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enterprise

also referred to as: enterprises

4 statements across 4 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Jan 22, 2022 by Chamath Palihapitiya · across every show →

Everything said about enterprise, oldest first

Jan 22, 2022 bullish
Insight
Chamath: Consumer software has an unbounded TAM compared to enterprise software
“Consumers just have an unbounded TAM that enterprises do not.”
Chamath Palihapitiya Jan 22, 2022 ▶ 1:09:04 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Jan 23, 2026 bullish
Assertion Not checkable as stated
Feldman: Very few enterprises have meaningfully adopted AI workflows yet
“I think we are still really early in the demand for AI compute, and I think if you think about, you know, what portion of enterprises have really adopted AI in a meaningful way that has changed their workflow, it's tiny.”
Andrew Feldman Jan 23, 2026 ▶ 1:00:34 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jul 3, 2026 bullish
Prediction Not checkable as stated
Friedberg: Enterprise buyers will spark a buying frenzy for local AI hardware
“I think there's going to be a buying frenzy in the enterprise, not just with the Neo clouds and the hyperscalers. I think the enterprise is going to be a buyer.”
David Friedberg Jul 3, 2026 ▶ 30:43 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
Jul 10, 2026
Insight
Feldman: Enterprises are shifting from unconstrained token access to cost-optimized AI usage
“I think at first people opened up and said, everybody, as much tokens as you want. And in enterprises, there's no open loop. We don't give sort of any resource unconstrained to people. And now we're jumping on and saying, whoa, all right, these guys should hav…”
Andrew Feldman Jul 10, 2026 ▶ 5:52 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
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