May. 5 at 6:36 AM
$NOW $PATH — Contrarian enterprise AI take:
Market is pricing in OpenAI and Claude for process automation faster than implementation reality supports. DIY enterprise AI means pulling revenue producers off billable work to codify their own expertise. That's slow and painful.
Platforms like
$NOW and
$PATH win because they solve that problem — they send the experts, codify the knowledge, and sell it back as a deployable product. Every implementation feeds the flywheel.
Hardware sales surging confirms enterprises are making illiquid infrastructure bets — 12-18 month pipeline signal for platform software.
Anthropics not competing with channel partners. Token volume is their business. GPT-5 just reinforces that. They can't take their eye off the model race now.
CFOs won't fund open-ended exploratory OpEx forever. Platforms that convert chaos into predictable subscription spend have more pricing power than the market thinks.
$NOW = trust it.
$PATH re-acceleration = the prove it event.
