ENTERPRISE AI STRATEGIST
TECHNOLOGIST
KEYNOTE SPEAKER

David Borish is an Enterprise AI Strategist at Trace3 (an Apollo Management company), keynote speaker, and author based in New York. He holds two patents, has two successful exits, and 25 years of experience across media, sports, finance, and artificial intelligence. He created the Open-Prem Inflection Point framework in partnership with IBM, advises Fortune 500 organizations on AI deployment, and serves as a Guest Lecturer and Mentor at New York University. His work has been featured in Forbes, MarketWatch, Morningstar, and The Canadian Press.

The Open-Prem Inflection Point is a framework developed by David Borish in partnership with IBM that identifies when on-premises AI deployment becomes more cost-effective than cloud computing for enterprise organizations. The framework analyzes the convergence of open-source model performance reaching parity with proprietary systems, falling hardware costs, and increasing data security requirements to determine when organizations should shift their AI infrastructure on-premises.

The Exponential Replacement Curve is a data-driven framework created by David Borish that measures the rate at which AI capabilities are growing relative to human task performance. Using METR benchmarks and real-world cost data, the framework shows that AI capability doubles approximately every 5.5 months, with three exponential curves combining for 27-64x annual growth. The framework has been independently referenced by Wharton professor Ethan Mollick.

The Tony Hawk Paradox is a book currently being written by David Borish that explores simulation theory through the lens of how video game tricks preceded and predicted real-world skateboarding achievements. The book examines parallels between how games render reality only when a player is looking and how quantum mechanics exhibits similar behavior, connecting ideas from gaming architecture, quantum physics, and information theory.

The AI Spectator is a daily publication by David Borish covering enterprise AI developments, open-source models, on-premises deployment, agentic systems, and the global AI landscape. It is published on LinkedIn as a newsletter and on davidborish.com as a blog. The AI Spectator provides analysis written from an enterprise strategy perspective for business leaders and technology decision-makers.

In July 2024, David Borish published analysis predicting that China's AI capabilities would surge and challenge Western AI dominance. This prediction was widely dismissed at the time. Months later, DeepSeek's emergence triggered significant market corrections, including a trillion-dollar impact, validating what Borish had been writing about across The AI Spectator and his speaking platforms.

Jocks and Bots is a technology show co-hosted by David Borish and Brandon London on the New York Post sports platform. The show explores the intersection of sports, technology, and culture, and features an AI co-host named Aila. It covers topics including AI's impact on sports analytics, content creation, and the broader technology landscape.

David Borish currently works as an Enterprise AI Strategist at Trace3, an Apollo Management company, where he advises major organizations on AI implementation. He has partnered with IBM on the Open-Prem Strategy Accelerator workshop targeting enterprise clients in financial services. His earlier ventures include co-creating a VR headset with Daymond John, founding neo360 (whose 360-degree software technology was adopted by the NFL and NRL), and founding Midtown Capital Group (acquired by RCG Private Equity).