This will be a 20-year MEGA-TREND, expert says

追加: 2026-05-09

[00:00:00]Well, as the AI revolution picks up steam, my next guest is calling the shift towards specialized agentic solutions the industrialization of AI. I want to bring in Hyperframe Research CEO Stephen Dickens. Stephen, that's interesting that you say that.

[00:00:14]What do you mean by that? So, I think, Sheryl, what we're seeing is we're moving past the era where we're interacting with AI as we write, and we're moving into an era where we work with AI and get it to do things for us. And that's, put simply, what agentic means. Getting these AI tools to do things on our behalf. Well, interesting because you say that we're at the early stage of infrastructure, then you also say trial, and you but you point that these AI ambitions are becoming a reality. I think that's an interesting point just because we haven't even started to do the data center build-outs. And so, we're still so far ahead of agentic AI, but you say the time is now that we're watching it happen now.

[00:00:54]>> So, we're we're still so early, Sheryl.

[00:00:56]We're We're What are we? 2 and 1/2, 3 years into what I think's going to be a 20-year mega trend. I look at this on the same way that I look at mobile, I look at cloud, I look at the internet.

[00:01:08]We're still a long way into those, and they're still delivering value. In reality, we're about 3 years since OpenAI dropped ChatGPT. So, we're still early. We're moving into this agentic era. I've spent some time with AWS and Matt Garman, the CEO of those guys, last week as they launched Amazon Q, this new agentic tool. I've got my team playing with it. It's fantastic, delivering value. And I think we're starting to see that agentic era starting to bring value to enterprises. Yeah, well, it's certainly it's bringing value to to companies, to your point, and also just the the sheer uh display of of the compute, I think, is is fascinating, and I I agree with you there. Let's talk about CoreWeave. So, the stock actually is falling. They did get weak guidance. Um more layoffs that we're talking about here. Uh there's a Bloomberg uh story right here, US tech sector layoffs uh keep mounting as other job cuts decline.

[00:02:02]So, the way I look at this, Sherwin, is we're at a point like we were when Ford launched the Model T. A lot of farriers got put out of work, but what was created on the other side of that was auto body shops and people who replace tires on cars.

[00:02:17]Those layoffs are really hard for the people, and I my heart goes out to them.

[00:02:21]But, if you take a look and we were just talking about that you were just talking with the previous guest about what's going on in the market and the jobs, it's going to be a net positive. No CEOs that I chatted to I was with a CFO of Teradata just at the uh New York Stock Exchange yesterday. I asked him how his team was using AI and some of the tools that they're developing in house.

[00:02:44]Able to do more, do it faster, and bring more value to the business. So, I think it's overplayed, this job dislocation piece. I agree with you. I think CEOs are going to be looking to their teams to leverage AI to do more, not to cut jobs.

[00:02:59]>> Yeah, we had that discussion this morning, I think, too, because, you know, you you see a company like and I always use the Walmart example. Walmart says we're going to use AI to automate the back room, but we're going to we're going to hire in the front of the store.

[00:03:09]We're going to bring the customer a better experience versus, you know, cutting jobs. To that point, real quick, uh IBM, Datadog. So, IBM, just on that point about jobs, I spent some time with Arvind Krishna, the CEO of and he's tripling hiring of those entry-level jobs. So, that's a data point. You look at Datadog, they're one of those technology layers that's starting to drive how enterprises are not only using AI, but using AI to run their business better. So, great example, Sherwin, across the entire industry and the leaders that I speak to about how AI is driving a transformation, really about how work gets done. Yeah, well, certainly with Datadog, another company 4% jump on this one today.

[00:03:52]>> They They had a great day yesterday.

[00:03:54]Yeah, all right. We're going to be watching both of these. So, well, Stephen, it's great It's obviously the AI trade is We have a long way to go.

[00:04:01]>> [laughter] >> We do.

[00:04:02]>> Years. Years to go.

[00:04:03]>> [gasps] >> All right, Stephen, thank you so much.