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
Prediction Not checkable as stated
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…”
Sanjay Nath Apr 19, 2020 ▶ 14:16 Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
Sep 14, 2020 bearish
Opinion
Gandhi: Enterprises are stale and underutilizing AI and data across verticals
“Bubble or not, enterprises are stale. They have old technology. They're not taking advantage of data, AI, machine learning to the point that they should in every vertical marketing, sales, HR, finance, everything.”
Shruti Gandhi Sep 14, 2020 ▶ 10:51 Shruti Gandhi, Array Ventures on taking SaaS companies from Zero to $10 Million ARR
Mar 15, 2021 positive
Insight
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…”
Dilipkumar Khandelwal Mar 15, 2021 ▶ 32:28 Dilipkumar Khandelwal on building a strong portfolio of B2B SaaS companies as an Angel Investor
Nov 29, 2021 positive
Insight
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.”
Anjali Bansal Nov 29, 2021 ▶ 30:47 Investing Lessons from Anjali Bansal, Founder, Avaana Capital and The next Decade in VC
Nov 29, 2021 neutral
Insight
Bansal: Mission-critical enterprise software deployments still take up to a year
“If it's a mission-critical application, then obviously they will be a lot more thoughtful and do a lot more diligence, and yes, it could take up to a year before they Do a full deployment.”
Anjali Bansal Nov 29, 2021 ▶ 31:13 Investing Lessons from Anjali Bansal, Founder, Avaana Capital and The next Decade in VC
Feb 28, 2022 positive
Insight
Bijapur: Modern SaaS playbooks require starting mid-market before moving upmarket
“And if you look at the SaaS playbook that we see these days, you always start mid-market now and then move much more enterprise as you grow.”
Shashank Bijapur Feb 28, 2022 ▶ 15:46 Building a Generational Company That's Changing the Way Legal Services are Delivered
Feb 28, 2022 negative
Opinion
Bijapur: Startups cannot find PMF in their first two years going enterprise-first
“I don't think any startup today can start a enterprise first business and really find product market fit in the first year or two years.”
Shashank Bijapur Feb 28, 2022 ▶ 15:04 Building a Generational Company That's Changing the Way Legal Services are Delivered
Nov 21, 2022 neutral
Insight
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,…”
Karthik Jagannathan Nov 21, 2022 ▶ 23:07 India's Favorite WhatsApp Solution Provider Ft. Karthik Jagannathan, Founder of Gallabox
Apr 17, 2023 positive
Assertion Supported
Whatfix found product-market fit only after pivoting to enterprise
“It actually started from a community. From community, we went to SMB, and from SMB, we came to enterprise, and that's where we got real fit, actually.”
Khadim Batti Apr 17, 2023 ▶ 3:45 How they built a $600M SaaS Company? Ft. Khadim Batti & Vara Kumar Namburu - Co-founders, Whatfix
May 23, 2023 positive
Insight
Ahluwalia: SaaS founders should charge high prices because large enterprises ignore costs
“Build for large enterprises and charge them high because enterprises don't care about how much they pay”
Siddhartha Ahluwalia May 23, 2023 ▶ 12:20 Podcasting to Investing: Breakdown of Our Journey | 100x Entrepreneur
Feb 2, 2024 positive
Prediction Open · timeframe Feb 2029
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…”
Manoj Agarwal Feb 2, 2024 ▶ 35:50 Deepfakes, AGI, Jobs Under Threat & More | DevRev Founder, Manoj Agarwal | Neon Show
Apr 4, 2025 bullish
Assertion Not checkable as stated
Swaroop: AI startups hit double-digit millions in under a year via PLG
“A lot of the AI companies are shooting up like crazy. They're going from zero to double digit million revenue in less than a year. A lot of that is happening because of PLG motion, which is working in favor of enterprises.”
Prayank Swaroop Apr 4, 2025 ▶ 22:54 How Accel Deploys $650M in India & Manages $5B in Growth + Late Stage | Prayank Swaroop
Apr 11, 2025 bullish
Assertion Not checkable as stated
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?”
Sharad Sanghi Apr 11, 2025 ▶ 2:15 Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
Jul 11, 2025 negative
Opinion
Chakkarapani: US enterprises are adopting AI too slowly due to risk aversion
“I would say too slow. I think there is a lot of risk of issue. And also more around what's possible and what's feasible.”
Karthik Chakkarapani Jul 11, 2025 ▶ 22:18 What Startups Can Learn from a $1.7B Co. Chief Information Officer | Karthik Chakkarapani
Jul 11, 2025 bearish
Insight
Enterprises physically cannot consume startup software updates on a weekly cadence
“A startup vendor may release features every week or every day or every hour, but enterprises cannot consume it. At the same scale and speed, because you need to change management, you need to do quality testing.”
Karthik Chakkarapani Jul 11, 2025 ▶ 55:14 What Startups Can Learn from a $1.7B Co. Chief Information Officer | Karthik Chakkarapani
Nov 12, 2025
Assertion Not checkable as stated
Aggarwal: 90% of the enterprises we speak with operate across multiple clouds
“The opportunity is that, 90% of the customer that we talk to are enterprises, and they are multiple, they may not be multi-cloud, but they are multiple cloud.”
Sachin Aggarwal Nov 12, 2025 ▶ 42:44 The Founder Who Mastered Timing Ft Sachin Aggarwal | StackGen
Nov 12, 2025
Insight
Aggarwal: Enterprises run isolated workloads across clouds, not truly portable multi-cloud
“Most enterprises are not truly cloud native, that they can port their application on one cloud to another cloud without any problems. Most organizations are multiple cloud.”
Sachin Aggarwal Nov 12, 2025 ▶ 43:22 The Founder Who Mastered Timing Ft Sachin Aggarwal | StackGen
Mar 19, 2026 neutral
Insight
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…”
Rohit Agarwal Mar 19, 2026 ▶ 5:25 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Apr 16, 2026 positive
Opinion
Nair: Consumer growth mechanics put enterprise go-to-market to shame
“Like growth business that they do will put all enterprise into shame. It is a very different type of skill and science.”
Sudheesh Nair Apr 16, 2026 ▶ 19:09 After $9B IPO This Founder is Rebuilding Internet for Agents | Sudheesh Nair, Thoughtspot, Nutanix
May 10, 2026
Insight
Poojan Kumar: Enterprise startups must be built on major sector discontinuities
“Whenever I, you know, look at starting something, at least in the enterprise, you have to look at what's the big discontinuity happening in the sector, right?”
Poojan Kumar May 10, 2026 ▶ 3:17 How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
Jun 9, 2026 negative
Insight
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…”
Vamshi Ambati Jun 9, 2026 ▶ 47:06 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
Jun 11, 2026 bullish
Prediction Not checkable as stated
Saxena: Non-human digital identities in enterprises will explode
“Non-human identities will explode that I feel confident about.”
Shashank Saxena Jun 11, 2026 ▶ 32:08 Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
Jun 11, 2026 neutral
Opinion
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 …”
Shashank Saxena Jun 11, 2026 ▶ 20:03 Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
Jul 28, 2026 neutral
Prediction Not checkable as stated
Sarin: Enterprise AI ROI validation will appear in 12 to 18 months
“When that implementation will happen, which my guess is over next 12 to 18 months, we'll start seeing some, the earliest signs about the validation of the efficacy of that. Right, that the, what ROI one is going to generate.”
Rohit Sarin Jul 28, 2026 ▶ 19:43 Money Rules The Top 1% Follow and Others Ignore | Rohit Sarin, Client Associates
Jul 31, 2026 positive
Insight
Krishnan: Agentic products on existing models offer highest enterprise AI ROI
“And very often we do find that the right kind of agentic products built on top of existing models is the right high ROI decision for most enterprises.”
Vijay Krishnan Jul 31, 2026 ▶ 2:42 The Man Training GPT, Gemini & Claude Reveals What's Coming Next | Vijay Krishnan, Turing
Aug 14, 2026 negative
Insight
Jain: Selling software directly to BPOs fails because end-clients control tech stacks
“The end client is a decision maker. They decide what technology stack will be used, and BPO is just doing that. So trying to sell to a BPO doesn't make sense. You have to go to the end enterprise.”
Swapnil Jain Aug 14, 2026 ▶ 17:49 ChatGPT Killed My $50M ARR Business Overnight | Swapnil Jain Observe Al
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