Enterprise AI Trends
"Enterprise AI Trends" is a publication about mainly three topics: 1) enterprise AI product and industry trends, 2) the challenges of AI adoption in enterprises and among consumers, and 3) the lessons learned selling AI in the field. Click to read Enterprise AI Trends, by John Hwang, a Substack publ
- Posts
- 104 from 22 Sep 2023 to 28 Jul 2026
- Posting
- weekly (36 in the last year)
- Kind
- personal blog
- Feed
- https://nextword.substack.com/feed
2026 22
- Why Nvidia and Microsoft hate Anthropic
- Why is Salesforce buying Intercom (Fin)?
- AI Cost Optimization
- The real, embarrassing state of enterprise AI adoption
- AI is an electricity business, not a software business.
- A few updates about me & AI
- Legal AI adoption is soaring (ft. Harvey)
- When to buy software & what to buy
- Claude Code is the New Excel
- How to Think About Chinese AI / DeepSeek
- OpenAI Frontier: The Implications
- AI is eating consulting (ft. Accenture, IBM, Gartner, Genpact)
- Is n8n / low-code automation dead?
- The Ambient AI Era: Clawdbot (OpenClaw)'s Ripple Effects
- The Vibe Coding Bottleneck Problem
- Reverse Engineering OpenAI's Enterprise AI Strategy (2026)
- OpenAI's Ad Business Is Misunderstood
- The Great Software Repricing: A Framework
- Claude Cowork nukes every startup playbook
- Do software moats still exist? (ft. Claude Code)
- The Last Mover Advantage in AI
- Claude Code Is MS-DOS. Who Builds Windows?
2025 62
- Meta Buys Manus: Shifting Currents at Meta
- 33 predictions for 2026 in AI: consumer, enterprise, AI capex, and more
- OpenAI's masterplan for ChatGPT, and Concierge Internet
- AI is inflationary for software prices
- Announcing Executive Tier
- The GPT 5.2 Release, Disney, and How Somehow These Two Are Related
- Anthropic just dropped a nuke, and it’s called 30,000 FDEs
- How to crush AI native startups (as an incumbent): Part 1
- How to sell AI to Private Equity industry
- Agentic e-commerce is a HUGE deal
- A bear case on Google :)
- OpenAI can't beat Google in consumer AI
- AI washing: How to accelerate "AI revenue" through M&A and Corp Dev
- Is Meta cooked? Plus, why OpenAI should panic about losing Enterprise AI.
- AgentForce, and How to Win AI Customer Support
- AI bubbles are not evenly distributed
- OpenAI's Agent Builder and Apps SDK: The Implications (and more)
- A Bear Case on "AI Infra" Startups: Modal Labs, Supabase, etc
- Is Legacy Codebase Your Job Security?
- Why is Atlassian Buying a Browser Company?
- How to predict AI startup margins
- Using AI to Extract B2B Leads from Unstructured Data
- Why Consumers May Never See AGI
- GPT-5: Strategic Implications
- OpenAI's Open Source Strategy
- What's Better: AI-enabled services or AI-SaaS?
- Don't Sign Long Term AI Deals
- ChatGPT Agent Mode, and "Vibe Automations"
- How to Monetize AI Agents: Lessons from Cursor's Pricing
- How to Sell AI Consulting at High Margins
- Distribution is not a "moat" in AI
- Why Selling AI Automation to Hedge Funds Is Hard
- Omnipresent Vibe Coding - Implications
- Did OpenAI Just Kill Glean?
- How Repl.It 25x'ed ARR to $100m in <1year
- AI Infra Companies Are Coming for Verticals
- Sierra's AI Strategy in a Nutshell
- Incumbents Are Starting to Rugpull AI Startups
- Evals Startups Are Not Enterprise Ready
- Using AI Agents to Hunt Prospects 24/7
- Here’s Why ‘Cursor for X’ Doesn’t Work in Vertical AI
- AI / Tech-Enabled Roll Ups are a Dumb Idea
- Rethinking Software Sales in the AI Coding Era
- ChatGPT wants to be "Cursor" for everything.
- Recessions Accelerate AI Adoption, and It Will Be Painful
- The Brutal UX and Product Challenges of AI Agents
- AI Agents Explained Without Hype, From The Ground Up
- OpenAI Just Changed UI/UX Design Forever - The Rise of "Fluid UI"
- Path Dependency of AI adoption Matters
- Macro, Recessions, and the Impact on AI Adoption
- Prompts Are the New IP—How Prompts Are Quietly Eating All Your "Business Logic"
- Pay up or dumb down: OpenAI hints at $20K-a-month AI agents
- The New Alexa: Amazon's Consumer AI Strategy Deep Dive
- Finetuning LLMs for Enterprises: Interview with Travis Addair, CTO of Predibase
- Microsoft sees OpenAI as an existential threat
- What would a $2,000-a-month ChatGPT look like?
- Sam Altman’s GPT5 Tweet: Line by Line Analysis
- OpenAI's Enterprise AI Strategy in a Nutshell
- OpenAI’s Deep Research: The "Big Bang" Event for AI Agents
- OpenAI’s biggest worry isn’t DeepSeek
- DeepSeek's "Ingenuous" Marketing Strategy
- Why AI Agents Feel Scammy, Despite the Impressive Demos
2024 10
- Most AI startups are service businesses, pretending to be product companies
- How AI startups are building moats - by paying for them
- Is AI Capex Worth the Money? (ft. Goldman Sachs)
- Why AI Infrastructure Startups Are Insanely Hard to Build
- Databricks’ AI Strategy in a Nutshell
- Apple's AI Strategy in a Nutshell
- The AI "Race to the Bottom"
- Why Innovator’s Dilemma Doesn’t Apply to AI
- How Google Profits from AI-Powered Search, While Killing SEO
- Why OpenAI is forced to enter the search business
2023 10
- AWS's Positioning in GenAI, and Re:Invent 2023 Recap
- Will OpenAI's Competitors Capitalize on OpenAI's Turmoil?
- 7 Failure Modes of Enterprise Tech Sales
- The Rise of AI Compliance Officer
- AI Gravity (or LLM Gravity)
- AGI's Impact on Tech, SaaS Valuations
- The AI Gateway Pattern for Enterprises
- Vector database is not a separate database category
- Why Data Strategy Comes Before AI Strategy
- RAG vs Finetuning LLMs - What to use, when, and why.