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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 perspective
Pat
May 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 perspective
Pat
May 10
The recent releases of models like Claude Code and Opus 4.5/4.7 demonstrated the power of long-horizon AI agents.
Expert perspective
Pat
May 10
The legal services market in the United States alone is a $400 billion market.
Expert perspective
Pat
May 10
The market opportunity for AI-driven services is estimated to be around $10 trillion.
Speculative
Pat
May 10
The cloud computing market grew to approximately $400 billion within the first 15 years of the cloud transition.
Expert perspective
Pat
May 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 perspective
Pat
May 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 perspective
Pat
May 10
The launch of ChatGPT in November 2022 was a major inflection point that demonstrated the power of pre-training to the world.
Expert perspective
Pat
May 10
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