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
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…”
Jan 4, 2025 positive
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…”
May 6, 2025 neutral
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…”
May 29, 2025 bullish
May 29, 2025 negative
Aug 29, 2025 bullish
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 …”
Oct 11, 2025 bearish
Oct 16, 2025 negative
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…”
Oct 24, 2025 neutral
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. …”
Oct 24, 2025 neutral
Feb 10, 2026 bullish
Mar 5, 2026
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.”
Mar 5, 2026 positive
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 …”
Mar 14, 2026 positive
Jun 22, 2026