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…
How many jobs are being eliminated by AI? We surely hear a lot of stories about how AI is making it harder for this or that group to find jobs, and plenty on how AI is going to have a major impact on employment down the line. OK, everyone has a view on the future,…
I’ve created, as an experiment, a podcast of my Andover Intel report “An Analyst View of Networking’s Evolution”, using Google Gemini Pro and Notebook LM. It’s in MP4 audio (.m4a) form, and it’s available on my website at https://www.andoverintel.com/From_Party_Lines_to_Digital_Twins.m4a. Please take a look if you’re interested, and comment on LinkedIn or send me an email…
Operations costs, opex. Nobody likes it, not enterprises and not operators. Would they spend more on equipment, on modernizing or changing their networks to reduce it? Sure, but with a caveat I’m sure you’ll recognize. Enterprises are happy to spend to reduce opex, if the result creates a reduction that lets them hit their traditional…
What could boost enterprise spending on network equipment? That’s a question that network vendors obsess over, but one that is (or should be) just as important to any vendor who wants to sell to enterprises. There’s also a corollary question, which is “Have tech vendors gotten focused on consumers, and if so what will that…
When you ask enterprises about the important issues of application hosting, one of the top items on their list is always governance. Data security and sovereignty are critical to businesses, and that truth impacts everything about IT and networking from project conception to deployment and use. Of 477 enterprises who offered me spontaneous views on…
My recent blogs on telecom opex provoked some interesting interactions with telcos, and in particular with a group of 22 who engaged me in a bit of a dialog. They were particularly focused on the point that there was an opportunity for AI to address the “business” process of telcos, not the “network” process. As…