LLMs will be stressed by enterprise systems, says Wedbush's Sherlund - part 2/2
December 19, 2025 • 5m 40s
Rick Sherlund (Founder)
00:00.137
yeah
so
a
couple
thoughts
you
know
AI
has
been
a
novelty
for
consumers
and
with
chats
and
a
lot
of
knowledge
workers
have
gotten
big
benefit
out
of
it
because
they're
very
good
at
researching
and
summarizing
content
for
for
for
knowledge
workers
but
after
three
years
on
the
Rick Sherlund (Founder)
00:17.897
market
now
it's
finally
becoming
part
of
business
process
and
and
workflows
how
a
company
actually
conducts
business
so
this
involves
the
use
of
agents
or
agentics
and
how
they
collaborate
and
do
complex
workflows
as
a
result
the
amount
of
inference
that's
going
to
be
required
Rick Sherlund (Founder)
00:36.177
is
going
to
explode
you
know
a
single
call
to
a
chatbot
means
it's
one
call
to
the
LLM
to
give
you
the
answer
to
to
for
inference
if
it's
a
workflow
related
question
particularly
for
complex
workflows
it
could
be
ten
or
fifty
trips
back
to
the
LLM
so
LLMS
are
going
to
really
be
Rick Sherlund (Founder)
00:56.377
stressed
by
enterprise
systems
we've
got
reasoning
we're
asking
these
models
to
do
now
they're
not
built
for
reasoning
so
they
just
kind
of
throw
a
lot
of
weight
into
this
GPU
saying
give
me
a
hundred
answers
and
i'll
pick
the
best
lawn
so
i
think
for
all
these
reasons
you
know
Rick Sherlund (Founder)
01:14.057
the
the
inference
is
going
to
be
the
heartbeat
of
american
well
global
business
it's
how
it
runs
so
that's
going
to
create
enormous
demand
for
data
centers
so
the
data
center
trade
you
know
i'm
not
worried
about
it
we're
going
to
have
so
much
more
demand
than
we
have
supply
of
Rick Sherlund (Founder)
01:31.777
data
centers
given
all
the
constraints
on
data
centers
the
capital
the
GP
us
memory
etcetera
so
the
question
would
be
and
i
think
this
has
been
forefront
in
people
's
minds
is
well
is
the
business
model
there
to
support
the
financial
commitments
that
are
being
made
and
i
think
Rick Sherlund (Founder)
01:49.937
people
look
to
the
LLM
market
and
this
the
leadership
in
LM
changes
over
more
times
than
a
you
know
a
close
match
basketball
game
you
know
the
score
just
keeps
going
back
and
forth
so
the
chinese
have
open
source
models
you've
got
meta
and
and
nvidia
with
open
source
models
so
Rick Sherlund (Founder)
02:07.817
the
LLM
business
is
going
to
be
a
very
competitive
business
but
i
don't
see
the
leaders
in
that
market
saying
we're
going
to
make
all
our
money
on
LLMS
what
they're
going
to
do
is
what
microsoft
did
with
windows
and
go
up
the
stack
they're
going
to
do
what
oracle
did
from
the
Rick Sherlund (Founder)
02:22.777
database
and
move
up
the
stack
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