enterprise: everyone on the record — The Minutes https://minutesof.com/on/enterprise/ Everyone on the record about enterprise: 8 verbatim quotes from 3 people, March 2012 to March 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:57 +0000 Dylan Patel: Patel says his company's AI coding spend hit $6 million annual run rate, with single engineers sp https://minutesof.com/q/f4ce11be-2e08-4b2b-9738-5f30336af1ea/ https://minutesof.com/q/f4ce11be-2e08-4b2b-9738-5f30336af1ea/ “Literally, we we you know, like, one day my head of ops was like, guys, our run rate of spend is $6,000,000. This is not sustained.” — Dylan Patel, Matthew Berman Mon, 09 Mar 2026 17:07:47 +0000 enterprise Dylan Patel: Patel describes public inference as a loss leader to generate private sovereign and enterprise en https://minutesof.com/q/bd4b1861-d8a5-4553-aea4-1d8c9227603e/ https://minutesof.com/q/bd4b1861-d8a5-4553-aea4-1d8c9227603e/ “And so I think that's what a lot of this is, is you end up with the public business as like a loss leader just to generate private engagements, whether it be sovereigns or enterprises.” — Dylan Patel, Open Compute Project Thu, 23 Oct 2025 06:01:45 +0000 enterprise Dylan Patel: Patel dismisses possibility of unofficial MCP servers for sensitive company data like Slack or SA https://minutesof.com/q/f7b08fd6-71ee-4d01-b175-e629d36b44a6/ https://minutesof.com/q/f7b08fd6-71ee-4d01-b175-e629d36b44a6/ “There's not gonna be an unofficial MCP running out there. Right? Like, you know, it's like like, fuck off. Right? Like, that's just not gonna happen.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 enterprise Brad Gerstner: Gerstner reports data company lamenting OpenAI sets pricing umbrella with no margin floor for m https://minutesof.com/q/c2f9d545-8281-4e09-b16c-ee9b76e58258/ https://minutesof.com/q/c2f9d545-8281-4e09-b16c-ee9b76e58258/ “I was talking to a large data company this week who's in the business of serving models, they were lamenting the fact that the pricing umbrella was set by OpenAI and there is no price, right? So that it's a much lower margin business than the traditional software business.” — Brad Gerstner, BG2 Pod Thu, 16 May 2024 19:31:21 +0000 enterprise Bill Gurley: Gurley cites CrowdStrike as example of network effects in enterprise security through shared thre https://minutesof.com/q/961e648a-662c-46eb-8613-54c7bf600ac8/ https://minutesof.com/q/961e648a-662c-46eb-8613-54c7bf600ac8/ “But they posted a memo four years ago titled the CrowdStrike Security Cloud Network Effect.” — Bill Gurley, Invest Like the Best Tue, 23 Apr 2024 08:00:00 +0000 enterprise Brad Gerstner: Gerstner claims AI delivers 30 to 50 percent productivity gains to engineers, unprecedented in https://minutesof.com/q/4de657b3-fe07-4ac4-a59c-273f5d11add1/ https://minutesof.com/q/4de657b3-fe07-4ac4-a59c-273f5d11add1/ “If you think about what AI is already doing for the enterprise, we're seeing 30 to 50% productivity improvements in engineers. There's never been a technology history of technology.” — Brad Gerstner, Bloomberg Podcasts Mon, 20 Nov 2023 15:00:53 +0000 enterprise Bill Gurley: Gurley predicts the next ten years will involve removing enterprise technology and moving systems https://minutesof.com/q/1e19ffb2-72ef-4185-9eb3-dd7621638e65/ https://minutesof.com/q/1e19ffb2-72ef-4185-9eb3-dd7621638e65/ “I say we spent forty years cramming technology into the enterprise. We're going to spend the next ten yanking it out. It's just so wholesale that you're moving systems outside.” — Bill Gurley, GigaOm Tue, 11 Dec 2012 18:06:49 +0000 enterprise Bill Gurley: Gurley says cloud migration is the most investable theme, predicting ten years of pulling enterpr https://minutesof.com/q/c17bad13-e9cb-4b5f-8ca0-9c92b0f1e8e9/ https://minutesof.com/q/c17bad13-e9cb-4b5f-8ca0-9c92b0f1e8e9/ “one of the most investable themes of our time simply because we spent the last thirty to forty years putting computing technology inside the enterprise Right.” — Bill Gurley, Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 enterprise