The Enterprise AI Show

SUMMARY: In this episode, Aaron and Brendan tackle the provocative critiques of AI by Ed Zitron, a vocal opponent in the tech industry. They delve into the bear case against AI, exploring both the merits and flaws of Zitron's views.
SHOW: 1052
SHOW TRANSCRIPT: The Enterprise AI Show #1052 Transcript
SHOW VIDEO: https://youtu.be/Fm3T5bT_8CQ
SHOW SPONSORS:
Nasuni - Activate your data for AI and request a demo
 Topic: The Zitron Bear Case — What's Right, What's Wrong?
Why now? Ed Zitron went on CNBC's Squawk on the Street to lay out his bear case against OpenAI and Anthropic, covering questionable finances, AI's lack of ROI, and framing the whole thing as a symptom of the tech industry running out of hypergrowth ideas. CNBCX
Past: Every hype cycle gets its designated skeptic — dot-com had its shorts, cloud had its "just a fad" crowd, crypto had its own chorus. Zitron's been running this playbook since the early ZIRP-era "subprime AI crisis" pieces.
Present: Zitron's specific claims — OpenAI's burn rate math, the "nobody's making money on inference" argument, the case that Anthropic and OpenAI shouldn't be allowed to IPO with the numbers they'd have to report — stack up against actual usage/revenue data Brian and Aaron are seeing in the market. YouTube
Future: If Zitron's right about the economics, what's the unwind look like? If he's wrong, what is he missing about where value actually accrues (infra, tooling, harnesses vs. raw model access)?
FEEDBACK?
Email: show @ the enterprise ai show dot come
Bluesky: @TheEntAIShow.bsky.social
Twitter/X: @TheEntAIShow
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SUMMARY: We continue our Models and Money series. In this episode, Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always better, the economics of AI, and how enterprise applications can benefit from tailored AI solutions.
SHOW: 1051
SHOW TRANSCRIPT: The Enterprise AI Show #1051 Transcript
SHOW VIDEO: https://youtu.be/tkJmeazn8Bs
SHOW SPONSORS:
Nasuni - Activate your data for AI and request a demo
Topic: When will the models/harnesses be good enough?
Why now? Benchmark Maxxing - cost to build/host/maintain 1+ trillion parameter model
Past: The “wow” moments in versions really stopped around GPT4… (maybe?)
Present: Race to the top/bottom, millions spent to gain SOTA for a few days
Future: Will the pendulum swing back? Will bigger/faster always rule?
FEEDBACK?
Email: show @ the enterprise ai show dot come
Bluesky: @TheEntAIShow.bsky.social
Twitter/X: @TheEntAIShow
Instagram: @TheEntAIShow

SUMMARY:  Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the biggest AI news stories from the month of July 2026. 
SHOW: 1050
SHOW TRANSCRIPT: The Enterprise AI Show #1050 Transcript
SHOW VIDEO: https://youtu.be/9u-uAaQVjXk
SHOW SPONSORS:
Nasuni - Activate your data for AI and request a demo
SHOW NOTES:
Links to all the AI News covered in this month’s show
FEEDBACK?
Email: show @ the enterprise ai show dot come
Bluesky: @TheEntAIShow.bsky.social
Twitter/X: @TheEntAIShow
Instagram: @TheEntAIShow

SUMMARY: Brian speaks with Dave Vellante, Co-Founder/CEO theCUBE, about how AI is changing the entire tech stack, the evolution of systems of intelligence, and how the competitive landscape is forcing companies to make difficult decisions about their AI future.
SHOW: 1049
SHOW TRANSCRIPT: The Enterprise AI Show #1049 Transcript
SHOW VIDEO: https://youtu.be/EgIvsBnZnmg
SHOW SPONSORS:
Nasuni - Activate your data for AI and request a demo
ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!

SHOW NOTES:
How AI Stacks are rewriting the Rules of Business

Topic 1 - The new technology stacks being driven by AI. Where is intelligence being built and distributed? 
Topic 1a - Where is value in the stack being created and commoditized?
Topic 1b - Where do you see powerful software ecosystems defending themselves and where are they most vulnerable because of AI?
Topic 2 - Alex Karp’s thesis that the harness will generate more value than the models, and owning and managing the harness is a path to enable companies to better control their AI future. 
Topic 3 - Is AMD potentially cracking NVIDIA’s monopoly on AI accelerators? 

FEEDBACK?
Email: show @ the enterprise ai show dot come
Bluesky: @TheEntAIShow.bsky.social
Twitter/X: @TheEntAIShow
Instagram: @TheEntAIShow

SUMMARY: Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always better, the economics of AI, and how enterprise applications can benefit from tailored AI solutions.
SHOW: 1048
SHOW TRANSCRIPT: The Enterprise AI Show #1048 Transcript
SHOW VIDEO: https://youtu.be/1IHXNrYlYCA
SHOW SPONSORS:
ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!
Nasuni - Activate your data for AI and request a demo
Topic: When will the models/harnesses be good enough?
Why now? Benchmark Maxxing - cost to build/host/maintain 1+ trillion parameter model
Past: The “wow” moments in versions really stopped around GPT4… (maybe?)
Present: Race to the top/bottom, millions spent to gain SOTA for a few days
Future: Will the pendulum swing back? Will bigger/faster always rule?
FEEDBACK?
Email: show @ the enterprise ai show dot come
Bluesky: @TheEntAIShow.bsky.social
Twitter/X: @TheEntAIShow
Instagram: @TheEntAIShow