What makes enterprise AI an attractive business opportunity?

Jeff Lawson

Chief Executive Officer · Inertia

Utility model on headcount

Jeff Lawson says enterprise AI is attractive because it taps into headcount budgets, which are far bigger than software budgets, since AI can do work that would otherwise require hiring people.

Robert F. Smith

Founder, Chairman and CEO · Vista Equity Partners

Agentic capacity

Robert F. Smith says agentic capacity is what draws strategic buyers, who look to buy companies that already built a working agentic angle so they can spread its excellence across their own business and capture internal synergies.

The answer starts at 2:22.

John Brewton

Writer & Founder · Operating by John Brewton

Falling development costs

John Brewton says enterprise AI is an attractive business opportunity because the cost of creating company-specific software, workflows, intelligence and interfaces is falling dramatically.

Manish Sood

Chief Executive Officer, Founder & Chairman · Reltio

Unique business data

Manish Sood says the attractive opportunity in enterprise AI lies in unique business data: since models are commoditizing and everyone will have access to them, an organization's own data—gathered over decades—is what makes it unique.

Anastasios Angelopoulos

Chief Executive Officer · Arena

Enterprise entrenchment

Anastasios Angelopoulos says enterprise entrenchment is what makes enterprise AI attractive: if there is entrenchment within enterprise, it's golden; if not, he'd be more nervous.

Gaurav Shinh

Founder · Scikiq

Higher EBITDA margin

Gaurav Shinh says companies adopt AI because they want to increase their EBITDA margin, along with goals like growing faster and collecting cash faster.

Speed

Jan Oberhauser says what you care about with AI is speed, giving the example of a human taking 15 seconds versus AI taking three, which might be worth paying five times more.