Jeff Richards(@jrichlive):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!

Jeff Richards

@jrichlive

Venture capitalist @notablecap, 2X founder, 4X dad, praying for @Dartmouth 🏀 return to Final Four *not investment advice, *wrong often 🤞

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Jeff Richards@jrichlive

2026.08.10 20:47

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!