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
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…”
Jan 31, 2025 neutral
Jan 31, 2025 neutral
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…”
Aug 6, 2025 neutral
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…”
Aug 8, 2025 neutral
Oct 21, 2025 bearish
Nov 5, 2025 positive
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…”
Dec 17, 2025 positive
Jan 16, 2026 neutral
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 …”
Feb 6, 2026 neutral
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.”
Apr 7, 2026 neutral
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…”
Jun 2, 2026 bearish
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.”
Jul 27, 2026 negative
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 …”
Aug 26, 2026 negative
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 …”