Breaking Analysis: Databricks faces critical strategic decisions…here’s why
With George Gilbert When Apache Spark became a top level project in 2014, and shortly thereafter burst onto the big data scene, it along with the public cloud disrupted the big data market. Databricks cleverly optimized its tech stack for Spark and took advantage of the cloud to deliver a managed service that has become […]
Breaking Analysis: MWC 2023 goes beyond consumer & deep into enterprise tech
While never really meant to be a consumer tech event, over time, the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And while device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer lifecycles and the disaggregation of the network stack […]
Breaking Analysis: MWC 2023 goes beyond consumer & deep into enterprise tech
While never really meant to be a consumer tech event, over time, the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And while device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer lifecycles and the disaggregation of the network stack […]
Breaking Analysis: MWC 2023 highlights telco transformation & the future of business
The world’s leading telcos are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission services. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless and […]
Breaking Analysis: MWC 2023 highlights telco transformation & the future of business
The world’s leading telcos are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission services. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless and […]
Breaking Analysis: Google’s point of view on confidential computing
Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data in use and isolating data from apps and other host resources in fenced off enclaves. The concept of confidential computing is gaining popularity, especially in the cloud computing space where sensitive data is commonly stored […]
Breaking Analysis: Cloud players sound a cautious tone for 2023
The unraveling of market enthusiasm continued in Q4 of 2022 with the earnings reports from the U.S. hyperscalers now all in. As we said earlier this year, even the cloud is not immune from the macro headwinds and the cracks in the armor we saw from the data we shared last summer are playing out […]
Breaking Analysis: Enterprise technology predictions 2023
With Erik Bradley, ETR Making predictions about the future of enterprise tech is more challenging if you strive to lay down forecasts that are measurable. In other words if you make a prediction, you should be able to look back a year later and say with some degree of certainty whether the prediction came true […]
Breaking Analysis: ChatGPT won’t give OpenAI sustainable first mover advantage
Guest writer: ChatGPT OpenAI, the company, and ChatGPT have taken the world by storm. Microsoft reportedly is investing an additional $10B in the startup. But in our view, while the hype around ChatGPT is justified, we don’t believe OpenAI will lock up the market with its first mover advantage. Rather we believe that success in […]