enterprise AI
7 statements across 7 episodes · 5 bullish · 0 bearish · 7 people on the record · first statement Apr 30, 2024 by Marco Argenti · across every show →
Everything said about enterprise AI, oldest first
Apr 30, 2024 bullish
Argenti: Enterprise AI will combine proprietary reasoning with specialized internal models
“And I think the same is going to be with AI, where you're going to have a reliance on, You know, large proprietary models, mostly for the reasoning capabilities, almost like, you know, I really want to understand what you're asking. And then kind of they will …”
Jun 10, 2025 positive
Bhardwaj: Enterprise AI clients prioritize predictability over baseline accuracy
“So I think in general what we have seen is enterprises are fine using AIs as long as we show them predictability. They don't care about, you know, 99% accuracy. You can be 90% accurate or even 80% accurate, But just tell us which 20% need to be reviewed or whi…”
Jul 14, 2025 neutral
Levie: Enterprise AI adoption speed is limited by human workflow changes
“And that, that's something where I do think We have to be prepared for this as many years. It's about the speed at which humans can change their workflows as opposed to how kind of quickly the technology can just, you know, sort of evolve in advance.”
Aug 26, 2025 positive
Scharfstein: Rapid AI shifts make custom enterprise builds superior to static products
“That's because the industry is changing a lot. Every day, ah, it changes, you know, GPT-V comes out, and it's different than, you know, it was three months ago, and so what we need to actually build in product changes, and so we've just said, you know what, th…”
Dec 1, 2025 bullish
Jun 8, 2026
Jul 30, 2026 positive