Brian and Brandon discuss what happens to enterprise AI if the market corrects and the era of "move fast and break things" gives way to hard questions about ROI. Brandon argues the biggest divide is between people who have only used a chatbot and those who have “touched the superpower” by using AI to finish a task that once took too long to attempt, and he says a CFO who only sees the token bills can’t see the value those tokens created. Brian traces enterprise adoption through several phases, from AI policies that mostly meant buying Microsoft Copilot, to employees pushing for Claude Code and Codex, to a token-maxing push with no clear goal. He compares the moment to early cloud, when Adrian Cockcroft’s Netflix talks split the industry into believers and companies that couldn’t imagine getting there, and predicts a bumpy year and a half in which some companies pull back, many search for balance, and a few race ahead. Brandon pushes back on the term vibe coding, arguing that nobody really writes code anymore and that AI is the best developer most people have ever worked with. He describes running a beta program where he pastes emailed feedback into an agent and ships a fix within half an hour, then has a second agent from another provider run a security audit. They agree AI can be a single-player game that rewards people willing to experiment, and Brandon closes with advice to replace “yeah, but” with “what if.”
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