Azeem Azhar

Many of them grew up with the internet alongside them rather than growing into it.

And that additional knowledge combined with the greater capability of computing

is creating a demand for companies where really they want to do things increasingly in silico.

I mean, that is a major shift in the last 10 or 15 years, modeling, simulating drug discovery.

I mean, thinking about how to optimize a portfolio of products rather than running that optimization month after month after month by manufacturing them and seeing how well they sell.

Or it could be planning and optimizing the routes that your logistics vehicles are going to take.

Far cheaper to do that in silicon than to drive thousands of vehicles around the country.

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And now we have AI moving into firms.

There was a fascinating, fascinating piece of research from Wharton Business School this week, which is part of a regular survey they do.

showed that 80% of people who responded, senior execs in American companies with more than 1,000 employees with more than $50 million of revenue, claim to use AI, generative AI, every week.

47% of them claim to use it daily.

But most interestingly, 58% of them said they were using some kind of agent or agent workflow in their business.

And that's really, really interesting.

It's really interesting when we think about what this means for the usage of compute.

The reason is that for many of us using generative AI,

today there's so much we want to do with it we've got a creative backlog we've got a work backlog and it's really fun to be able to use claude or gpt5 to help us work through that backlog but ultimately we're constrained in that query and response modality by having to live life having other things to do wanting to hang around with family wanting to get some sleep wanting to do some exercise

So the tasks run and then when we're not using them, they're not running.

But in an agentic world, the tasks run the whole time because the agents run the whole time.