enterprise AI

3 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jul 9, 2023 by Chamath Palihapitiya · across every show →

Everything said about enterprise AI, oldest first

Jul 9, 2023 bullish
Prediction Not checkable as stated
Chamath: High-value enterprise AI products are 18 to 36 months away
“The real stuff, which is around enterprise software, healthcare the physical sciences, that's where the real AI leaps, I think, will have really momentous value. Those are still 18 to 24 to 36 months away from seeing the light of day, and in terms of real prod…”
Chamath Palihapitiya Jul 9, 2023 ▶ 19:55 E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
May 3, 2025 bullish
Opinion
Sacks: Enterprise AI hype cycle has not reached peak expectations yet
“I don't see the disillusionment. I don't know where this is coming from. I don't even think we're at the peak yet.”
David Sacks May 3, 2025 ▶ 1:17:26 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
Feb 13, 2026 bullish
Prediction Not checkable as stated
Chamath: On-premise infrastructure is coming back for enterprise AI
“On Prem is back. It's going to happen. It's gonna happen.”
Chamath Palihapitiya Feb 13, 2026 ▶ 15:24 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
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