Garman: Expecting one dominant AI model is a fundamentally flawed premise
“And this is where a lot of people started, and I just think it's fundamentally the wrong way of thinking about it. Which is a lot of times people are thinking about there's just going to be this one model and I want to have the one model that's going to be the…”
Garman: Cloud Optimization Is Largely Finished, Funding AI and AWS Growth
“Customers, I think number one, a lot of them have been optimized, right? And there's only so much you can kind of squeeze into an Optimize place and customers are still looking for optimizations, but a lot of that work has been done and they're using some of t…”
Garman: Enterprise cloud adoption will flip from 20% today to over 80%
“But I do think, and I actually think that at a minimum I think that, that percentage could flip, and it could be eighty-twenty versus 28 where it is today, or even less.”
Garman predicts foundation models will command less attention over time
“Today the models is the front and center thing that everybody pays attention to, but I think increasingly it'll become a smaller percentage of the thing that people pay attention to”
Next generative AI leap requires integrating action-taking agentic workflows
“The next generation of and the next step forward and what we can get out of AI systems is going to depend a lot on, How well we can integrate agentic workflows and actually get these AI systems to do things, not just kind of summarize and tell us information.”
Garman's first startup burned $27 million in 18 months before folding
“My very first startup. We raised, I think at the time was a lot of money. It was twenty seven million dollars. We ran out of money in like 18 months, and then, you know, the 2000 came around, and there wasn't any more funding, and we went out of business.”
Most enterprises will eventually stop building their own AI models
“Most companies are not going to build their own models over time. They might tweak them a little bit, but I think a lot of companies are going to build, are going to use the applications that use the software and the models underneath.”