futurumgroup.com/insights/are...
$SFDC has become an enterprise platform vendor by virtually all measures + is in fact now the #2 software firm, and now #1 in AI agents.
My take on whether CIOs will bite.
futurumgroup.com/insights/are...
$SFDC has become an enterprise platform vendor by virtually all measures + is in fact now the #2 software firm, and now #1 in AI agents.
My take on whether CIOs will bite.
It’s a fascinating move to become a cloud meta-provider. Oracle is essentially saying that your primary cloud matters less today. Your data + DBs can follow your strategy, not your vendors.
It’s a fascinating move to become a cloud meta-provider. Oracle is essentially saying that your primary cloud matters less today. Your data + DBs can follow your strategy, not your vendors.
While this is mostly consumer traffic, it shows that significant AI market shifts are still quite possible. Even likely.
While this is mostly consumer traffic, it shows that significant AI market shifts are still quite possible. Even likely.
It's been 7 months of our movie tie-ins. Hope you enjoy them.
Please suggest topics and invite your IT colleagues. 2pm ET every Thursday!
It's been 7 months of our movie tie-ins. Hope you enjoy them.
Please suggest topics and invite your IT colleagues. 2pm ET every Thursday!
What does a fully sustainable, sovereign, and intelligent data architecture look like in your future state?
What does a fully sustainable, sovereign, and intelligent data architecture look like in your future state?
What’s your playbook for fighting back? Is it data fabrics, streaming layers, data contracts, metadata gravity assists, or do you simply create virtual data centers?
What’s your playbook for fighting back? Is it data fabrics, streaming layers, data contracts, metadata gravity assists, or do you simply create virtual data centers?
How are CIOs keeping optionality alive when moving data is slower, costlier, and politically/vendor-wise harder than ever?
How are CIOs keeping optionality alive when moving data is slower, costlier, and politically/vendor-wise harder than ever?
How is your architecture adapting as data location, not strategy, increasingly dictates what you can do?
How is your architecture adapting as data location, not strategy, increasingly dictates what you can do?
It’s been 7 months of our movie tie-ins. Hope you enjoy them.
Please suggest topics and invite your IT colleagues to the chat. 2pm ET every Thursday
It’s been 7 months of our movie tie-ins. Hope you enjoy them.
Please suggest topics and invite your IT colleagues to the chat. 2pm ET every Thursday
What have you learned about resetting pace, rotating workloads, or redesigning org structures so the team can endure multi-year transformation without burning out or breaking culture?
What have you learned about resetting pace, rotating workloads, or redesigning org structures so the team can endure multi-year transformation without burning out or breaking culture?
How do you typically model calm, clarity, and prioritization amid chaos, so your teams don’t just go faster, but go smarter? Share what rituals, norms, or boundaries actually work.
How do you typically model calm, clarity, and prioritization amid chaos, so your teams don’t just go faster, but go smarter? Share what rituals, norms, or boundaries actually work.
What leadership moves help you protect your team’s capacity and humanity when there is no obvious slack in the system?
What leadership moves help you protect your team’s capacity and humanity when there is no obvious slack in the system?
How to decide when speed is strategic vs. when it becomes too much?
How to decide when speed is strategic vs. when it becomes too much?
But the gap is narrowing a bit.
And they are taking on some debt as well.
My take: AI is the biggest tech generation yet. Now we get to see how far it goes.
But the gap is narrowing a bit.
And they are taking on some debt as well.
My take: AI is the biggest tech generation yet. Now we get to see how far it goes.
Expect all the big players to have their own chips soon, with NVIDIA, Google, AWS having them now in various takes of maturity + Microsoft likely adding their soon.
Expect all the big players to have their own chips soon, with NVIDIA, Google, AWS having them now in various takes of maturity + Microsoft likely adding their soon.
CIOs should plan for the cost/benefit in 2-4 years, not what it is today.
This “Token Efficiency Factor” drops 1.8x in cost every month, a ten-fold increase over Moore’s Law.
The most capable models are dropping the most: 900x
CIOs should plan for the cost/benefit in 2-4 years, not what it is today.
This “Token Efficiency Factor” drops 1.8x in cost every month, a ten-fold increase over Moore’s Law.
The most capable models are dropping the most: 900x
And very few are reporting negative ROI.
At this point, this should not be surprising, but it’s good to see it confirmed in numbers. Lots more research to do though.
And very few are reporting negative ROI.
At this point, this should not be surprising, but it’s good to see it confirmed in numbers. Lots more research to do though.
It turns generative AI assistance into a collaborative effort, making using AI social.
Great for helping teams get more from AI, while also making it more transparent/accountable.
It turns generative AI assistance into a collaborative effort, making using AI social.
Great for helping teams get more from AI, while also making it more transparent/accountable.
It’s six months since we started our movie tie-ins. Hope you enjoy them.
Please suggest topics and invite your colleagues. Thursdays at 2pm ET!
It’s six months since we started our movie tie-ins. Hope you enjoy them.
Please suggest topics and invite your colleagues. Thursdays at 2pm ET!
How are you designing ecosystems, vendor portfolios, and contracts that can flex when the political map shifts again?
How are you designing ecosystems, vendor portfolios, and contracts that can flex when the political map shifts again?
Given recent events, what org models are CIOs using to manage capability risk and maintain delivery consistency across borders?
Given recent events, what org models are CIOs using to manage capability risk and maintain delivery consistency across borders?