The hosts were debating how fast large companies will adopt agentic AI, with Jay more bullish and Ben worried the slower majority of enterprises will hold things up. Ben argues the whole AI spending story rests on that adoption.
…it has to be to be to be like, that's what I keep coming back to is just this is a hairy challenge and technology is going to help, but we're so early in this. It's like there's more answers. There's more questions than there are answers. How we get from A to point B in the adoption of enterprise.
…later. I think you're 100% right. All these complex issues have to get sorted out. I just, my, my intuition right now is that a lot, that a surprising number of people have done a surprising amount of work and we're further ahead of that curve. It feels to me like it's, it may be something. I hope
so, dude, because like we've talked about, enterprise either funds this cycle or it doesn't. Like, like this is literally like everybody's like, how are we going to pay for AI? And the answer is enterprise. Like they will be the first customers that fund the next few years of this because we don't know what happens in consumer, but literally enterprise is what makes this is go-no-go. And so we need them to not take their dare sweet time. We need technological solutions to this that they can do, you know, deploying the enterprise that chalks all our boxes from security to governance and all of those things. So I hope so. I just worry. I'm a little bit worried that like the longer tail of the enterprise is just going to move a little bit slower because they're a little bit more cautious. They're not your typical leading edge. Technology-driven early adopting of technology, but they're going to be hungry for this because the reality is if you don't do this, you face a competitive risk by someone who will do it when your competitors faster than you. So,
right. Right. I certainly know that in all my company conversations, I hear this repeatedly again and again. There are companies that are just rushing to adopt AI because they just see they can get their employees to be more productive using it. I've had that conversation a dozen times this week…
Anyway, but that's that's part of it. And I agree with that. I think my hope is they move. But again, right, this is the things that just make me come back to we're just still really early. And we, you know, we don't know, we don't know how fast this moves, but that demand is there, right?…
AMD reported this week, I guess, it feels like a million years ago. They had very strong numbers, both quarter and guidance, and talked up their GPU opportunity and their data center estimates for next year. All those numbers were incrementally higher. This was Lisa at her best. This is a company…