Enterprise AI that actually works. Ship production AI (not pilots) @PlainConcepts. Serial founder | LinkedIn Top Voice No-BS insights on agents & real ROI.
Seattle, WA
Joined November 2020
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Most people still think the moat in AI is the model.
It’s increasingly the operational context around it.
That’s why OpenAI and Anthropic are suddenly spending billions on deployment, embedded engineers, integrations, and workflow adoption, rather than just training better models.
The real challenge was never generating intelligence.
It was making it work inside messy, politically complex, security-constrained organizations with decades of legacy systems and processes.
Many SaaS companies won’t disappear because models got smarter. They’ll disappear because workflows no longer need their product layer.
🤖 Made with AI
Best question I heard at Seattle AI Week, from Mike Steep: Who is the author of this decision? The CEO, the board, or the frontier AI company?
Now swap "decision" for "code". If an agent wrote it and a human skimmed it, who owns it when it breaks?
The founder in the basement can now build what used to take a team. So can a thousand others.
The edge is finding a costly problem a company hasn't realized AI can solve, then delivering a result worth paying for. Building is easier. Knowing what's worth building still takes judgment.
Mark Cuban says the lack of AI adoption in organizations means the "trillionaire in the basement" entrepreneur is coming:
"You have to be able to understand as a CEO and in the C-suite how all those things impact your company. Once you get a good grasp on that... you can just find new ways for things to happen that benefit your customers or create new opportunities."
"And that's the brilliance of AI, right? AI is not smart. It's book smart maybe, but it's not street smart. It's not entrepreneur smart. You've got to have somebody there who guides it and helps it."
"But until you have a C-suite that understands how it works, it's gonna be very difficult for that organization."
"I literally sat with the head of a consumer food company... I'm like, 'Okay, well, let's do this. Let's take your number one product, your cookie, right? And I'm gonna ask ChatGPT to create a competitor...' And in about three minutes he was like, 'Oh, s**t.'"
"There's no better time to be an entrepreneur than right now. There will be the trillionaire in the basement."
@mcuban @eriktorenberg @julesyoo
bosqui | Enterprise AI retweeted
39 Million views in 16h
Matt just made some type of record with the Grok Bot product update.
Never leaving this app.
An AI agent changes 20 files and opens a PR. One person has to review it.
If generation scales but verification doesn't, you're growing a queue, not shipping faster.
The real advantage is being able to trust what you ship without reading every line.
Full argument and primary sources here:
lnkd.in/p/egKiXPdw
bosqui | Enterprise AI retweeted
I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model.
Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1 on the recently updated v5.0 of @ArtificialAnlys Intelligence Index at 59. It also leads across key cybersecurity evaluations scoring 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation, and 71.0% on CWE-bench for patching.
We’re seeing significant improvements in long-horizon tasks even compared to Argon, and we’ve strengthened frontier safeguards.
As we did with Argon, we’re going to roll it out gradually + responsibly. Some trusted cyber defenders will get access starting this week. We'll be expanding it to more partners through our Fairwind Program, ahead of wider availability soon, so hang tight!
Some ChatGPT Pro users will get lower usage limits on Oct 30. Same $200/month.
If your teams rely on personal Pro accounts for day-to-day work, this is a good week to find out which workflows depend on them and what happens when they hit the limit.
nitter.gq/zachmoskow/status/2115…
Even OpenAI doesn't want to depend on a single chip vendor. Has anyone here actually negotiated a model-switch clause into an enterprise AI contract, or is that still a procurement fight?
OPENAI REPORTEDLY PLANS TO BUY GOOGLE AI CHIPS
OpenAI plans to purchase AI chips from Google ($GOOGL), according to The Information, citing a person familiar with the matter.
Financial terms and the size of the potential deal were not disclosed. Reuters has not independently verified the report.
77% of these analysts repeated the agent's argument, sometimes word for word, and most felt it was their own call.
If you run agents in finance or ops, what is your sign-off step actually checking?
Duele ver, desde tan lejos, otra tragedia ferroviaria en España.
Nadie debería temer por su vida al coger un tren para trabajar o volver a casa. ¿Dónde va nuestro dinero público?
Todo mi cariño a las familias de quienes ya no volverán a casa.
bosqui | Enterprise AI retweeted
Excited to share Genie 4 today our most realistic and interactive world model:
- steer dynamic environments in real time, shaping events, camera angles, and actions
- generate native audio matched to the world, from realistic background sounds to characters who can converse in real time!
- simulate photorealistic scenes and real-world physics
- create more coherent multi-step events through reasoning from Gemini
We've started to roll out as a research preview to trusted testers. Coming soon to Google AI Ultra subscribers in Project Genie and early access partners via the Gemini API and AI Studio.
Amodei says some Claude answers could be worth tens of millions, so price on value instead of tokens. OK, but value pricing needs a baseline, and many enterprises never measured process costs before AI showed up. Fun contract negotiation ahead!
Dario Amodei: some tokens Claude produces are worth a few cents, others could be worth tens of millions of dollars.
His examples:
1. Telling someone to restart their Mac: the model has said it 10 million times, worth a dollar or less
2. Telling a pharma company to move an aromatic ring to the other end of a molecule: potentially tens of millions
3. Expect pay-for-results pricing, or labor-like pricing by the hour
4. It's a new industry, so many models will be tried
Today pricing is simpler: per the S-1, usage-based pricing was 80% of H1 2026 revenue and subscriptions 20%.
Full breakdown here:
theaiopportunities.com/p/ant…
bosqui | Enterprise AI retweeted
Revenue per employee, 2025-2026:
- ICONIQ typical B2B: $237K
- Cloudflare, before its cut: ~$496K
- ICONIQ Pacesetters ($100M+ ARR): $655K
- Cloudflare, after its cut: ~$690K
- Bending Spoons: $2.57M
- Anthropic: $6.6M+
SaaStr: ~$6.7M
Anthropic's S-1 puts it at over $6.6M in TTM revenue per employee as of Sep 30. A year earlier it was $1.4M. Revenue grew ~14x, and they added people far more slowly than that.
The ICONIQ median is $237K. But the best growth-stage B2B companies run around $655K. Anthropic is 10x the Pacesetters.
SaaStr is at ~$6.7M with ~$20M in revenue, 3 humans and ~20 agents in production.
If your 2027 plan still adds headcount linearly with revenue, you're planning against a benchmark Anthropic just showed is obsolete.
For enterprises, cheaper computer use matters more than any other benchmark. Many agent pilots die because of cost per task. If Terra's pricing holds up in real workloads, some of those come back.
The funniest part is how normal this is in enterprise. The contract decides which AI gets approved, not the model. Same models, different paperwork 🤣
Let me get this straight.
Sweden's government is blocking ChatGPT and Claude on staff computers, starting today.
Staff get Microsoft Copilot instead.
Copilot runs on OpenAI's models. Microsoft added Anthropic's Claude models to it earlier this year.
The digitalisation director says using AI "without a formal contract" puts information security at risk. The government reviewed Copilot and tightened its settings. ChatGPT and Claude never got that review.
Some staff can still use ChatGPT and Claude anyway, through an AI platform the government built in-house.
So Sweden blocked ChatGPT and approved an app running ChatGPT's models.
Make it make sense.
Not shocked Oracle went this way. If ChatGPT becomes where people start their work in finance and HR, Oracle wants to be the system that sees every approval behind it.
$ORCL ANNOUNCES NEW AI PLATFORM THAT LETS CHATGPT EXECUTE ENTERPRISE WORKFLOWS
Oracle introduced Fusion Companion and Fusion Agentic Home at Oracle AI World, allowing employees to manage business operations through AI tools like ChatGPT.
Instead of navigating multiple applications, users can describe what they want done, and the system identifies and coordinates the necessary transactions, workflows, approvals, and AI agents.
The technology works across Oracle's Fusion applications, including finance, HR, supply chain, sales, and customer service, while maintaining enterprise security and permissions.
If the numbers going around hold, 11,900 customers now pay Anthropic over $100k, up from ~950 a year earlier. That's a lot of enterprise budgets about to sit behind a ticker.
Curious what happens to those discounts once there's a quarter to hit 😆
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Honest question for anyone at an S&P 493 company: can you name one workflow AI fully took over this year? that's the only thing that shows up in revenue per employee
APOLLO: AI HAS DELIVERED “ZERO PAYOFF” OUTSIDE BIG TECH
Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America.
Revenue per worker and profit margins are rising for the Magnificent Seven but remain flat for the S&P 493.
Meanwhile, Gartner estimates $3.5 trillion in AI infrastructure spending could face impairment risk by 2030.
The key takeaway: AI investment is booming, but returns outside Big Tech remain elusive.
bosqui | Enterprise AI retweeted
Europe is building its AI future, and we’re all in.
From AI factories and AI agents to robotics and healthcare, Jensen took the stage at #NVIDIAGTC Berlin to show how AI is taking shape across the continent.
Here's a look back at the highlights: