According to a recent LinkedIn post from Celonis, Carsten Thoma’s appearance on CNBC is portrayed as emphasizing AI as the next major paradigm shift after cloud computing. The post highlights his view that while AI models are strong at reasoning, they lack detailed understanding of how individual enterprises actually run.
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The LinkedIn post suggests that this “missing layer” of business context is where Celonis positions its value proposition in the enterprise AI stack. For investors, this framing points to potential demand for process intelligence and execution management tools that can make AI deployments more effective and economically viable.
The post also references a “Concorde moment,” implying that some breakthrough technologies may have outsized strategic impact even if near-term profitability is uncertain. This analogy may signal that Celonis sees enterprise AI as an area where impact on operations and competitive positioning could precede clear profit metrics, potentially supporting continued investment in R&D and ecosystem partnerships.