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…
Well, China rattled investors in AI with its DeepSeek model. NASDAQ futures were down over 800 points at one point I saw on Monday, and of course this is surely do to short-selling by hedge funds. But you don’t short a market that’s not at least a bit over-bought, meaning that a lot of Street…
For many, the most important question for 2025 is the fate of the cloud. Last year we saw what was perhaps the very first clear dose of cloud skepticism, so will that continue or accelerate in 2025? If so, what happens to IT in general and the cloud in particular? If not, what will reverse…
What do enterprises think their network should be? I can’t say that I get much in the way of explicit comments on this, other than the expected toss-offs like “cheap”, “reliable”, and “secure”. Few enterprises really think about how network technology should evolve, and fewer offer spontaneous comments on the topic. However, I’ve been looking…
We may be ignoring one of the most important fields of computing, spatial computing, even though many of the IoT, AI, digital twin, and AR/VR applications explore pieces of the field. You can argue that recent progress in the convergence of IT and business processes is really related to spatial computing, so it makes sense…