enterprise AI

3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 17, 2024 by Douwe Kiela · across every show →

Everything said about enterprise AI, oldest first

Jan 17, 2024 neutral
Insight
Kiela: 95% of Enterprise AI Use Cases Fall into Three Buckets
“I think if you look at the landscape of use cases that we see right now, there are roughly three big buckets. So one is around information discovery and information synthesis... Then there's a lot of hierarchical summarization use cases... And then there's a l…”
Douwe Kiela Jan 17, 2024 ▶ 5:50 How Enterprise Companies are Buying AI (or Not) with ContextualAI, Anthropic, and Glean
Sep 6, 2024 bullish
Insight
Lemkin: Vertical SaaS will surge because SMBs cannot find human workers
“I think in the enterprise AI and automation are about cutting headcount. Let's cut half of the thousand agents we have doing support. My thesis is vertical SAS is blowing is going to blow up because there just aren't anyone to do the work. There's just no, fir…”
Jason Lemkin Sep 6, 2024 ▶ 25:11 Why Vertical SaaS is Booming, And How to Get 110% NRR from SMBs, with Jason Lemkin + Mangomint's CEO
May 21, 2025 bullish
Assertion Partly supported
Lemkin: Enterprise AI Drives Palantir's Re-Acceleration at $3.5B Revenue
“Palantir is re-accelerating at an incredible rate at three and a half billion in revenue, all driven by enterprise AI deals.”
Jason Lemkin May 21, 2025 ▶ 13:57 SaaS + AI: It’s Time to Move Much Faster with SaaStr CEO and Founder Jason Lemkin
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