enterprise
also referred to as: enterprises
26 statements across 21 episodes · 12 bullish · 6 bearish · 21 people on the record · first statement Apr 19, 2020 by Sanjay Nath · across every show →
Everything said about enterprise, oldest first
Apr 19, 2020 bullish
Autonomous systems will drive enterprise growth as mandatory in-office work declines
“I think people are not necessarily going to feel that you have to be at work Monday to Friday or Monday to Saturday, but the future of work is here. So, so autonomous systems will drive, you know, a lot of the growth and I think, you know, enterprises start pi…”
Sep 14, 2020 bearish
Mar 15, 2021 positive
Khandelwal: B2B SaaS avoids prolonged unprofitability due to sticky enterprise revenue
“It's a lot more easier in B to B SaaS because that cycle is a little bit different when you sell to an enterprise. It's a longer period of cycle. But it's a very sticky cycle. So once you are able to get the product, then there is a constant flow of money whic…”
Nov 29, 2021 positive
Bansal: Enterprises are increasingly willing to partner with startups over legacy vendors
“Enterprises have increasingly more appetite they recognize that they will not have all the solutions in-house, or your traditional enterprise tech providers may not have the solution, so they're quite willing to experiment and also partner with startups.”
Nov 29, 2021 neutral
Feb 28, 2022 positive
Feb 28, 2022 negative
Nov 21, 2022 neutral
Jagannathan: SMB owners treat company cash as personal money, driving extreme frugality
“I think the most important one is that I think I felt it is there is very little difference between company money and my money. It's not like a, you know, there are several line items that are competing for the cash. So, which means that that much more frugal,…”
Apr 17, 2023 positive
May 23, 2023 positive
Feb 2, 2024 positive
Agarwal: Most Enterprises Will Train Domain LLMs Over General Models
“So most enterprises that you will see that they will just do it that way. In many cases that you'll also see that especially for the enterprises again, that they will go and train the LLMs with the data set for their domains, with their data. Instead of just g…”
Apr 4, 2025 bullish
Apr 11, 2025 bullish
Sanghi: Nearly all enterprises want or use AI in production but lack know-how
“Almost all enterprises today, whether it's just AI native startup or an enterprise, everybody either is already using AI in production or wants to use AI in production, but a lot of them don't know what, how to go about it, right?”
Jul 11, 2025 negative
Jul 11, 2025 bearish
Nov 12, 2025
Nov 12, 2025
Mar 19, 2026 neutral
Agarwal: Visibility and spending control are enterprises' two biggest AI anxieties
“The two emotions people are very worried about in the AI world, especially larger enterprises, is I don't have visibility on what's happening. It's a black box. It goes wrong. It hallucinates. It can cause problems. My agents can break a lot of these things, r…”
Apr 16, 2026 positive
May 10, 2026
Jun 9, 2026 negative
Ambati: Enterprise middle managers distrust big consulting firm pitches
“Enterprises are actually looking for solutions to their problems. And quite often what happens is the big companies that they're working with, the managers, the VP and below levels, like the directors and managers, they actually don't approve of the, Call it t…”
Jun 11, 2026 bullish
Jun 11, 2026 neutral
Saxena: Fast-scaling AI founders are generally young grads, not enterprise veterans
“Today, in this bucket that I mentioned is a company that gets to a hundred million ARR in two years with less than 50 people. That founder persona is generally not a 1520 years experienced veteran in the enterprise. It's generally a much, much younger persona …”
Jul 28, 2026 neutral
Jul 31, 2026 positive
Aug 14, 2026 negative