The Information's TITV Hemant Taneja on Global AI Investing & Energy Needs, AI Team Inefficiency | Sep 24, 2025
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Sep 24, 2025 
Hemant Taneja, CEO of General Catalyst, shares insights on AI's 'peak ambiguity' and its implications for investment and energy needs. He discusses the shift towards labor budgets and the impact of AI on workforce dynamics. Jamil Valliani from Atlassian highlights a critical finding: while AI boosts individual productivity by 33%, it fails to enhance team performance. He attributes this gap to information overload and emphasizes the need for AI etiquette within teams. Together, they explore the intricate balance between innovation, productivity, and organizational change.
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Four Ingredients For Enterprise AI
- Enterprise AI diffusion needs four ingredients: data infrastructure, models trained on company data, workforce transformation, and top‑level leadership.
- Pilot trials alone won't create value unless companies solve all four together.
AI Targets Labor Budgets, Not Just Tooling
- The real market being addressed by AI is labor budgets, not just software tooling budgets.
- Targeting a company's labor spend makes the economics of massive compute and infrastructure investment plausible.
Client Asked To Replace Most Humans
- A consulting‑company CEO told Hemant a client plans to have 100,000 employees but only 10,000 humans in five years.
- That example illustrates how firms expect AI to substitute large portions of labor and free up budgets for infrastructure.