Ben Thompson

Ben Thompson explores the potential impact of AI on enterprises, drawing parallels to previous eras of technological disruption. He argues that the initial wave of AI adoption will follow an 'enterprise philosophy' focused on increasing revenue and cutting costs through top-down implementations that replace human workers. This mirrors the early digitization of corporate back offices, where accounting and ERP software made companies more productive by automating jobs previously done manually. Just as personal computing later consumerized IT, AI's consumer impact may lag its enterprise transformation as a new generation grows accustomed to interacting with the technology. Thompson envisions a future where AI agents operate autonomously, powered by centralized data integration platforms like Palantir's, justifying heavy compute investments through immense operational efficiencies.