Enterprise AI's Biggest Opportunity
TL;DR
Battery Ventures General Partner Dharmesh Thakker joins Bloomberg Open Interest to make the case for investing beyond AI hype. He explains why enterprise software companies that deliver measurable business value will outperform, and argues that open-source AI models could slash enterprise costs, accelerate adoption, and reshape the competitive landscape for OpenAI, Anthropic, and the broader AI ecosystem.
Nauti's Take
The argument holds up: enterprise software with measurable value outlives every hype cycle, and cheaper open-source models would finally make AI projects affordable for mid-sized companies. The catch is the vantage point, since a VC partner is always also talking about their own portfolio.
The usable takeaway for decision makers is to run the business case first and pick the model second.
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