enterprise
also referred to as: enterprises
15 statements across 13 episodes · 3 bullish · 6 bearish · 10 people on the record · first statement Apr 25, 2023 by Matei Zaharia · across every show →
Everything said about enterprise, oldest first
Apr 25, 2023 bullish
Zaharia: Data-rich enterprises may become model and data vendors
“And I think, I actually think even a lot of the enterprises that like have a lot of the data and various domains might turn more into data or model vendors of some form in the future you know, as they use this to like build something that no one else can.”
Aug 3, 2023 neutral
Gil: Big Enterprises Need 1-2 Years To Deploy LLMs Into Production
“And the big enterprises are going to take another year or two because it's, they're just in their planning cycle still around this stuff. They just started really thinking about it and how to incorporate it and what to use it for. And then they're going to hav…”
Jan 31, 2024 negative
Feb 8, 2024
Gil: Enterprises Adopt LLMs Internally for Efficiency Before Launching Externally
“I found in, in general, people have tended to follow the pattern that you mentioned, which is they start off kind of thinking, hey, what should we do externally? And then they immediately collapse into doing something internally just so that people get their h…”
Mar 21, 2024 positive
Srivastava: Most enterprises start AI adoption with developer copilots
“What we're seeing now is that, like, copilots, especially cogen stuff that actually has already made its way into the enterprise. Like, most enterprises we talk to, like, when you say, when you ask them how advanced are you on their AI strategy, they'll tell y…”
Mar 21, 2024 negative
Oct 8, 2024 bearish
Goyal: Enterprise AI data infrastructure will move away from data warehouse ETL
“And I think the way that enterprises will collect data and leverage it into, you know, these AI processes does not look like doing ETL on a data warehouse that's, you know, running in, in Amazon or something like that. I think it's gonna totally change.”
Jul 17, 2025 bearish
Laskin: Enterprise AI coding tool productivity impact is negligible or negative
“Within enterprises, when you know, they're adopting coding tools and you see the impact that this is having on their actual productivity. And I think it's much lower than people expect. So it's in fact, it's sometimes negative, sometimes negligible.”
Sep 11, 2025 neutral
Gil: Biggest enterprise AI blocker is people and processes, not tech
“The biggest obstacle to AI implementation in enterprises tends to be people, processes, You know, organizational redesign. It has less to do with the technology sometimes than rejiggering things so the technology can actually be placed into the workflow or pla…”
Oct 2, 2025 neutral
Arora: Enterprises Are Not Giving LLMs Autonomy for Agentic Tasks
“None of us are giving autonomy to any form of LLMs to create any agentic task or do any work For me, we're all using them with human and humans in the loop for suggestions, and we're still sort of using the use cases where we are okay with multiple answers whe…”
Dec 19, 2025 bullish
Levie: 2026 Enterprise AI Delivery Will Center on Domain-Specific Agents
“Twenty-twenty-six prediction would be that this is going to be certainly the continued year number two of AI agents, but in particular AI agents in the enterprise in either deep vertical or domain specific areas. I think this is going to be the main way that w…”
May 28, 2026 negative
Without specific controls, enterprises must choose between neutered AI or risk
“If you're not building some kind of controls that are built for these systems, then you're either gonna end up limiting them a lot, making them almost much less useful to the enterprise, or you're gonna miss a lot of pretty dangerous things that they might be …”
May 28, 2026 neutral
Autonomous coding agents make up over 50% of enterprise AI usage
“Of these categories, I would say roughly at this point, over 50% is the autonomous coding agents and assistants in the average enterprise. Then probably 45% is is those low code automations. And the last two percent are really the first party ones that they're…”
Jul 31, 2026 negative
Aug 6, 2026 neutral
Gil: Enterprises will shift to strict ROI-driven token budgeting
“And then I think the next wave is what are the projects and people that should actually get outsized pieces of a token budget. And what is that return on investment? Is this sort of next shift that's coming? It'll take some time though. I mean, many people are…”