Dallas Dolen cites an audience poll from an earlier session at Google Cloud Next regarding pricing tolerance for current AI products.
Prediction Not checkable as stated
Dolen: Rising compute costs could make humans cheaper than AI agents
“The number probably goes up if demand's going up, right? Just natural, basic macroeconomics. So if that happens, we're gonna find ourselves in a position where you might be saying, oh, I could replace That person with some level of agentics, but you know, it's…”
Insight
Dolen: Tech industry value proposition has shifted from software back to hardware
“You had a significant shift in the value proposition. Where was the value coming from? It went from software back to hardware.”
Insight
Dolen: AI shrinks SaaS moats by enabling DIY CRM and ERP
“AI shrunk those moats, and so you can now do CRM on your own. You can now do some components of ERP on your own. You can now do customer attraction on your own and marketing and that type of functionality. Well, that's a compressing feature, right? So in addit…”
Opinion
Dolen: Enterprises hit budget ceilings, not compute bottlenecks, for AI
“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…”
Prediction Not checkable as stated
Dolen: Enterprise org charts will narrow into spindles within five years
“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.”
Assertion Not checkable as stated
Dolen: Enterprises can now use AI agents to automate back-office finance tasks
“You can right now build a Gentix that they're interoperating with your ERP, interoperating with some of your custom built tools to do a lot of the things that historically you had people doing, right? You're checking the, you know, the actuals to accruals, you…”