Enterprise AI Trends • 147 implied HN points • 09 Dec 25
- Partnering a major platform with a big consulting firm effectively plants thousands of trained FDEs inside customers, letting the platform scale adoption by absorbing the customer education and services burden.
- Enterprise AI is capital- and labor-intensive—revenue often scales with FDEs, PMs, and service staff—so giant funding rounds are used to buy market share when product differences are small.
- Those king-making mega-rounds concentrate capital and raise barriers to entry, but they aren’t a sure win—if growth falters, employees and later investors can lose out and the strategy can fail.