72 | AI: Disruption or Deliverance? Navigating DeepSeek Drama to Enterprise Transformation 🚀🤖 with Former CIO Tali Bray (Dewpoint, Wells Fargo)

Tali Bray, a former CIO at Wells Fargo, advises mid-cap firms and startups on AI-driven strategy and value creation. 

In this episode of Good Revenue, host Neeta Bidwai and Tali cover:

• The rapidly evolving AI landscape - from DeepSeek's market-moving claims to enterprise AI adoption, and the tensions between optimistic market projections and sobering risk assessments.
• Why the dominance of a few big companies in AI might not be inevitable and how competition could reshape the industry landscape.
• Challenges of AI ownership and data sovereignty, especially in the context of foreign data sovereignty laws vs. the United States.
• Convergence of government, private, and regulatory efforts in AI development, the balance of efficiency versus transformative AI applications, and the critical role of diverse perspectives in minimizing bias.
• Concerns around data privacy, misinformation, and ownership of AI-generated insights are addressed, along with the evolving relationship between enterprises and AI vendors.
• How AI might reshape the SaaS market and enterprise models, stressing the need for clear organizational missions and governance structures to navigate the future of AI integration.
• Critical considerations for board members and CEOs in evaluating AI implementations, emphasizing the need for a clear mission and skilled talent.
• Risks associated with AI, including data privacy, security compliance, and vendor management.

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Where to find Tali:

https://www.linkedin.com/in/tali-bray-064b/ 

Where to find Neeta:

https://www.linkedin.com/in/neetabidwai/

Where to find Good Revenue:

https://goodrevenue.io/goodrevenue

https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ

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Highlights:

00:00 Introduction to AI Series

00:37 DeepSeek's Controversial Claims

01:50 AI's Impact on Enterprise and Competition

05:22 Ethical and Legal Concerns in AI

08:24 AI Agents and Generative AI

09:35 AI Pilots and Business Model Shifts

15:19 Challenges and Risks in AI Adoption

29:55 Future of AI in SaaS and Enterprise

39:59 Privacy & Security Concerns in AI

46:00 Conclusion and Final Thoughts

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Referenced:

• Anthropic founder challenges DeepSeek narrative: https://venturebeat.com/ai/dario-amodei-challenges-deepseeks-6-million-ai-narrative-what-anthropic-thinks-about-chinas-latest-ai-move/

• Serious security concerns associated with DeepSeek: https://apnews.com/article/deepseek-china-generative-ai-internet-security-concerns-c52562f8c4760a81c4f76bc5fbdebad0

• FT: OpenAI accuses DeepSeek of distillation of its models: https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6

• Mark Zuckerberg firing all mid-level engineers in 2025, and so are lots of companies: https://www.youtube.com/watch?v=7k1ehaE0bdU

• State-sponsored IP theft & hacking: https://www.justice.gov/archives/opa/pr/seven-hackers-associated-chinese-government-charged-computer-intrusions-targeting-perceived

• AI misinformation at all-time high: https://www.newsguardtech.com/wp-content/uploads/2025/01/December2024AIMisinformationMonitor.pdf

• MIT comprehensive taxonomy of AI risks: https://arxiv.org/pdf/2408.12622

• Satya Nadella on Bill Gurley’s podcast: https://www.youtube.com/watch?v=9NtsnzRFJ_o

• More references: https://youtu.be/ED42HisEFig

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