“The stat that caught my eye was that there's a hundred and fifty billion output a year that's lost in the US as a result of outages, right?”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
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More from Mark Moffat
Opinion
Multimodal AI Systems Are Better Described as 'World Models' Than LLMs
“So I think the very description of LLM
Needs to change.
In fact, I think now we're talking about world models.
I think world models are a more accurate description of what we're talking about.”
Mark MoffatNov 25, 2025▶ 15:31Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
PredictionNot checkable as stated
Fully Automated 'Lights-Out' Factories Will Categorically Emerge in Many Industries
“So it's categorically going to be the case in many industries, and that would be an example perhaps of the ninety-two million that I talk about. But it's not going to be true of every single industry.”
Mark MoffatNov 25, 2025▶ 21:49Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
AssertionNot checkable as stated
Moffat: Most Frontier AI Models Rely on Consumer Revenue, Except Anthropic
“The reality is that most frontier models right now, I think based on what I can deduce, are making most of the revenue from consumer applications. With the exception of Anthropic, who are distinctive, I think, and focused on the enterprise.”
Mark MoffatNov 25, 2025▶ 27:59Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
Insight
Moffat: AI's Full Potential Requires Enabling Frontline Field Workers
“So it stands to reason you don't get the full benefit of AI until you enable that workforce.”
Mark MoffatNov 25, 2025▶ 1:27Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
AssertionNot checkable as stated
Every Global IFS Customer Is Currently Facing Labor Shortages, Says Mark Moffat
“Every customer that we deal with, whether it's in North America, whether it's in Europe, Whether it's in Asia and the industries that we serve to a greater or lesser extent are dealing with labor shortage today.”
Mark MoffatNov 25, 2025▶ 17:43Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
AssertionSupported
Mark Moffat Says 70% of the Global Workforce Is Deskless
“70% of the world's workforce are not behind a desk.”
Mark MoffatNov 25, 2025▶ 0:49Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
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