215 | Breaking Analysis | 2024 IT spending outlook shows cautious start with optimistic finish
Recent spending intentions data from more than 1,700 IT decision makers indicates that executives expect technology budgets to grow at 4.3% this year. That’s up from roughly 3.5% in 2023 and is higher than the expectation in October which was 3.8%. But the forecasts for 2024 are backend loaded. Moreover, while some sectors such as […]
214 Breaking Analysis | Unifying intelligence in the age of data apps
With George Gilbert We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision includes the ability to […]
213 | Breaking Analysis | Predictions 2024 – Deciphering Gen AI’s effect on data, governance & skill gaps
With Sanjeev Mohan, Tony Baer, Carl Olofson, Dave Menninger and Doug Henschen In the words of famous people like Nobel laureate Neils Bohr and baseball legend Yogi Berra, predictions are very difficult, especially if they’re about the future. In this special Breaking Analysis we’re pleased to host our third annual data predictions power panel with […]
212 | Breaking Analysis | Grading our 2023 enterprise technology predictions
Predictions about the future of enterprise tech are streaming to our inboxes, literally by the thousands. Most are thoughtful and we will review those prior to publishing our 2024 predictions later in January. As is our tradition, we try to make our own predictions more challenging by citing forecasts that are measurable and have either […]
211 |Breaking Analysis | The rise of observability and why it matters to your business
The rapid awareness and adoption of AI has increased concerns around security, governance, compliance and business risk. The digital business imperative to improve customer experience combined with a vastly more complex technology environment, comprising multiple clouds, IoT, containers, app integration and the popularity of open source, are driving need for better observability across technology stacks. […]
210 | Breaking Analysis | David vs Goliath reimagined – OpenAI’s approach to AI supervision
Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of […]
209 | Breaking Analysis | Beyond separating compute & storage…Journey to the 6th data platform
With George Gilbert We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a change in underlying data and data center architectures will be necessary, particularly […]
208 | Breaking Analysis | re:Invent ’23 underscores a new simplicity mandate for AWS
With George Gilbert Generative AI has created a new mandate in enterprise tech with significant implications for all companies generally and AWS specifically. Amazon’s powerful playbook based on agility, developer choice, power, scale, reliability and security must now evolve to accommodate simplicity and coherence for mainstream customers. This imperative came into clear focus at AWS […]
207 | Breaking Analysis | The OpenAI meltdown…Winners & losers in the battle for AI supremacy
Episode 207
Conventional wisdom says Microsoft is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today than they were last Thursday, prior to the firing of OpenAI CEO Sam Altman and the ongoing public drama that ensues. Microsoft and OpenAI had a huge lead in market momentum, AI adoption and feature acceleration and were setting the narrative in AI.