Azeem Azhar

It's important because ultimately, many companies really started their enterprise build-outs in early 2024.

So the enterprise tooling from Microsoft and from Google was available in late 2023.

You need to put a project team together.

You need to hire external talent.

You need to get going.

So you might get started in early 2024.

You should give an enterprise project a couple of years

time to prove itself as a pilot.

And that two-year clock will start to be reached in the early summer through to late summer and early fall of 2026.

And at that point, we should start to see more and more companies talking about the results they're getting.

If they don't talk about them, they might still be getting results and just don't want to share, which is not unheard of in this market.

So that's the third layer.

Then the fourth layer is really about the politics of absorption.

So are we really able to absorb this politically?

And there are complexities.

You know, the idea of sovereign AI, sovereign technology, which I wrote about in my first book as well, is becoming incredibly, incredibly real.

It's a race for the US and for China, but for

Middle powers, which is really everyone else, right?

If you're not US or China, you're kind of bunked in as middle powers.

It's a challenge, right?