Speaker argues AI (e.g., ChatGPT) is the fastest-adopted technology in history, citing roughly 500 million active users within ~2–2.5 years. A new, AI-native generation will enter enterprises with different norms (more efficient, expecting rapid outputs), and organizations (boards, CEOs, governments) are rapidly declaring 'AI-first' strategies — suggesting AI adoption in business will outpace cloud adoption.
I mean, I don't think it's that crazy to say. I mean, this is easily the fastest adopted technology in history. If you look at ChatGPTs, you know, any of their published metrics somewhere, what, 500 million active users, something on that order of magnitude in two, two and a half years, two and a quarter years. There's never, in history, there's never been some of that. Because first of all, in every other technology transformation in history, you didn't have enough people wired up on the Internet to, To put those kind of numbers. So it's just like, de facto, it's obviously correct. And so think about, to Raj's point, how many people right now are being wired completely differently? I don't know if anybody has gone to a college, knows somebody in college, maybe just graduated college. I was speaking at a college class recently, and it's like, these kids are like, I want to be a little bit like, old man yells at cloud kind of thing, or get off my lawn. But it's like you're also kind of like, amazed by how it works. But, like, they do not work like us. They're much more efficient. They're much more efficient. Maybe they don't know anything. As a result, they work so differently. And it's like they're going to come into our enterprises and be like, wait a second. Like, you take two weeks to come up with a project plan for some marketing strategy. Like, literally, that thing was just spit out by Claude in five seconds. Like, they're going to wonder, why do we work the way we work? But, like, think about an entire onslaught of a new generation that is just like, why would you spend time reinventing the wheel of a, of a marketing plan? Like, literally. And so this is why you're going to see such a rapid change, is you have a new workforce entering every organization. You have boards and CEOs and government saying like, holy crap, we got it. There's not an enterprise that you could meet with today where they have not already basically said, here's our AI first strategy, or here's the AI first strategy we're working on, or here are our AI principles that is not happening in these big companies. So we're in a totally different market. And so probably to your point, it will move way faster than cloud, and that timeline is going to shrink in a pretty incredible way.
