Enterprise Philosophy and The First Wave of AI

The author's  core contention is that AI truly is a new way of computing, and that means the better analogies are to computing itself rather than the internet revolution. Transformers are the transistor, and mainframes are today’s models. The GUI is, arguably, still TBD.

To the extent that is right, then, the biggest opportunity he feels is in top-down enterprise implementations. That will be the only way to justify the compute necessary to scale out agentic capabilities, and to do the years of work necessary to get data in a state where humans can be replaced. The bottom line benefits - the essence of enterprise philosophy - will compel just that.

And, by extension, we may be waiting longer than we expect for AI to take over the consumer space, at least at the scale of something like the smartphone or social media. True consumerization of AI will be left to the next generation who will have never known a world without it.