enterprise AI

5 statements across 4 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement Feb 8, 2024 by Aaron Levie · across every show →

Everything said about enterprise AI, oldest first

Feb 8, 2024 neutral
Opinion
Levie: Enterprise AI Remains Strictly in the Experimentation Phase
“AI is just in the experimentation phase. For all intents and purposes in in the enterprise right now.”
Aaron Levie Feb 8, 2024 ▶ 39:28 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
Mar 7, 2024 bullish
Prediction Not checkable as stated
Gurley: Open-source AI models will outperform proprietary models in the enterprise
“So there's a lot of different elements that, that make me think that the open source component models, Are gonna be way more successful in the enterprise, and it's a really tough thing to compete with.”
Bill Gurley Mar 7, 2024 ▶ 39:14 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Apr 4, 2024 bullish
Opinion
Gerstner: AI Enterprise Ubiquity Will Match the Database and Internet
“It tells me that the use cases are unlike anything else we've seen since perhaps the database or the internet itself, where those became ubiquitous in every single enterprise.”
Brad Gerstner Apr 4, 2024 ▶ 14:13 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Dec 23, 2025 positive
Insight
Jain: 95% enterprise AI failure rate is desirable for tech experimentation
“The thing that I feel you know, is happening in enterprises, you hear these 95% of projects fail, But, like, you know, like, that's actually what you want. Like, you, like, when you are actually experimenting with new technology, if all of your projects are fa…”
Arvind Jain Dec 23, 2025 ▶ 2:30 AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
Dec 23, 2025 positive
Insight
Ghodsi: Enterprise AI advantage lies in proprietary data and processes
“It really comes down to your company. What data does your company have that's special? That your competitors don't have. Can you leverage that? And can you build AI that really understands that data? Because that's not a commodity. There's not an AI out there …”
Ali Ghodsi Dec 23, 2025 ▶ 7:18 AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
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