We’re different. Remember that. We’re insightful, and remember that too, and remember that a big reason why we’re insightful is that we’re different. Andover Intel is based on a simple principle, which is that to understand tech, you have to understand what tech buyers are doing, expecting, justifying. We’ve established a user contact program that…
One early point of application for AI in general, and AI agents in particular, is network/IT operations. In the last six months, 154 enterprises have told me their own interest in this area has increased dramatically, and the number who have adopted or say they will adopt AI in that role has doubled. What’s behind…
If a fusion of AI and digital twins is at least a convenient abstraction to use describing the relationship, does a metaverse figure in? If so, how? Could it be that what I’ve called the “metaverse of things” or MoT, is what the AI/digital-twin fusion is, and if not, what is MoT in this picture?…
“No responsible CEO is going to turn a company over to AI, period.” That’s surely emphatic, and also the comment an enterprise CEO sent me over the last weekend. Others, lower down in the same enterprise and in other ones, were commenting on my blogs on “agent AI” and why enterprises had been advocating something…
There are a lot of stories coming out on whether the DoJ’s decision to try to block the HPE/Juniper deal ends up helping Cisco (HERE and HERE, for example), and Juniper’s CEO has also made that comment. The sense of the view is that if blocking the merger helps the current dominant player, how can…
What’s more important to the future of tech, digital twins or AI? If you have to pick only one thing, I’d argue that the digital twin would win, because the future of tech depends on more real-time, real-world, automation and lifestyle augmentation. Digital twins that model the real world seem inescapable in that mission, and…
We’ve all heard the phrase “Too little, too late”, and surely applied to telcos, but I want to propose another seemingly contradictory phrase to describe their current state. It’s “Too late, too little”. Twenty years ago, telcos spent more per revenue dollar on opex than on capex (roughly 40 cents vs 22 cents). What I’ve…
It used to be that we’d look at tech purchases in terms of what buyers like. We may now be entering a period when what matters is what they hate. A big part of this attitude adjustment relates to the shift of tech purchases from new projects to maintenance budgets, and another part is due…
Who’s winning the enterprise cloud race, why are they winning, and what might others do to change their own fortunes? Enterprises have been undergoing a kind of gestalt moment with the cloud, so it’s actually a good time to present them with other options, as well as to recognize that picking the right approach has…
No matter the vertical, nothing is as difficult to assess as the anti-trust implications of M&A. In tech, that’s particularly true because of the pace of evolution and the breadth of influence and symbiosis within the space. Rulings that are based on traditional factors are almost certain to be flawed in reasoning, and thus likely…
OK, DeepSeek happened. OK, it convulsed stocks. That was then, this is now. If the DeepSeek announcement was an earthquake on Wall Street, where will the rubble fall hardest, and what might be left in a condition not only better than expected but better than before DeepSeek came along? Those are the questions we’ll look…