About this episode

The episode discusses the shift of focus in the AI industry from consumer applications to enterprise solutions and the implications of this trend.

Consumer AI is the fastest-growing tech category in history, but the AI industry’s money, attention, and compute are moving hard toward enterprise and coding agents. NLW explores why consumer AI suddenly feels secondary, why token consumption may matter more than paid seats, and why ads, agentic commerce, and AI devices may be the only paths that make consumer AI economically impossible to ignore. In the headlines: Coinbase layoffs and the AI alibi, Anthropic’s massive Google Cloud deal, Palantir earnings, Larry Fink on compute as a commodity, and Cerebras IPO demand. April AI Usage Pulse Survey: ⁠⁠⁠⁠⁠⁠https://tally.so/r/LZEyGy⁠⁠⁠⁠⁠⁠ Check out the new AI Executive Catch-Up Program from AIDB Training: ⁠https://aiexecutivecatchup.com/ Also registering for Cohort 3: http://enterpriseclaw.ai/ Brought to you by: KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG’s new paper, Agentic AI Untangled , gives leaders a clear framework to decide whether to build, buy, or borrow—download it at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kpmg.us/Navigate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Granola - The AI notepad…

People in this episode

Host: Nathaniel Whittemore

Topics covered

• Consumer AI
• Enterprise AI
• AI devices
• AI economics
• AI industry trends

Keywords

• Consumer AI
• enterprise AI
• AI economics
• AI devices
• Coinbase layoffs
• Anthropic
• Palantir earnings
• KPMG
• Granola
• Mercury

Sponsors

KPMG, Granola, Mercury

Mentioned in this episode

Organizations: Coinbase, Anthropic, Google Cloud, Palantir, Cerebras

Products: Agentic AI Untangled, Granola, Mercury

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• Why OpenAI and Anthropic Are Becoming Consultants · May 5, 2026 · 26 min

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