Dr. John Bates

And I think there's going to be a bit of a...

if you like, what Gartner would call a trough of dissolution who meant in AI going to come up.

But that doesn't mean it's not super important and game changing.

But I think these topics of trust, determinism, reliability, scalability are going to bite some people.

They just haven't thought this through.

They're under such pressure to, oh, my goodness, we've got to have an AI strategy.

And they need to think these things through.

And I think a little bit like the internet bubble where, you know, if you go back to the late 90s, you have this, oh my goodness, it's all about eyeballs and clicks and so on and so forth.

And then it turned out, actually, the internet was a game changer, but it was actually all about value and the right business models.

And so a lot of things get swept away, but the right business models did in fact come to...

The before and whether it be your Amazons or your Microsofts or whatever that are still around today.

And I think you're going to see similar.

You're going to see AI find its real powerful value propositions.

And I think a lot of that will be through enterprise platforms that add the guardrails around a particular domain.

I think you're going to see domain-specific models.

I think you're going to see things tailored to particular vertical, horizontal problems.

I mean, all powered by LLMs, but with the right guardrails around it.

And I think you're going to see also the hastened demise of a lot of legacy businesses that are AI-first.

So, you know, that's what I think is going to happen at an accelerated rate over the next five years.