Are OpenAI and Anthropic Missing The Big Enterprise Opportunity?

As we prepare for these juggernauts to go public, I’m reminded of Yahoo, Excite, and AOL who dominated the first four years of the internet. Despite their lead, Google stole the market away. Could the same thing happen again?

The argument is not that these companies aren’t powerful, but rather that they’re so committed to their current path that they may miss the big opportunity in the future. If you look at HR 2030 and what we want to do with enterprise AI, the ability to generate code, graphics, and text may not be what we need. And our new research on Galileo business modeling is starting to pan this out.

Now that AI prices are high, we all have to look for bigger use-cases for agents. In this podcast I explain what “Dynamic Enablement for Growth” really means and how LLMs only take us so far, with a new frontier yet to come. As always I welcome opinions and feedback on this thesis.

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Chapters

• (00:00:00) - AI Hype Has Some Limits
• (00:00:45) - In the Elevation of Large Language Models
• (00:03:57) - A Hackers Bought a Hacker's Card
• (00:05:25) - Beyond the Frontier: The Business Value of AI
• (00:09:52) - What HR 2030 Agents Need to Do
• (00:14:41) - What Does This Mean for AI in HR?