Rory’s Math : “You actually need these things to take vast chunks out of the labor budget and be worth 20, 30, $40,000 almost a head to the enterprise for the math to work.” Foundation model valuations require AI agents to capture massive enterprise labor budgets—a scale that current use cases haven’t yet reached. : “You actually need these things to take vast chunks out of the labor budget and be worth 20, 30, $40,000 almost a head to the enterprise for the math to work.” Foundation model valuations require AI agents to capture massive enterprise labor budgets—a scale that current use cases haven’t yet reached. Marc + Jason on workforce evolution: “The fundamental architecture of an enterprise software company in the future is not exactly as it was in the past, that the fundamental architecture of the company will be different.”
Author: Jason Lemkin
Published at: 2025-08-31 21:14:30
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