Global 2000 enterprises
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 17, 2026 by Rodrigo Liang · across every show →
Everything said about Global 2000 enterprises, oldest first
Jul 17, 2026 bearish
Liang: Relying on commodity AI models will compress enterprise margins within two years
“If you actually transfer all of those You know, services, that differentiation, to all using the same exact model. That's in the community. Where does the differentiation come from? Right? And so what most companies start to realize, if you just fast forward, …”