Скачать или смотреть Brian Neider: How Deal Partners & Investors Determine AI Experimentation vs. Market Maturity

AI will transform every company, but the market looks more mature than it really is.

Inside most enterprises, AI budgets are brand new. Leaders are running dozens of experiments at once, and only a handful deliver real, lasting value. That creates a distorted view for investors: vendors show fast growth, but retention often tells a very different story.

Think of each AI company as a bucket of water.
Some have a tiny pinhole — strong retention, sticky workflows, durable demand.
Others have giant holes — and the only thing keeping the bucket full is a massive hose of new customers pouring in.

That’s the dynamic driving the AI market today.

For deal partners and investors, the real question isn’t “Who’s growing fastest?” it’s “Whose leaks are actually closing?”

Those are the companies that will build lasting enterprise value as budgets normalize.

🎧 Hear the full conversation on the Brilliant People Podcast.

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