I'm confused by your answer because I can't tell which way you're going.

Are you saying companies have to mandate AI everywhere?

Or are you saying the exact opposite, as your second sentence suggests?

I haven't heard of AI mandates in small companies, only in big ones.

He's just making a general "efficient markets" argument. He's arguing that whatever happens in a couple of years will be the right thing, no matter what is happening now.

That is essentially not an argument in any direction.