Fitz and Starts: AI & Enterprise Software Weekly - TTAN Weather, Claude Science

研报英文原文证据摘录

Fitz and Starts: AI & Enterprise Software Weekly - TTAN Weather, Claude Science

there are still hurdles to true production use

cases and broader enterprise adoption remain issues today. According to our CIO survey

only 22% of respondents are deploying fully autonomous AI (see: here). Partnerships

that increase the number of FDEs and give tech companies FDE scale are therefore

unsurprising, in our eyes. For MSFT specifically, the firm is increasingly positioning

itself as a neutral harness for various models, effectively the governance layer for AI

use. Additionally, for yrs, MSFT positioned itself against cloud hyperscaler competitors

as a neutral party, in that it would never compete directly against its end customers.

This benefited MSFT, especially for retailers customers like Walmart. We are seeing

a somewhat similar approach with AI, where MSFT is signaling to customers that

unlike some of the model providers where there is no guarantee that they will not

end up competing directly with end customers, MSFT will not compete directly with its

customers.

• Klaviyo Composer Enters Public Beta. On June 30th, Klaviyo announced that its flagship

AI offering, Composer (AI marketing agent) has entered public beta. Composer is designed

to identify ways to gain revenue, then builds cross-channel marketing campaigns (email,

text, etc.) to capture that revenue. Composer is designed to pair with KVYO's other AI

offering, Customer Agent (customer service AI offering), which is also getting multiple product

enhancements.

Thoughts. In both the press release and our 1x1 conversations with Klaviyo, the firm ◦Our

has emphasized that both Composer and the Customer Agent will work in tandem. When

the end customer calls a brand that uses KVYO's Customer Agent, the AI offering will