IS EVERY COMPANY BEING REWRITTEN BY AI?

The panel discusses the challenges and opportunities of implementing AI in enterprise settings. Speakers debate the merits of open-source versus closed models, with Misha advocating for open models to prevent vendor lock-in and ensure customization, while Martin stresses the importance of ROI over pursuing cutting-edge technology. Arvind emphasizes the growing concern among enterprises about vendor lock-in and the desire for flexibility in model and cloud choices. Umesh highlights the architectural complexities of deploying AI across diverse infrastructures and data environments in large businesses. The conversation explores the success of AI in knowledge access, customer support, and software development, with a shift towards agentic use cases in sales and business teams. Speakers discuss the need for a horizontal, company-wide platform for orchestrating AI solutions. Martin explains that enterprises want solutions, not just models, and they need partners to help them figure out how AI can give them alpha. The discussion shifts to the geopolitical implications of AI, with Misha highlighting the AI infrastructure battle between China and the US. Martin emphasizes the importance of customization and total cost of ownership in the international context.