Enterprise AI Spend

“And so if AI is, you know, truly adding this productivity gain to your engineering team or your client onboarding process or your marketing team, then clearly you don't want to be trapped by this sort of three to seven percent in the business. It's going to es…”

“My gut would be people will overbet, overinvest, and you will have a retrenchment period, you know, two plus years from now, but I think right now you're just looking at two years where, you know, just as the hyperscaler said two years ago, we're going to do t…”

“And one of the things we found is something like 70% of leaders we talked to said, We are sure we are wasting money here.”