enterprise AI

7 statements across 6 episodes · 3 bullish · 1 bearish · 5 people on the record · first statement Jul 27, 2023 by Shyam Sankar · across every show →

Everything said about enterprise AI, oldest first

Jul 27, 2023 bearish
Prediction Not checkable as stated
Sankar: Foundation model companies will struggle to adapt to enterprise multi-model ensembles
“Yeah, I think that's probably the correct direction. And I think one that, that, that model companies will have a hard time with, right? Cause I think they need to have kind of one model to rule them all or directionally that's where it needs to go.”
Shyam Sankar Jul 27, 2023 ▶ 19:18 No Priors Ep. 25 | With Palantir's CTO Shyam Sankar
Oct 5, 2023 neutral
Opinion
Gil: AI entrepreneurs are ignoring consumer social for enterprise
“It's kind of this oddly Almost ignored an area from a entrepreneurship and founder perspective right now. Everybody's rushing at the enterprise stuff and the infrastructure and, you know, that whole stack.”
Elad Gil Oct 5, 2023 ▶ 20:50 No Priors Ep. 35 | With Sarah Guo and Elad Gil
Jul 18, 2024 bullish
Prediction Not checkable as stated
Gil: The big wave of enterprise AI adoption has not happened yet
“And so the big wave of enterprise adoption hasn't even happened yet, right? It's very early days. So all the impact is in the future.”
Elad Gil Jul 18, 2024 ▶ 4:46 No Priors Ep. 72 | With Sarah Guo and Elad Gil
Feb 26, 2026 bullish
Assertion Supported
Tiwari: Enterprise AI reached about $37B total TAM last year
“So I think last year, enterprise AI had about thirty seven billion of total TAM and it's continuing to grow like crazy”
Neil Tiwari Feb 26, 2026 ▶ 16:20 Who's Actually Funding the AI Buildout?
May 11, 2026 neutral
Assertion Not checkable as stated
Taubman: Enterprise AI adoption is currently only around 1% penetrated
“AI is very, very underpenetrated. It's probably around one percent penetrated in terms of real enterprise AI use cases”
Alexander Taubman May 11, 2026 ▶ 17:20 Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
Aug 27, 2026 positive
Insight
Ehrlich says forward-deployed engineers are essential for fast enterprise AI adoption
“Now it seems that you're coming to a large legacy enterprise. They really want to adopt the ad because they have to, the problem is they don't know how to do it. They understand that their processes are very long. There's something that takes a year or two or …”
Ofir Ehrlich Aug 27, 2026 ▶ 30:54 Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
Aug 27, 2026 neutral
Insight
Ehrlich says misaligned incentives between data and business teams stall AI
“We understood that there's a problem with how this works because we have different incentives. You were tasked with doing that. I'm tasked with making sure my systems work, and I'm tasked with making sure that data is intact, no data is running away. I don't a…”
Ofir Ehrlich Aug 27, 2026 ▶ 12:51 Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
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