AI’s Role in the Enterprise Stack: Infrastructure, Investments & Economics

In this episode of Technovation, Peter High speaks with Saam Motamedi, General Partner at Greylock Partners, about the evolving role of artificial intelligence within the enterprise technology stack. They discuss how venture capital approaches enterprise AI companies at an early stage, how large enterprises are evaluating changes to their technology stacks, and what implications AI may have for workforce dynamics.

Saam shares perspectives on how AI may influence infrastructure decisions, application development, and software business models over time.

Key insights include:

• Shifts in enterprise infrastructure strategy

• Usage- and outcome-based software economics

• The future of AI agents

• What large enterprises should understand about emerging AI startups