Pat Grady

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Pat Grady, mentioned 9 times across podcast episodes and expert conversations analyzed by Sonic.

What Pat Grady has said

A "diffusion gap" exists in the AI market, where the rate of new capability creation by foundation models significantly outpaces the rate of their adoption by enterprises.

bullish·Pat

During the first 15 years of the cloud transition, the Total Addressable Market (TAM) for software increased from approximately $350 billion to $650 billion.

neutral·Pat

The recent releases of models like Claude Code and Opus 4.5/4.7 demonstrated the power of long-horizon AI agents.

bullish·Pat

A "diffusion gap" exists in the AI market, where the rate of new capability creation by foundation models significantly outpaces the rate of their adoption by enterprises.

Expert perspectivePatMay 10

During the first 15 years of the cloud transition, the Total Addressable Market (TAM) for software increased from approximately $350 billion to $650 billion.

Expert perspectivePatMay 10

The recent releases of models like Claude Code and Opus 4.5/4.7 demonstrated the power of long-horizon AI agents.

Expert perspectivePatMay 10

The legal services market in the United States alone is a $400 billion market.

Expert perspectivePatMay 10

The market opportunity for AI-driven services is estimated to be around $10 trillion.

SpeculativePatMay 10

The cloud computing market grew to approximately $400 billion within the first 15 years of the cloud transition.

Expert perspectivePatMay 10

From a commercial standpoint, an AI system that can be dispatched to do a job, recover from failure, and persist until the job is done can be considered Artificial General Intelligence (AGI).

Expert perspectivePatMay 10

Despite its power, Claude Code lacks "affordance," meaning it is not intuitive or easy to use for the average employee at a Fortune 500 company.

Expert perspectivePatMay 10

The launch of ChatGPT in November 2022 was a major inflection point that demonstrated the power of pre-training to the world.

Expert perspectivePatMay 10

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