enterprise

also referred to as: enterprises

15 statements across 12 episodes · 6 bullish · 4 bearish · 13 people on the record · first statement Oct 27, 2023 by Artem Keydunov · across every show →

Everything said about enterprise, oldest first

Oct 27, 2023 negative
Insight
Keydunov: Large enterprises abandon embedded analytics vendors to build in-house
“If you look at the embedded analytics market, the bigger organization, the big gets, They're really more custom, you know, like it becomes, and at some point I see many organizations, they just stop using any vendor, and they just kind of build most of the stu…”
Artem Keydunov Oct 27, 2023 ▶ 37:57 Powering your Copilot for Data - with Artem Keydunov from Cube.dev
Jan 4, 2025 positive
Disclosure
ComfyUI plans to monetize via cloud inference and enterprise features
“We're still gonna continue, like, doing the open source, like making MVUI the best way to run Like stable effusion models, like at least the open source side, and like, it's going to be best way to run or models locally, but we will have a few, like a few thin…”
comfyanonymous (Comfy) Jan 4, 2025 ▶ 49:34 AI Engineering for Art - with comfyanonymous
May 6, 2025 neutral
Assertion Not checkable as stated
Enterprise B2B Unexpectedly Drove the Voice AI Monetization Inflection Point
“A little bit to everybody's surprise, the voice AI monetization pull actually came from enterprise and B to B use cases. So a little bit, everybody surprised the inflection point with voice AI in terms of monetizable use cases came on the business side. It's l…”
Kwindla Hultman Kramer May 6, 2025 ▶ 5:35 Voice AI Masterclass — Kwindla Hultman Kramer and swyx
May 29, 2025 bullish
Opinion
Enterprises demand full AI delegation, not 15% to 20% speed gains
“I think that the product experience of delegation is really, really immature right now. And most enterprises though, see that as the holy grail, not like going 15% or 20% faster.”
Eno Reyes May 29, 2025 ▶ 9:55 The AI Coding Factory
May 29, 2025 negative
Opinion
SWE-bench tasks do not reflect actual enterprise software engineering use cases
“That, and also like just in the enterprise, the use cases are pretty different than those represented in something like Sweebench.”
Matan Grinberg May 29, 2025 ▶ 26:27 The AI Coding Factory
Aug 29, 2025 bullish
Prediction Held up
Morcos: Training a specialized frontier model will cost under $1M very soon
“I believe that getting to a frontier model should cost a million dollars or less for most organizations, at least in a specialized domain, right? And when you think about what enterprises need, that's generally what they need. They don't need a model that can …”
Ari Morcos Aug 29, 2025 ▶ 42:49 Better Data is All You Need — Ari Morcos, Datology
Oct 11, 2025 bearish
Opinion
Lenz: Most enterprises avoid reasoning models due to high latency
“Most enterprises don't really want to use reasoning models. The latencies is too high”
Barak Lenz Oct 11, 2025 ▶ 33:15 Building Jamba 3B: the tiny Hybrid Transformer State Space Reasoning Model - Barak Lenz, CTO of AI21
Oct 16, 2025 negative
Disclosure
Corbitt: Realistic sandbox environments almost universally do not exist in enterprises
“When we talk to enterprises almost universally, that's like not something that really exists. So there are some startups, like there's some companies we've talked to that do have it and we can just like use that, but it's a very, very small number that, that a…”
Kyle Corbitt Oct 16, 2025 ▶ 26:10 Why RL Won — Kyle Corbitt, OpenPipe (acq. CoreWeave)
Oct 24, 2025 neutral
Insight
Webster: Finding enterprise AI vulnerabilities is only 20% of the challenge
“The way that I think about it is that if you're in a big company, finding the issue is only, like, 20% of the challenge. And then the rest is you have to triage it. You have to like hook it into your task tracker and your SIM and like all these other systems. …”
Ian Webster Oct 24, 2025 ▶ 26:59 Breaking AI to Fix It: Ian Webster's Journey from Discord's Clyde to Promptfoo's $18M Series A
Oct 24, 2025 neutral
Opinion
Webster: Big enterprises will likely require on-prem MCP tooling
“For the really big companies, something like this would probably have to be on prem, at least in my experience, just because there's, you can get caught up in security reviews and stuff like that for like quarters on, on end.”
Ian Webster Oct 24, 2025 ▶ 41:02 Breaking AI to Fix It: Ian Webster's Journey from Discord's Clyde to Promptfoo's $18M Series A
Feb 10, 2026 bullish
Prediction Not checkable as stated
Enterprises will widely adopt specialized AI pre-training in 2026 and 2027
“So I think like, 26 and 27 are going to be the years where different enterprises start doing specialized pre-training, because the cost of pre-training really amortizes itself very fast.”
Pratyush Maini Feb 10, 2026 ▶ 19:27 ⚡️ Reverse Engineering OpenAI's Training Data — Pratyush Maini, Datology
Mar 5, 2026
Insight
Levie: Most companies lack enough engineers to maintain bespoke internal software
“Most of the economy does not have enough engineers to then maintain all those systems, to update to all those systems, to figure out the relationship between the business problem and what the code needs to do to go and actually manage that.”
Aaron Levie Mar 5, 2026 ▶ 1:15:56 Why Every Agent Needs a Box — Aaron Levie, Box
Mar 5, 2026 positive
Prediction Not checkable as stated
Levie: AI agents will force enterprises to organize their data
“Agents will certainly cause us to be much better organized around how we work with our information simply because the severity of the agent pulling the wrong data will be too high. And the productivity gain of that you'll miss out on by not doing this will be …”
Aaron Levie Mar 5, 2026 ▶ 19:15 Why Every Agent Needs a Box — Aaron Levie, Box
Mar 14, 2026 positive
Assertion Not checkable as stated
Colvin: Enterprise AI agent tools are increasingly hosted via MCP
“If I want to go and register arbitrary tools, that's a whole different thing. And this thing breaks down, but often those tools are more and more, at least in enterprise, in packed up and put behind MCP servers.”
Samuel Colvin Mar 14, 2026 ▶ 31:26 ⚡️Monty: the ultrafast Python interpreter by Agents for Agents — Samuel Colvin, Pydantic
Jun 22, 2026
Insight
Fredrikson: Enterprises refuse public red-teaming for pre-deployment AI agents
“Like enterprises are not willing to put up their pre-deployment agents on the arena for the general public to come hit. They're fine if it's, you know, 20 people that, that we've kind of handpicked from the arena.”
Matt Fredrikson Jun 22, 2026 ▶ 1:00:11 AI Security After Codex and Claude Code — Zico Kolter & Matt Fredrikson, Gray Swan
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