
"This has been a big week for AI companies signing enterprise deals, with Zendesk unveiling new AI agents that are supposed to be able to resolve 80% of customer service issues, Anthropic and IBM announcing a strategic partnership, and Deloitte also announcing a deal with Anthropic. Plus, Google announced a new AI-for-business platform. That doesn't mean it's going to be smooth sailing for big organizations using AI."
"In fact, the timing of the Deloitte announcement was a bit awkward, coming on the same day the Australia Department of Employment and Workplace Relations said the professional services and consulting firm would have to pay a refund for delivering a report to the department with what appeared to be a number of AI-generated hallucinations. On the latest episode of the Equity podcast, Kirsten Korosec, Sean O'Kane, and I discussed the latest AI headlines, contrasting it with last week's news about the new Sora app."
"Anthony: I think this actually ties back to our discussion last week about some of these GenAI social networks. We were framing that as potentially a way that these AI companies could eventually make money, which I definitely think is the case, but there's a long road to get there. And the enterprise, sometimes people don't find it quite as interesting or sexy as consumer, [but] it's actually where the real money is."
Major enterprise AI deals were announced by Zendesk, Anthropic with IBM and Deloitte, and Google unveiled a new AI-for-business platform. Zendesk introduced AI agents claimed to resolve 80% of customer service issues. The Deloitte-Anthropic announcement coincided with the Australia Department of Employment and Workplace Relations requiring Deloitte to refund payment after a report contained apparent AI-generated hallucinations. Enterprise contracts are presented as the most immediate path to significant revenue for AI companies, while consumer-facing GenAI social apps like Sora represent a longer-term monetization opportunity. Implementation risks and model readiness remain key challenges for large organizations adopting AI. Timing and quality controls are pivotal to successful adoption.
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