AI Only Helps When You Know Which Hill to Climb

Well, let's dive in.

I guess since last September, you know, when it comes to AI, the adoption of AI, just what you've seen within your company, what you've explored personally, what you're seeing in other companies or hearing from colleagues.

Maybe what's changed and what hasn't, in your view, over the last nine months?

Yeah, I love it.

It's a great question.

I think, to your point, August last year, we were probably just getting ready for things like 4.5 to arrive.

I guess harnesses were sort of probably around on the scene in some form, but sort of hadn't taken off.

If you'd asked me nine months ago, I would have been in the, we're just about to see like the world of work completely change.

Nine months later, I think in general, that's not happened for the most part.

I was reflecting on my sort of just everyday consumer experience.

I was taken by one of the quotes from the I think it was the COO of Uber over the last couple of weeks, and I think one of the statements he made was, we're not necessarily seeing, if you like, the token burning coming through in the product for our customers and the connection to customer outcomes.

I think that's true for most organizations now.

I think probably a year ago, I would have said this is a normal technology.

It's going to diffuse in the normal way.

But there's no doubt I was like deeply, deeply excited by it.

I am still excited by it, but it's definitely a normal technology in my view.

And it's going to continue to diffuse in the normal way.

You know, except for the companies that are token maxing, obviously.

And I think that'll be a very brief moment as the prices catch up.

Though, you know, thinking about price is interesting because, you know, The will prices decrease compared to how much subsidization decreases is an interesting one to think about.

Maybe we'll go there later.

But, you know, even if you look at the news about what Anthropic and OpenAI are doing, launching their own consulting companies would venture back to be able to drive enterprise adoption, to your point.

that signals that this is not a overnight success story that you just kind of pick it up off the shelf.

And I think, you know, I'm seeing a lot of still the, you know, we have the licenses, but not the use cases yet.

And or we don't have the governance or we can't keep up with the change, a lot of analysis paralysis.