enterprise AI
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Feb 2, 2024 by Manoj Agarwal · across every show →
Everything said about enterprise AI, oldest first
Feb 2, 2024 positive
Agarwal: Enterprises will adopt AI only within strictly bounded datasets
“What like every enterprise, the way that they're going to go and adopt the AI is like, okay, here is this, you just, I want you to just play within this boundary. Here is the information that I'm providing you. If you can get the answer, then answer it. If not…”
Jun 9, 2026 positive
Ambati: Enterprise AI deals are won on trust, not model accuracy
“I would say enterprises don't optimize for accuracy of a model, right? So they're more so optimizing for reliability and trust. So it's very it's very, I think, in today's age with this new, ah, level of capability that the models have, getting the accuracy ri…”
Jun 11, 2026 bearish
Saxena: Major enterprise AI failures will stem from bad data feeds
“So at some point, you're going to start seeing front page headlines in the Wall Street Journal saying, this healthcare company or insurance company rejected one million claims, which it shouldn't have because the AI agent went rogue, or this credit card compan…”
Jun 18, 2026 neutral