HashiCorp’s HashiConf Boston sets Cloud Direction
Exploring HashiCorp’s strategic focus, recent product innovations, and implications of its pending IBM acquisition, as highlighted at HashiConf Boston 2024. HashiCorp’s shift from on-premise tools to SaaS-based managed services on a unified platform is designed to support enterprise-scale infrastructure and security lifecycle management (ILM and SLM). New features in Terraform and Vault address critical needs in cost control, security, and automation, with additions like Terraform Stacks, Vault Radar, and enhanced interoperability across product lines. HashiCorp’s move to the Business Source License (BSL) has sparked industry discussions, especially in light of OpenTofu’s open-source alternative. With IBM’s potential resources in R&D and FinOps, HashiCorp is poised to drive further innovation in hybrid cloud operating models for high-spend enterprise customers. This note provides an in-depth look at the company’s direction, the evolving IaC landscape, and competitive dynamics in the infrastructure as code (IaC) market.
Corcentric CEO Matt Clark on Removing Friction from B2B Commerce and the Evolution of the CFO Role
In this AnalystANGLE episode, Corcentric CEO Matt Clark joins me for a conversation on removing friction from B2B commerce and the evolution of the CFO role.
254 | Breaking Analysis | Why Jamie Dimon is Sam Altman’s Biggest Competitor
Investors have poured north of $30B into independent foundation model players including OpenAI, Anthropic, Cohere, Mistral and others. OpenAI itself has raised more than $20B. To keep pace, both Meta and xAI will have to spend comparable amounts. In our view, the stampeding herd of LLM investors is blindly focused on the false grail of so-called artificial general intelligence AGI. We believe the greatest value capture exists in what we’re calling enterprise AGI, metaphorically represented by the proprietary data estates and managerial know-how locked inside of firms like JP Morgan Chase, and virtually every enterprise. The tools to curate and harness that collective intelligence will allow these firms to capture the majority of value in the race for AI leadership.
Scaling Modern Edge Environments: A Conversation with ZEDEDA’s CEO Said Ouissal
In today’s rapidly evolving digital landscape, managing and scaling modern edge environments efficiently has become a critical challenge for enterprises. Zededa CEO Said Ouissal joins me to discuss the growing importance of edge computing.
IT Nation Connect 2024 Is Coming
Principal Analyst Christophe Bertrand spoke with Greg Lalle, SVP and GM of IT Nation, a key community for IT professionals. IT Nation Connect focuses on education and networking, helping Managed Service Providers (MSPs) transition to advanced security services. With a growing emphasis on AI and cyber resilience, MSPs must innovate in delivery and marketing. IT Nation fosters collaboration, ensuring participants gain actionable insights for growth in the evolving IT landscape.
Kaseya’s DattoCon 2024: Business, Not Just Tech
DattoCon 2024 in Miami Beach highlighted the vital role Managed Service Providers (MSPs) play in supporting Small and Medium-sized Businesses (SMBs), which are crucial to the workforce and global GDP. The conference addressed the significant opportunity for MSPs as technology spending is projected to increase fivefold. However, many MSPs struggle with low profit margins, emphasizing the need for better cost management. Cybersecurity emerged as a key concern, with a rise in cyberattacks targeting SMBs, prompting Kaseya to introduce technologies that enhance security. Simplifying operations by consolidating software tools can also help MSPs improve their efficiency and profitability.
253 | Breaking Analysis | Gen AI Adoption Sets the Table for AI ROI
Gen AI enthusiasm has lately turned to AI skepticism. Lack of clarity on tangible ROI for mainstream businesses, a narrow list of early winners and relentless vendor marketing around AI has caused cynicism and media backlash. But the reality remains that we have entered a new era in technology innovation that has a high probability of transforming industries, public policy, company leadership and the related fortunes of individuals and organizations. Moreover, 97% of leading Gen AI adopters report that they’re achieving tangible benefits from their deployments. Adoption of Gen AI is relentlessly on the rise and nearly two years in, is poised to begin throwing off enough value that it will heighten a mandate to apply AI to drive business results. As such, we believe that as we exit Q4 into 2025, the demand for AI solutions will continue to occupy the headspace of business technology pros and AI momentum will maintain its accelerated pace.
Commvault Is Shifting Gears
A detailed summary and analysis of key market trends and Commvault’s strategy and market position
Event Store Expands Cloud Offerings, Appoints New Leadership to Drive Growth in Event-Native Data Platforms
In a recent episode of our AnalystANGLE series, I had a conversation with Kirk Dunn, the newly appointed CEO of Event Store, and the opportunity to delve into the company’s latest developments and its vision for the future of data platforms. Event Store, pioneering the event-native data platform space, has made significant strides with new […]