Are OpenAI and Anthropic Missing The Big Enterprise Opportunity? episode artwork

EPISODE · Jun 15, 2026 · 17 MIN

Are OpenAI and Anthropic Missing The Big Enterprise Opportunity?

from Josh Bersin · host Josh Bersin

As we prepare for these juggernauts to go public, I’m reminded of Yahoo, Excite, and AOL who dominated the first four years of the internet. Despite their lead, Google stole the market away. Could the same thing happen again? The argument is not that these companies aren’t powerful, but rather that they’re so committed to their current path that they may miss the big opportunity in the future. If you look at HR 2030 and what we want to do with enterprise AI, the ability to generate code, graphics, and text may not be what we need. And our new research on Galileo business modeling is starting to pan this out. Now that AI prices are high, we all have to look for bigger use-cases for agents. In this podcast I explain what “Dynamic Enablement for Growth” really means and how LLMs only take us so far, with a new frontier yet to come. As always I welcome opinions and feedback on this thesis. Additional Information To Come…. Get Galileo and see business modeling in action. The New Global HR Excellence Certification – Join the Inaugural Cohort! HR 2030: Time to Reinvent HR Around Agents  

As we prepare for these juggernauts to go public, I’m reminded of Yahoo, Excite, and AOL who dominated the first four years of the internet. Despite their lead, Google stole the market away. Could the same thing happen again? The argument is not that these companies aren’t powerful, but rather that they’re so committed to their current path that they may miss the big opportunity in the future. If you look at HR 2030 and what we want to do with enterprise AI, the ability to generate code, graphics, and text may not be what we need. And our new research on Galileo business modeling is starting to pan this out. Now that AI prices are high, we all have to look for bigger use-cases for agents. In this podcast I explain what “Dynamic Enablement for Growth” really means and how LLMs only take us so far, with a new frontier yet to come. As always I welcome opinions and feedback on this thesis. Additional Information To Come…. Get Galileo and see business modeling in action. The New Global HR Excellence Certification – Join the Inaugural Cohort! HR 2030: Time to Reinvent HR Around Agents

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Are OpenAI and Anthropic Missing The Big Enterprise Opportunity?

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This episode was published on June 15, 2026.

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As we prepare for these juggernauts to go public, I’m reminded of Yahoo, Excite, and AOL who dominated the first four years of the internet. Despite their lead, Google stole the market away. Could the same thing happen again? The argument is not...

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