AI bull updates his takes: cybersecurity is winning, enterprise spend is still 10x apart
menhguin · x · 2026-07-29
Jared Sleeper revisits his AI “maxi/mini” takes and says several of the bullish themes are still holding up:
- Cybersecurity remains the clearest winner: he expects defensive agents to be pen-testing public-facing applications within 6–12 months.
- Code generation looks mixed: adoption is real, but price sensitivity is emerging and the main question is how fast AI spreads across the market.
- Enterprise adoption is still extremely uneven, with leading companies reportedly spending 10x+ more on tokens than laggards.
- Video/image generation is real, but production-ready tooling is still not quite there yet; he expects that to change soon.
He adds a new bullish take: users are willing to pay for AI when the product is actually valuable.
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