enterprise

“Enterprises are actually lagging a little bit in terms of how do they actually rewire the fabric of the organization using these technologies, but very early in the adoption cycle of that. And companies just don't have the capabilities in house to go after a r…”

“What I genuinely believe is going to happen is the way cursor and AI coding just completely exploded this year, I think is going to pass on to business end users and enterprises are going to actually see the promise of AI that has been there for the last few y…”

“But if you ask an enterprise, did you actually make money out of it? They will in general say no. And the reason for that is that they are not customizing things enough and they are not thinking backward from the problem they want to solve.”

“It's also the only way in which you can create systems that are effectively using your, the folklore knowledge of your employees. That's the knowledge that you've accrued for decades. The only way in which to turn it into an asset that nobody gets access to is…”

“The tokens are not going to be cheap anytime soon. And so the ROI on those tokens will just be much higher in the enterprise because it'll be, you know, generating something that is sort of, you know, impacts the GDP in some way.”

“I think there'll be hundreds of successful, thousands of successful products at that layer, simply because again, enterprises, they just want to, they want to wake up. They want to get their job done. They want to have some alpha relative to competitors. And t…”

“And so we are gonna be in for, again, years and years of enterprises realizing that an AI problem is really a data problem, and to get the AI the right data, They need to make sure they have infrastructure, software, tools, systems that all are in service of g…”

“With enterprise, again, I do believe there will be an ecosystem of providers. People are not going to say, I will only do one thing with one company, everything with one vendor, right?”

“Even though I believe strongly that agentic AI will kind of, like, have a massive impact on the world, and certainly the enterprise, I don't know, all these compute stories really push around, let's just blindly extrapolate over from the last six to eight mont…”

“And so, yes, we're gonna go from pyramid to more like, you know, more like the spindle or the super narrow, you know, sale itself, but That's gonna be the transition that happens probably in the next two to five years.”

“Like right now, I'm not aware of in an enterprise environment where they're not able to run the things that they've built, ok? So they haven't run into that, you know, we'll call it the token limitation or the compute limitation. They've run into that we've sp…”

“The limits are going to be a tolerance for error, a tolerance for costs and a tolerance Again, for like what will be acceptable within the organization of having that thing do versus having, you know, a human do it.”

“Using this stuff out of the box, everyone, no enterprise actually sees any kind of value realization. Like they don't, things don't work well.”

“And kind of where I see most enterprises at, I think they are likely Years away from being able to do anything that, that sophisticated.”

“I don't think that's going to be the case in a year. I think people are going to be much more demanding, especially, again, I go back to the point I made earlier about the incentives for the companies to get this right. Their business is being driven by big en…”

“The consumer version of this has not been driving the way that enterprise has. And, you know, OpenAI started down that path and then realized, you know, from a business perspective, they needed to focus on enterprise and shifted. And now that's what they're do…”

“What's interesting with AI is if you look at what the companies are doing today, which is going after enterprise, that is where the business is, that's where the money is, and I'm a big company spending millions and millions of dollars with Anthropic or OpenAI…”