Incubation, experimentation and implementation: the real business case for AI today
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What is the current state of generative AI adoption across enterprise workflows?
Welcome to Orbit, the HG Podcast series, where we speak to leaders from across the tech ecosystem to hear how they've built and scaled some of the most successful software companies in the world.
So, welcome to our Gen AI discussion as of November 2024. The aim of this session is really to give some insight into the pace of development of Gen AI as it increasingly supports workflow applications and also some of the themes we might target as an investor. And I really want to try and bring out some practical examples of the technology, how it's being deployed in the companies, how your customers are using it. I'm joined by three visionary leaders who all have very deep experience on the power of AI and how it may influence products and their customers. The years to come. David Carmona, CTO for strategic incubations at Microsoft, working directly for the board, responsible for the last five years or more of his 24 years at Microsoft for the relationship with OpenAI, the integration of ChatGPT 2, 3.4 into the Microsoft suite, the creation of co-pilot across Office and other Microsoft systems, and really the person at Microsoft responsible for looking over the horizon and keeping Microsoft at the forefront.
Of new technology. Albanish Mawaha, architects and CEO of Letera. Letera is about a $3 billion EV business and R portfolio, specializing in software, workflow tools for lawyers, and thinks very deeply around the products and how they're used to streamline the efficiencies in legal workflows. Finally but not least, Soren Brogaard, architects and CEO of TrackUnit. TrackUnit is worth over a billion dollars, providing software and connecting people and machines and processes in the global. construction industry, really a market you might think would be at the tail end of how you might adopt a new technology like AI, but really has been a test case for us about how this can roll out and and change an industry.
So welcome.
Thank you.
Thank
you.
David, if I turn to you first and to set the scene. I mean, Microsoft, largest provider of workflow software in the world, acknowledged to be right at the epicenter of AI revolution. First tech giant really to properly define AI, to launch Copilot alongside an existing suit. Could you highlight one or two of learnings in the last year or two as Copilot has launched? Have you seen how sort of customers have really adopted the product?
Eh, thank you and pleasure to be here. If I think just of one Key challenge that every company is having in the last one or two years is how we move from incubation to scale. Scaling a technology, both internally to the entire organization, because at the end of the day, you cannot have a bottleneck trying to centralize all the innovation in the company if you want to have every single product to be redefined with AI. So having that at scaling the company. but then also thinking externally how to enable customers at scale as well, that is a completely different muscle that you had to develop, that every company has had to develop in the last one or two years.
And that's getting down into the workforce. So it's taking away from a CTO or a CIA or somebody who's an innovator and saying how do I get this through mass adoption through, you know, hundreds or thousands of thousands, I guess, of of of employees?
Exactly, because we we talk a lot about the power of this new generation of AI, but we don't talk enough about the new access that is provided, right? Anybody can now use this AI because the way that you customize the AI is by literally telling it what to do in natural language. So anybody can do it.
And have you been surprised by the pace of innovation? The LMM's launched, you know, sort of 18 months ago, started 2023. There seems to be sustained innovation in terms of how people are engaging with it. Now people are building agents. You're supplying tools to build agents. Is that a surprise to you? Was that had you expected? Just have you seen the last 18 months
I mean you can never expect exactly how things are gonna happen, right?
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Chapters
8 chapters
1
What is the current state of generative AI adoption across enterprise workflows?
0:00–7:08
2
How is Microsoft scaling Copilot and what lessons have emerged from its rollout?
7:08–13:49
3
What challenges do companies face when moving AI from incubation to enterprise‑wide scale?
13:49–20:13
4
How are legal‑tech firms like Litera leveraging AI to transform due‑diligence and client work?
20:13–26:05
5
In what ways is AI reshaping the construction industry and what is “composite AI”?
26:05–33:40
6
What new business models and monetisation strategies are emerging from AI‑driven products?
33:40–39:05
7
How should organisations balance short‑term efficiency gains with long‑term AI‑enabled revenue streams?
39:05–46:22
8
What future AI trends (agents, quantum computing, enterprise‑wide reasoning) should leaders prepare for?
46:22–53:23
Speakers
1 identifiedMore from Orbit - An Hg software leadership podcast
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