Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork
@holgerbsky.bsky.social
Travelling the globe as Constellation Research Principal Analyst on Enterprise Software trends w focus on #NextGenApps and #FutureOfWork - resulting in #EnterpriseAcceleration
[1Slide] My #SAPTechEd 2025 uptake: @SAPshowed solid progress on AI + data 🚀 SAP Joule (their 1st biz LLM) + partnership w/ @Snowflake highlight @SAP’s push to empower developers & customers on data choice + automation. Berlin delivered. Next stop: #S4HANA upgrades. bit.ly/47y31R9
November 11, 2025 at 2:52 PM
[1Slide] My #SAPTechEd 2025 uptake: @SAPshowed solid progress on AI + data 🚀 SAP Joule (their 1st biz LLM) + partnership w/ @Snowflake highlight @SAP’s push to empower developers & customers on data choice + automation. Berlin delivered. Next stop: #S4HANA upgrades. bit.ly/47y31R9
Fresh from #SAPTechEd Berlin! ☕️ @CyclingFisch and me on @SAP Coffee Corner Radio about the latest announcements, AI buzz, and takeaways from the event. 🎧 Listen now: bit.ly/3LtnKNt
November 8, 2025 at 12:50 AM
Fresh from #SAPTechEd Berlin! ☕️ @CyclingFisch and me on @SAP Coffee Corner Radio about the latest announcements, AI buzz, and takeaways from the event. 🎧 Listen now: bit.ly/3LtnKNt
.@MongoDB names CJ Desai CEO bit.ly/4qDNM0n MongoDB said it has appointed CJ Desai, an alum of Cloudflare and ServiceNow, as CEO effective Nov. 10.
November 4, 2025 at 12:50 AM
.@MongoDB names CJ Desai CEO bit.ly/4qDNM0n MongoDB said it has appointed CJ Desai, an alum of Cloudflare and ServiceNow, as CEO effective Nov. 10.
On Friday @ 11 AM PT @DisrupTVShow interviews Scott Anthony, author of Epic Disruptions and @MurielMWilkins, author of Leadership Unblocked w/ @rwang0 & @ValaAfshar bit.ly/3L4U6hh #DisrupTV
October 31, 2025 at 11:50 PM
On Friday @ 11 AM PT @DisrupTVShow interviews Scott Anthony, author of Epic Disruptions and @MurielMWilkins, author of Leadership Unblocked w/ @rwang0 & @ValaAfshar bit.ly/3L4U6hh #DisrupTV
Startup xMEMS gets $21M to bring advanced thermal management to AI-powered gadgets bit.ly/4hU7Ish @SiliconANGLE @Mike_Wheatley “The company’s piezoMEMS technology is promising for next-generation processor…” - #nextgenapps
October 31, 2025 at 4:32 PM
Startup xMEMS gets $21M to bring advanced thermal management to AI-powered gadgets bit.ly/4hU7Ish @SiliconANGLE @Mike_Wheatley “The company’s piezoMEMS technology is promising for next-generation processor…” - #nextgenapps
Rampant cloud growth propels Alphabet to $100B quarterly revenue milestone bit.ly/47yoCHU @SiliconANGLE @Mike_Wheatley “Sundar Pichai said Google is now processing 7 billion tokens a minute, and this could likely trigger a new KPI...” #Earnings
October 31, 2025 at 3:53 PM
Rampant cloud growth propels Alphabet to $100B quarterly revenue milestone bit.ly/47yoCHU @SiliconANGLE @Mike_Wheatley “Sundar Pichai said Google is now processing 7 billion tokens a minute, and this could likely trigger a new KPI...” #Earnings
.@Microsoft’s stock falls on #AI spending concerns and lack of clarity about OpenAI bit.ly/4ntpC5W @SiliconANGLE @Mike_Wheatley “It’s good to see Microsoft reversing course on its capex spending plans and promising to invest more again, but…” #Earnings
October 31, 2025 at 1:52 PM
.@Microsoft’s stock falls on #AI spending concerns and lack of clarity about OpenAI bit.ly/4ntpC5W @SiliconANGLE @Mike_Wheatley “It’s good to see Microsoft reversing course on its capex spending plans and promising to invest more again, but…” #Earnings
On Friday @ 11 AM PT @DisrupTVShow interviews @MurielMWilkins, author of Leadership Unblocked for a discussion on the key insights in her new book w/ @rwang0 & @ValaAfshar bit.ly/3L4U6hh #DisrupTV
October 29, 2025 at 3:53 PM
On Friday @ 11 AM PT @DisrupTVShow interviews @MurielMWilkins, author of Leadership Unblocked for a discussion on the key insights in her new book w/ @rwang0 & @ValaAfshar bit.ly/3L4U6hh #DisrupTV
The #CCE2025 AI review - how do we account for the gap between vendors and customers on agentic AI? bit.ly/43BUUR2 @diginomica @jonerp @constellationr >> This was fun and super easy panel to moderate!
October 29, 2025 at 5:03 AM
The #CCE2025 AI review - how do we account for the gap between vendors and customers on agentic AI? bit.ly/43BUUR2 @diginomica @jonerp @constellationr >> This was fun and super easy panel to moderate!
The #CCE2025 AI review - how do we account for the gap between vendors and customers on agentic AI? diginomica.com/cce-2025-ai-... >> A great summary and always insight by @Diginomica's @jonerp. The change in hand vs machine ratio is the key transformational challenge. #FutureofWork
October 27, 2025 at 3:53 PM
The #CCE2025 AI review - how do we account for the gap between vendors and customers on agentic AI? diginomica.com/cce-2025-ai-... >> A great summary and always insight by @Diginomica's @jonerp. The change in hand vs machine ratio is the key transformational challenge. #FutureofWork
My latest - 🚀 New CR Pulse: @Infor Evolves Its EAP for the AI Era. Enterprise Application Platforms (EAPs) have gone from strategic to indispensable — now powering integration, extension, and AI-driven automation across the stack. Read the full analysis bit.ly/42DRywy
October 27, 2025 at 1:52 PM
My latest - 🚀 New CR Pulse: @Infor Evolves Its EAP for the AI Era. Enterprise Application Platforms (EAPs) have gone from strategic to indispensable — now powering integration, extension, and AI-driven automation across the stack. Read the full analysis bit.ly/42DRywy
.@Intel delivers first profit in six quarters as turnaround gains momentum bit.ly/4ovRCH3 @SiliconANGLE @Mike_Wheatley “The data center group and the foundry business both went backwards in the quarter, and Intel also slashed... #Earnings
October 27, 2025 at 5:03 AM
.@Intel delivers first profit in six quarters as turnaround gains momentum bit.ly/4ovRCH3 @SiliconANGLE @Mike_Wheatley “The data center group and the foundry business both went backwards in the quarter, and Intel also slashed... #Earnings
Day 1 of #CCE2025 cut through the AI + SaaS hype: platform fatigue is real, “build vs buy” is now “build and buy,” AI agents are already talking, everyone’s still learning, and your strategy is only as good as your data. bit.ly/3Jk9ZzN @lizkmiller @holgermu @ldignan @MikeNi @CR_MSchneider
October 24, 2025 at 1:52 PM
Day 1 of #CCE2025 cut through the AI + SaaS hype: platform fatigue is real, “build vs buy” is now “build and buy,” AI agents are already talking, everyone’s still learning, and your strategy is only as good as your data. bit.ly/3Jk9ZzN @lizkmiller @holgermu @ldignan @MikeNi @CR_MSchneider
Constellation Research’s sneak peak at 2026 bit.ly/48YJ2MP @ConstellationR analysts were split on whether we're in an AI bubble or not, recapped 2025 in AI agents, and gave a hint of what's to come in 2026 around decisions, automation, and exponential efficiency. #CCE2025
October 24, 2025 at 5:03 AM
Constellation Research’s sneak peak at 2026 bit.ly/48YJ2MP @ConstellationR analysts were split on whether we're in an AI bubble or not, recapped 2025 in AI agents, and gave a hint of what's to come in 2026 around decisions, automation, and exponential efficiency. #CCE2025
.@SAP Q3 mixed, outlook for 2025 at low end bit.ly/3LqknXm SAP delivered third quarter revenue growth of 7% with cloud sales up 22%. The company said its 2025 cloud revenue will be at the lower end of its range of €21.6 billion to €21.9 billion.
October 23, 2025 at 11:50 PM
.@SAP Q3 mixed, outlook for 2025 at low end bit.ly/3LqknXm SAP delivered third quarter revenue growth of 7% with cloud sales up 22%. The company said its 2025 cloud revenue will be at the lower end of its range of €21.6 billion to €21.9 billion.
Constellation Research’s sneak peak at 2026 bit.ly/48YJ2MP @ConstellationR analysts were split on whether we're in an AI bubble or not, recapped 2025 in AI agents, and gave a hint of what's to come in 2026 around decisions, automation, and exponential efficiency. #CCE2025
October 23, 2025 at 1:52 PM
Constellation Research’s sneak peak at 2026 bit.ly/48YJ2MP @ConstellationR analysts were split on whether we're in an AI bubble or not, recapped 2025 in AI agents, and gave a hint of what's to come in 2026 around decisions, automation, and exponential efficiency. #CCE2025
.@Google claims quantum advantage with Willow breakthrough bit.ly/3Jhjika Google said its Willow quantum computing chip has achieved quantum advantage. Google's breakthrough hit pure play quantum computing companies. >> Conrrats - quantum computing benefits are getting tangile.
October 23, 2025 at 5:03 AM
.@Google claims quantum advantage with Willow breakthrough bit.ly/3Jhjika Google said its Willow quantum computing chip has achieved quantum advantage. Google's breakthrough hit pure play quantum computing companies. >> Conrrats - quantum computing benefits are getting tangile.
Business AI cloud operator Uniphore gets $260M from @Nvidia, @Snowflake, @Databricks, @AMD and others bit.ly/4oC0jQu @SiliconANGLE @Mike_Wheatley “But Uniphore is now in a good place, with prominent backers from the chip ranks and the biggest…” #ChipWars
October 22, 2025 at 11:50 PM
Business AI cloud operator Uniphore gets $260M from @Nvidia, @Snowflake, @Databricks, @AMD and others bit.ly/4oC0jQu @SiliconANGLE @Mike_Wheatley “But Uniphore is now in a good place, with prominent backers from the chip ranks and the biggest…” #ChipWars
2025 is the year of quantum computing bit.ly/47iUOPw Here's a look at the #quantumcomputing developments so far in 2025.
October 22, 2025 at 2:06 PM
2025 is the year of quantum computing bit.ly/47iUOPw Here's a look at the #quantumcomputing developments so far in 2025.
.@Oracle’s application strategy: Industries, AI, automation, integrated stack bit.ly/42NuI5N Oracle's Fusion apps business can't compete in buzz or growth rates compared to Oracle Cloud Infrastructure (OCI), but you'd be wise to pay attention to the software plan.
October 22, 2025 at 5:03 AM
.@Oracle’s application strategy: Industries, AI, automation, integrated stack bit.ly/42NuI5N Oracle's Fusion apps business can't compete in buzz or growth rates compared to Oracle Cloud Infrastructure (OCI), but you'd be wise to pay attention to the software plan.
Agentic orchestration takes center stage as Salesforce evolves beyond CRM bit.ly/4qe4LpV @SiliconANGLE “Pretty much all the vendors are acting like it’s all about AI and we don’t have to upgrade the background business processes … that was a…” -
October 21, 2025 at 5:03 AM
Agentic orchestration takes center stage as Salesforce evolves beyond CRM bit.ly/4qe4LpV @SiliconANGLE “Pretty much all the vendors are acting like it’s all about AI and we don’t have to upgrade the background business processes … that was a…” -
.@GoldmanSachs eyes next AI transformation from position of strength bit.ly/47dVXb5 CEO @DavidSolomon said the company has launched an initiative dubbed One Goldman Sachs 3.0, which will leverage AI to create a centralized operating model that's more efficient and drive growth.
October 20, 2025 at 11:50 PM
.@GoldmanSachs eyes next AI transformation from position of strength bit.ly/47dVXb5 CEO @DavidSolomon said the company has launched an initiative dubbed One Goldman Sachs 3.0, which will leverage AI to create a centralized operating model that's more efficient and drive growth.
.@Salesforce CEO @Benioff: Context is king bit.ly/3Jan8eG In a Dreamforce keynote, Benioff repeatedly came back to context and context engineering, a term that's just gaining some momentum from companies like @Elastic and @Workday. #DF25
October 20, 2025 at 5:12 PM
.@Salesforce CEO @Benioff: Context is king bit.ly/3Jan8eG In a Dreamforce keynote, Benioff repeatedly came back to context and context engineering, a term that's just gaining some momentum from companies like @Elastic and @Workday. #DF25
Startup Woz raises $6M to build an ‘AI app factory’ that combines agentic and human expertise bit.ly/3LcYs5S @SiliconANGLE @Mike_Wheatley “Woz looks to have created a very useful tool for doing that, but it’s not yet clear how much the business…” - #FundingNews
October 20, 2025 at 5:03 AM
Startup Woz raises $6M to build an ‘AI app factory’ that combines agentic and human expertise bit.ly/3LcYs5S @SiliconANGLE @Mike_Wheatley “Woz looks to have created a very useful tool for doing that, but it’s not yet clear how much the business…” - #FundingNews
AI ‘agent war’ intensifies as tech giants race for dominance bit.ly/3W7H9FL @FoxBusiness @VarneyCo @rwang0 of @constellationr explains how @Oracle, @Salesforce and others are leading the emerging 'agentic' AI race, reshaping business operations and… #DF25 #AIWorld
October 17, 2025 at 4:32 PM
AI ‘agent war’ intensifies as tech giants race for dominance bit.ly/3W7H9FL @FoxBusiness @VarneyCo @rwang0 of @constellationr explains how @Oracle, @Salesforce and others are leading the emerging 'agentic' AI race, reshaping business operations and… #DF25 #AIWorld