Shakespeare said “There is a tide in the affairs of men which, taken at the flood, leads on to fortune; Omitted, all the voyage of their life Is bound in shallows and in miseries.” No offense to the Bard intended, but the problem with the tide/opportunity analogy is that tides happen more than once. You…
In a lot of ways, the IT we have today is derived from, and little different from, what we had in the 1960s. We still think of applications, input-process-output, and reports and documents generated by applications as the way to integrate IT with business processes. Why do we do this? Because we’ve not really thought…
A recent piece in SDxCentral talking about the data issues associated with network operator automation projects was interesting to me as yet another example of the parallels between enterprises and operators. Enterprises looking at the use of AI in operations have made the very same point to me; the issue is far less one of…
Sometimes the past can teach us the future. Is AI one of those times? Perhaps, so I want to take a new look at some past data to try to find out. Those of you who follow my blog know that I’ve often talked about the past three cycles of enterprise investment in information technology….
For quite a while, people have been suggesting that AI would save the telcos. So far, that’s not happened, and in fact it’s far from clear how exactly such an outcome could come. Would AI add revenue? There’s no current evidence that AI generates more demand outside the data center. Would it reduce costs? So…
You may know I’ve been experimenting with Google’s Gemini AI, and yesterday I asked it to analyze the relationship between US GDP growth, technology prices, and technology spending since 1950. THIS is the result, as posted on my TMT Advisor site. Email and RSS:
I don’t like to blog on anything with a political angle, but sometimes it’s essential. The topic for today is the proposal to eliminate quarterly financial reporting in favor of semi-annual reporting. The question is whether it’s a good thing, and in particular whether it could be a good thing for tech. The good news…
One of the online issues raised in the last week was whether telcos were inherently bad at doing platforms, and whether they should instead focus on APIs. I want to offer my view on this, starting with a simple answer and then justifying it. The simple answer is that yes, they’re bad at platforms, and…
I’ve done a lot of blogging about the disconnect between AI perception and enterprise reality. They’re based on the fact that what enterprises tell me about their AI business successes doesn’t align with the popular view of AI, which is mostly as a kind of at-your-shoulder friendly generalist expert. Whether you accept this is up…
Over the last month, I’ve had (and blogged about) many conversations with enterprises on their AI transformation, covering goals, approaches, and project outcomes. One thread that’s kept coming up is the role of vendors in the AI project process, and in particular the concept I’ve called “strategic influence”. This is a measure of the extent…