Lightcap likened this usage to cloud services, which Amazon Web Services pioneered two decades ago. While the consumer business may grow faster since people can adopt it at will, enterprise is in the "process of building up," he said.
"There's a buying cycle there, and a learning process that goes into scaling an enterprise business," Lightcap said. "AI is going to be like cloud services. It's going to be something that you can't run a business that ultimately is not really running on these very powerful models underneath the surface."