Post by David Cushman

AI-augmented and proud of it. HFS Research Executive Research Leader | Generative and Agentic AI, AGI & Autonomous | Services as Software | Generative Enterprise | Physical AI | Silicon Valley |

I'm headed back to the UK this evening after my latest stint in Silicon Valley. Thank you to the many people who have shared time with me - this brief video captures many of you, and many of the 27 summits, hackathons, meetups, and pitch nights I've attended since I arrived in late May. See if you can spot yourself: Robert Scoble Rachel Heo Zahava Stroud Dana Daher Rita Scroggin Sean Doherty, Jerome Pineau, Allie K. Miller, Sundar Pichai, Cindy Fossouo, Sneha Shah, Sean White, Tony Gentilcore Vivek Khare Gautam Khanna, Genefa Murphy, PhD, Pallavi Vanacharla, Sean Pratt, Brian Hart, Erin Bergamo Tacy, Daniele Perito, Sheri Matsuda, Steve Yen,Juan Tellez, Keshav Murthy, Ritvik Sharma Kishan Kumar Isayamudhan Keyur Gabani Vasuki Uday Kiran Vudathala Daniel Benniah John Rahul M. Yijie Qiu Peter Milford, Saurabh Jha, Swati Dixit, Sunil Karnik, John Flowers Krishnan Subramanian Wouter Oosterbosch Dharmesh Mistry I'd mention more of you - but Linkedin has a limit on the number of people I can mention and I maxed out already! Once again my short time deep diving the tech scene in Silicon Valley has been immensely informative. Browse back through my many (100+) linkedin posts and videos to get a sense of that. My time here is all about research (discovering what is new, unearthing rising Hot Tech stars - enterprise partners for the future) and analysing how enterprises should respond to this rapidly changing landscape. If I have one concluding, summarising thought, it is that the AI industry has woken up to the importance of deploying into the enterprise if they are to succeed at scale. That one realisation is driving an industry-wide pivot to solving for the governance, security, control, reliability, and outcome-led value needs of the C-suite. I don't mean the pursuit of AGI or even ASI is done. Far from it. I do mean that to get there the labs realize they need to prove enterprise ROI in the meantime. To their credit, they are moving very fast to address this. And this will prove the single biggest factor in enterprises realizing value with AI this year. GTM is reforming. AI labs are recruiting humans faster than ever because they've recognised relationships count. Even the rise of FDEs is a reflection of the realisation of the value of the service side of Services as Software - the rise of context (ie understanding how things work around here) is also telling. Knowing how enterprises work, vertical by vertical, org chart by org chart, this is the unlock to making AI work. So, thumbs up to big AI for identifying this blocker. They (and the market) must realise that services holds the key.

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