The "Human Throttle" Problem That's Killing Enterprise AI Agent ROI скачать в хорошем качестве

The "Human Throttle" Problem That's Killing Enterprise AI Agent ROI

My site: https://natebjones.com Full Story w/ Prompts: https://natesnewsletter.substack.com/... _______________________ What's really happening inside OpenAI's 2026 strategy — and why does it matter for every enterprise buying AI? The common story is that it's all about model quality — but the reality is more complicated. In this video, I share the inside scoop on OpenAI's three-game strategy and the compute scarcity driving every product decision: • Why OpenAI is defending consumer chat while betting on enterprise inference • How compute constraints force allocation trade-offs between free users and paid outcomes • What the shift from engagement to delegation means for AI adoption at work • Where the real profitability engine lives — and why it's not the billion free users CHAPTERS: 0:00 Introduction: The Wrong Frame for AI in 2026 01:15 OpenAI's Core Constraint: Computing as Scarce Inventory 04:25 The Three Seats on the Plane: Consumer, Enterprise, Capital 06:41 Why Free Users Get Dumber Models 09:21 The Two Big Compute Plays: Science and Enterprise Inference 12:41 Distribution Without Ownership: OpenAI's Fragile Advantage 14:39 The Capital Strategy: $100B Raise and IPO Path 18:15 The Uncomfortable Truth About Consumer Conversion 21:52 Why Mental Models Matter More Than Features 24:16 The Enterprise Outcome Engine: Codex and Delegation 26:27 Final Takeaway: Who Owns Delegation in 2026? The implication for leaders: multi-model stacks are table stakes, but the real battle in 2026 is who owns delegation, governance, and workflow outcomes on top of those models. Subscribe for daily AI strategy and news. For deeper playbooks and analysis: https://natesnewsletter.substack.com/