“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…
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…