206 | Breaking Analysis | The copilot era takes flight at Microsoft Ignite 2023
Microsoft Ignite 2023 was one part a celebration of yearlong technological innovations, one part announcing the general availability of previously announced products, one part vision, one part ecosystem and four parts copilots everywhere. Copilots promise an historic software-led productivity increase. Perhaps for the first time in industry history we’re seeing huge demand for software coincide […]
Breaking Analysis: IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity
With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – i.e. watsonx. IBM’s deep research in AI and learnings from its previous mistakes, […]
Breaking Analysis: The Gen AI power law – How data diversity will influence adoption
Our research indicates that the adoption of generative AI is occurring across a variety of frameworks with diverse deployment models, data sets and domain specificities. The transformative power of generative AI for industries is colossal, and we are convinced that AI will gravitate to where data lives. The power law of Gen AI, developed […]
Breaking Analysis: AI revenue riddle – Azure sees gains, when will other cloud titans see the surge?
In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity paradox. Ironically, Solow’s statement preceded the greatest productivity boom since the dawn of the computer age which subsequently came to fruition in the 1990’s. It can be […]
Breaking Analysis: From hype to reality, the true state of AI adoption
MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government as it could potentially help with the labor shortage, drive earnings growth and increase tax revenues, which […]
Breaking Analysis: Getting ready for the sixth data platform
In the next 3-5 years, we believe a set of intelligent data apps will emerge requiring a new type of modern data platform to support them. We refer to this as a sixth data platform. In our previous research we’ve used the metaphor “Uber for everyone” to describe this vision; meaning software-based systems that enable […]
Breaking Analysis: Lower for longer – Tech spending remains tepid
We’re getting used to the phrase, “higher for longer,” referring to the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, IT decision makers (ITDMs) in aggregate expected annual […]
Cisco Splunk under the microscope, joint customers weigh in
Cisco’s $28B acquisition of Splunk represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knot hole as seen by its margins and recent P&L performance. But questions remained with respect to its growth prospects and competitiveness in […]
Breaking Analysis: Cisco Splunk under the microscope, joint customers weigh in
Cisco’s $28B acquisition of Splunk represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knot hole as seen by its margins and recent P&L performance. But questions remained with respect to its growth prospects and competitiveness in […]