 2026 bullish
Prediction Not checkable as stated
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.”
Alex Atallah Aug 9, 2026 ▶ 14:17 OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
Aug 29, 2026 bearish
Prediction Not checkable as stated
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…”
Eno Reyes Aug 29, 2026 ▶ 37:43 Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
Aug 29, 2026 bullish
Prediction Not checkable as stated
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…”
Eno Reyes Aug 29, 2026 ▶ 5:12 Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
Aug 31, 2026 bearish
Insight
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…”
Aaron Katz Aug 31, 2026 ▶ 23:22 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
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