enterprise
3 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Apr 4, 2024 by Brad Gerstner · across every show →
Everything said about enterprise, oldest first
Apr 4, 2024 bullish
Dec 12, 2024 positive
Nadella: Enterprise AI agent data access will use licensed connector interfaces
“On the enterprise side, I think what will happen is everybody will say, hey, in order for you to either action into my action space or to get data out of my sort of schema, so to speak, there is some kind of an interface to my agent that is licensed, so to spe…”
Oct 31, 2025 positive
Nadella: AI agents will replace seats in enterprise software monetization
“Whereas in the enterprise, one is it's not winner take all. And two, it is going to be a lot more friendly for agentic interaction. So it's not like, for example, the per seat versus consumption. The reality is agents are the new seats.”