enterprise AI

14 statements across 13 episodes · 3 bullish · 4 bearish · 11 people on the record · first statement Oct 30, 2024 by Aidan Gomez · across every show →

Everything said about enterprise AI, oldest first

Oct 30, 2024 positive
Insight
Gomez: 2023 Was AI Proof of Concept; 2024 Is Scale Production
“So last year was very much the year of the proof of concept. People were getting familiar with the technology. It was their first time working with it. And so there were a lot of small tests and experiments, but this year is very much one of going to productio…”
Aidan Gomez Oct 30, 2024 ▶ 2:10 The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
Jan 31, 2025 neutral
Assertion Not checkable as stated
An 80 percent failure rate for enterprise AI proofs-of-concept is common
“And although, yeah, 80% failure rate is not uncommon or call it, you know, getting thrown on the shelf, right? First of a kind is last of a kind type of scenario.”
Antoine Shagoury Jan 31, 2025 ▶ 9:22 Implementing AI In The Real World — With Kyndryl's Antoine Shagoury
Jan 31, 2025 neutral
Insight
Most enterprise AI projects actually just require simple automation, says Shagoury
“And we often find many of the POCs turn into, they don't require complex AI, new model development and things in that space. They require simple automation. So they require more or more data, right? Or more programmatic changes in how the application is operat…”
Antoine Shagoury Jan 31, 2025 ▶ 9:48 Implementing AI In The Real World — With Kyndryl's Antoine Shagoury
Aug 6, 2025 neutral
Prediction Not checkable as stated
Roy: AI will not be a winner-take-all market with one dominant model
“Well, no, so I'm a firm believer that no, no one is going to win it all. The consumer and enterprise are different, that different, you know, like the act of software engineering is different than the act of marketing. And I'm definitely not a God model. One m…”
Ranjan Roy Aug 6, 2025 ▶ 17:48 Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
Aug 8, 2025 neutral
Opinion
Lightcap: Enterprise Has Not Yet Had Its ChatGPT Moment
“In many ways, I always kind of say we haven't yet seen the ChatGPT moment, I think, in business for AI.”
Brad Lightcap Aug 8, 2025 ▶ 22:22 OpenAI COO Brad Lightcap: GPT-5's Capabilities, Why It Matters, and Where AI Goes Next
Oct 21, 2025 bearish
Prediction Not checkable as stated
Migoya: Complex enterprise AI adoption will be slower than expected
“I think that this next generation wave of change will come. It will take a while, and it will be a slow, a slower than expected adoption on this complex side while the easy cases will be solved quite fast, very fast.”
Martin Migoya Oct 21, 2025 ▶ 4:32 How Enterprises Actually Get ROI From AI — With Globant CEO Martin Migoya
Nov 5, 2025 positive
Insight
Sansbury: Enterprise AI Value Requires Proprietary Context Over General Pre-Training
“It's only valuable to train on our own internal context, A, and B, that model does not have to have read War and Peace to deliver to us that it doesn't have to be generally trained on everything that's available. It has to be trained on our content. And so the…”
Charles Sansbury Nov 5, 2025 ▶ 23:13 Why Getting Data Right Could Be The Key To Effective AI Projects — With Charles Sansbury
Dec 17, 2025 positive
Assertion Partly supported
Gartner expects enterprise AI revenue to reach $37.5B in 2026
“It's expected, according to Gartner, to bring in 37.5 billion dollars in revenue next year. Enterprise AI. That's up from zero in 2022 or effectively zero in 2022.”
Alex Kantrowitz Dec 17, 2025 ▶ 3:27 OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
Jan 16, 2026 neutral
Insight
Mensch: AI systems will never work out of the box in a single shot
“We're never going to be able to build systems that work out of the box in a single shot. And the one thing that we try to convey to our customers is that they need to build a prototype that's going to work 80% of the time. But then how do they get from 80% to …”
Arthur Mensch Jan 16, 2026 ▶ 46:58 Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch
Feb 6, 2026 neutral
Insight
Pineau: Enterprise customers prefer smaller, cost-efficient models over frontier AI
“In reality, paying customers want like a good trade-off in terms of performance for efficiency. So, you know, we'll train bigger models, but we'll deploy smaller models because it gives us that trade-off. It's like good enough intelligence to get the job done.”
Joelle Pineau Feb 6, 2026 ▶ 26:54 AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau
Apr 7, 2026 neutral
Insight
Bose: Enterprise AI stalls because generic outputs slow down human reviewers
“Today, I don't think customers are getting, like, in general, as people have been embracing AI, they aren't getting that level of exponential output or maybe the right way to say it is they aren't getting the level of exponential outcomes from their investment…”
Arnab Bose Apr 7, 2026 ▶ 19:23 Should Software Companies Embrace AI or fight it? — With Asana Chief Product Officer Arnab Bose
Jun 2, 2026 bearish
Prediction Not checkable as stated
Roy: Enterprise AI Will See Pullback Over Undirected Token Spending
“I think we're going to see a pullback and we are going to recognize, but structurally, I mean, this is the thing structurally, when you go to your entire engineering team and say, Go use as much as you can of this when there's no clear direction.”
Ranjan Roy Jun 2, 2026 ▶ 21:30 Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
Jul 27, 2026 negative
Opinion
Ranjan Roy: OpenAI's manic energy distorts enterprise and consumer AI
“Again, working in enterprise AI for a company that is only focused on enterprise AI since its founding, you see how that energy distorts the proper conversation very quickly when open AI comes in. Like suddenly the way people approach it, the scale with which …”
Ranjan Roy Jul 27, 2026 ▶ 45:31 What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
Aug 26, 2026 negative
Insight
Brown: Enterprises have a problem if AI vendors grade their own outputs
“If you are using AI for something really important, ask yourself, who is checking the outputs? And the information that you're getting. And if it's the company that sold you the AI, you have a problem. So you, whether you're building your own evals internally …”
Campbell Brown Aug 26, 2026 ▶ 40:50 How AI Should Handle News, Politics, Medicine, and Mental Health — With Campbell Brown
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