Enterprise AI and the Shift to Decision Systems (with Romain Bostick, Katie Graffield)

Enterprise IT systems are becoming decision systems with natural language interfaces. Startups are building layers that take data from historical systems and bring intelligence to enterprises. Great AI businesses are worth paying up for; valuations are high but justified for rare, fast-moving companies.

Yields

implicit

RUT

Oil

Metals

USD

Tola Capital 2.5
Venture Capital
Sheila Gulati 7.5

Enterprise AI and the Shift to Decision Systems (with Romain Bostick, Katie Graffield)

ndx

Strong belief in AI buildout and enterprise demand for new AI solutions; valuations are high but justified for winners.

Asks where she sees the AI trade evolving and where she is putting money in the private space.

Romain Bostick
Sheila Gulati

Historical IT systems are becoming decision systems with natural language interfaces. Startups are building a layer that takes data from all those systems and brings intelligence to enterprises.

Decision systems cut across human employees and agentic capabilities.
Asks whether incumbents or startups have the advantage in enterprise AI.

Katie Graffield
Sheila Gulati

Seeing incredible demand from enterprises for new solutions. Startups are taking historical data and bringing it to life with new interfaces and intelligence.

The enterprise of the future will have natural language interfaces, on-the-fly applications, and collaborative AI augmenting employees.
Asks about valuations in the private space compared to public markets.

Romain Bostick
Sheila Gulati

Great AI businesses are worth paying up for; valuations are high but justified for rare, fast-moving companies. Seeing a tale of two cities: some SaaS businesses have no AI strategy, others are the AI future.

SignalTube

markets at a glance