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
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:
bosqui | Enterprise AI retweeted
GOOGLE 🔥: Managed Agents are coming to Google AI Studio soon.
Users will be able to "Inspect and manage their autonomous AI agents, their tools, environments, and triggers" from a dedicated Agents hub.
Earlier this week, Google announced its new Agent Compute Engine for GCP, on top of which this solution is likely being built.
The Information says Rippling's engineers went from 57% Anthropic / 16% OpenAI for coding work in May to 18% / 52% now.
Replit just made OpenAI its default model too, and its CEO says cost was part of it.
Five months. The model is a vendor now, not a moat.
If you can't swap yours in a week, that's your real lock-in.
The Information on Rippling (paywalled, via AI Weekly's summary): aiweekly.co/alerts/replit-sh…
Replit's CEO at TechCrunch Disrupt: techcrunch.com/2026/10/17/re…
Apollo's chief economist just said AI has delivered zero financial payoff outside Big Tech. Revenue per worker and margins: flat across the S&P 493.
I buy the data. I don't buy the diagnosis.
It's rarely the model. Most companies bought tokens and never changed how they do the work. No owners, no evals, no P&L tracking.
That's not an AI problem!!
Torsten Slok's note (Apollo) 👇apollo.com/wealth/insights-n…
bosqui | Enterprise AI retweeted
The rate at which US companies disappear has more than halved since 2000.
Five-year failure risk (the proportion of companies present in a given year that are delisted within the following five years) peaked at around 40% in the early 2000s. It now sits at roughly 18%, about where it stood in 1980.
The BCG Institute reached this number by assembling a database of over 30,000 US-listed public companies from the last 50 years. Its analysis found that a company’s failure rate depends on its age, size, and industry.
Here’s what CEOs can do if their failure risk is rising: on.bcg.com/4smWYI8
bosqui | Enterprise AI retweeted
Five years into his run as CEO, Andy Jassy has nearly tripled the size of AWS, grown Amazon's revenue by about 80%, and expects to spend $220 billion this year to win AI. Amazon's AI business hit a $25 billion run rate in three years, growing several hundred times faster than early AWS.
Jassy joins a16z's Ben Horowitz and Erik Torenberg to discuss the decisions behind that run, from rebuilding Amazon's fulfillment network after the pandemic to the AWS origin story.
They also cover why data centers became a political fight, Amazon's custom chips, its stakes in Anthropic and OpenAI, why inference needs to get 10x cheaper, AI's most underrated risk, and why every company will have to reinvent its products from scratch, plus Jassy's advice for anyone who's 18 today.
0:47 How Amazon has changed since 2021
1:51 How the pandemic reshaped retail
3:30 Why AI supercharged AWS's growth
5:20 When leadership principles clash
9:36 $60M vs. $25B: early AWS vs. early AI
13:20 How the AI CapEx cash cycle works
15:44 Why the US must build data centers
20:55 The labs-to-enterprise AI barbell
23:12 Demand vs. longtime AWS customers
28:11 Annapurna, Graviton, and Trainium
33:55 Backing Anthropic and OpenAI
37:15 Why AI means smaller teams
42:13 AI's underrated risk: security
46:29 Why Amazon rewired Alexa's brain
53:07 What Jassy tells his kids about AI
56:36 Betting on AI, robotics, and space
YouTube: youtu.be/-YMMRQ1qscI
@ajassy @Amazon @bhorowitz @eriktorenberg
bosqui | Enterprise AI retweeted
Anthropic is launching a European consultancy that:
"will embed AI consultants and engineers into European businesses"
It will launch by the end of this year with hubs in London and Berlin.
A large proportion of the UK economy is based on professional services / consultancies.
Anthropic is swooping in to gobble it up.