Mead predicts remote work technology can extend American wealth generation
“Information technology appropriately deployed, can open up Enough, for another two generations, this wealth creating machine.”
Levie: AI Will Be Top Topic in Next Presidential Election
“I think it's going to become the number one topic in the next presidential election.”
Morin: AI progress is now linear, not exponential
“I'm just saying it's evolutionary, not revolutionary at this point. It's linear, not exponential.”
Lemkin: Anthropic Doubled Enterprise Pricing and Costs Twice as Much as OpenAI
“It has become a premium product since the end of last year. It is twice the cost of its competitor, right? Especially at the, after four, six, it started to charge enterprises clearly per token per use case. They charge them directly. Prices doubled. It is a p…”
Rekhi predicts India will be the biggest global winner in AI
“I think India will be the biggest winner in AI. India will be the biggest winner. For the same reasons, India was a very big winner in IT.”
Ramsaran: Connecting one medical device modality in hospitals takes eight months of meetings
“Sitting in the hospital conversation. I've got a med device vendor, I've got IT, and then I've got me as a sales engineer at one point. Having to have, you know, eight month long meetings to connect one single modality. And that, you know, dies on the vine, ri…”
Brit Morin: People Are Using AI for Plastic Surgery Before-and-After Previews
“Now, the other thing I've been hearing about is people are starting to use it for plastic surgery before and afters. So they're taking pictures of their bodies and asking it to perform procedures on them and show them what it would look like after these plasti…”
Dave Morin: Top-three VC firm uses AI to mock all negotiations
“A venture capitalist from one of the top, let's, let me put it this way, top three venture firms in the world said that they were using it to mock all negotiations that they do. So they were taking, you know, describing the negotiation then, and then asking it…”
Lonsdale: Artificial superintelligence will arrive between 2036 and 2041
“And I tend to think it's gonna be 10 or 15 years later that it gets to that point, but I respect you've spent a lot of time on this.”
Chamath: Jamie Dimon spends $16 billion annually on JPMorgan IT
“If you look at Jamie's P&L, he spends sixteen billion dollars a year on IT”
Lebaredian: Physical economy represents $100T annually compared to $2T-$5T for IT
“The world of knowledge, information technology is somewhere between two to five trillion dollars a year, but everything else, transportation, manufacturing, supply chain, warehouse and logistics creating drugs, all the stuff in the physical world, that's about…”
Yehoshua: Operational dysfunction doesn't prevent commercial success
“What I've seen is when a company isn't well-run, like IT isn't working, marketing is broken, there are not enough people in HR, there's a lot of turnover, all of these things. I've seen that they're not correlated to the company being successful.”
Lessin: Frontier foundation AI models are great research projects, not great businesses
“Like what, it's a great research project. I don't see it being a great business personally.”
Subbarao: Chandrababu Naidu Recognized IT Potential Much Earlier Than Peers
“Yes, that is true that Hyderabad, Mr. Chandra Babanadi, our Chief Minister, saw the potential of information technology, business education, much before most other political leaders, indeed even most other civil servants saw it.”
Habib: Post-ChatGPT, Writer shifted to selling directly to IT and AI leadership
“Over the past year, we have really been selling to IT and the office of the head of AI. And then they really bring us into that first sort of big impactful use case.”
Enterprise Software Renewals Are Harder Than Ever
“Renewals are, I do agree. Renewals are harder than they've been in the past and what creates these renewals to be more difficult. There is a lack of consensus. There's dysfunctional consensus when new personas enter that renewal process. I do agree with the se…”
Dunford: IT buyers care about security, integration, and management overhead, not value
“And IT doesn't really care about the value of your CRM, but they do care. Does it meet the security requirements? It doesn't integrate with the stuff we already have and how much of a pain is this thing going to be to manage? And so we're not actually pitching…”
Lessin: Shein generates $32 billion in revenue
“Yeah, in the U.S., and then it says 30, thirty two billion in revenue.”
Egner: Accumulating 500 internal champions made enterprise IT sales easy for Airtable
“We were looking for champions, in part, so that we could then go to IT, you know, six months down the line and be like, look, You have 500 people using this product. It's been very useful for them. It is time for you to pay now. Not sure IT loved those convers…”
Conrad: Employee data systems must extend beyond HR into IT and finance
“And the idea was that employee data, because it's a lot more distributed, we think, than just the HR department and HR business systems you know, companies need a system that manages employee information. In a way that's not merely just about HR that sort of a…”
McChrystal: Tech Amplifies Disinformation, Driving Rational People to Irrational Acts
“We're in an era now where disinformation, it's not more powerful than it was in the past, but it's more easy to distribute. And so information technology makes it amplifies its effect. And that is dangerous because rational people will do irrational things.”
Lawson: Customer interfaces are digital, making software development a core differentiator, not outsourceable
“The interface that most businesses have with their customers has become a digital interface... And so in that world, IT is no longer something to be outsourced. It is the source of competitive differentiation in the eyes of your customers.”
Bernshteyn: Supply chain fragility stems from information access, not physical goods
“Is there some fragility in our supply chain? Yes. But I would argue that fragility is really in this in the area of information technology, information access rather than in physical access because the goods and services exist. And as soon as there's demand, s…”
Hynes: Rising data and IT costs threaten mid-sized active asset managers
“Differentiated investment insights about the world will still matter, but you're going to need to invest in IT, and you're going to need to invest in science to augment that art, and so how do mid-sized companies continue to make those investments? I know they…”
Casado: Enterprise software must position to both IT and business units
“Most of the products we see in this space have to position both to IT and to the line of business.”
Feaster: Enterprise IT will evolve into horizontal integration management
“I think IT's gonna become an integration and configuration organization, and it's gonna become horizontal.”
Cowen: Unmeasured tech gains account for under one-third of productivity gap
“Now, some people say, well, information technology is a kind of invisible form of productivity, but even when we try to measure that, it doesn't seem to close any more than a third of the gap.”
Masters: Tech progress since the 1970s was mostly limited to IT
“And since since the early seventies we think there's been tons of Globalization and limited progress in technology. Almost all that progress has been confined to IT, which of course we know all about in Silicon Valley.”
Dell: IBM's dominance in IT around 1981 was historically unprecedented
“You know, this company IBM had a leadership of the part of the economy referred to as information technology, unlike any other company at any other time in history. They were by far the dominant company.”
Conde: Biology will function like IT and disrupt non-healthcare industries
“So we're living at this incredible point in time where biology is going to look a lot like information technology, and that it's going to be able to tackle and transform and perhaps even disrupt multiple industries.”