A few insights from @glennsolomon and I chatting w/ @BenBajarin this am at our @notablecap team offsite:
- <10% of enterprises have adopted AI at any real scale
- "We are compute constrained for the foreseeable future"
- CAPEX buildout likely to be bigger, longer than most anticipate
Thanks for joining us, Ben!
“The truth is the bottom 50% were left behind because of bad tax policy, because of government spending and (bad policy) on housing, healthcare and education. And because we didn’t give them access to owning capital. We can fix this.”