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enterprise AI market

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 22, 2025 by George Sivulka · across every show →

Everything said about enterprise AI market, oldest first

Jan 22, 2025 neutral
Assertion Not checkable as stated
Sivulka: 90% of AI market remains in experimental budget phase
“I think that 90% of the market is still in experimental budget phase, but we're starting to see early promises of Actual value.”
George Sivulka Jan 22, 2025 ▶ 54:56 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Jul 4, 2026 bullish
Prediction Not checkable as stated
Bavor: Enterprise AI will be a duopoly with Sierra in the lead
“My hunch is it will be more like an Uber lift market. And we obviously think we're in the pole position to be the bigger of those two.”
Clay Bavor Jul 4, 2026 ▶ 29:42 Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
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