Years ago, I angered some people by calling a new technology a “UFO”. Why did I do that, and why did it make some people mad? And finally, what does it have to do with network traffic and telco revenues? Read on. What’s the primary property of a UFO? I contend it’s “unknowability”. As I…
Could the cloud really become the network? That’s a question that many (including me) have asked over the last decade. When the view was “everything is moving to the cloud”, that would be an almost-inevitable outcome except for broadband access, but since I’ve rejected that universal-cloud theory from the first, and since I’ve reported that…
Andrew Lloyd Weber has a great line that describes tech these days. In the form I’ve heard it performed, it goes “You talk of truth? Is truth unchanging law? We all have truths—are mine the same as yours?” Leaving the question of whether truth is unchanging to philosophers, consider the next point, which is the…
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…