Latest / From the Horse's Mouth: Intrepid Conversations with Phil Fersht
Phil pods with Exponential View Founder Azeem Azhar: There is no AI bubble: The enterprise velocity gap & China's efficiency moat
In this episode of From the Horse’s Mouth, HFS Research CEO and Chief Analyst Phil Fersht sits down with Azeem Azhar, founder of Exponential View, Bloomberg contributor, and author of Exponential, for a candid conversation about where AI really stands inside the enterprise.
Azeem explains why he believes there is no imminent AI bubble, pointing to enterprise investment, customer spending, and revenue growth as signs of sustained momentum. Together, Phil and Azeem discuss the growing AI velocity gap between individuals and enterprises, why legacy systems and leadership remain major barriers to…
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