A Software Insider's Point of View

CNBC Nvidia GTC 2024 Becky Quick @Rwang0

New Analysis: Nvidia GTC 2024 Is The Davos of AI

New Chips, New Business Models Ahead In Accelerated Computing Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose. The key things to look for in the keynote:
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Centralized Scarcity vs Decentralized Abundance

Monday's Musings: Will AI Force Centralized Scarcity Or Create Freedom With Decentralized Abundance?

Age of AI Ushers Exponential And Transformational Power In The Hands Of A Few Society has often swung to centralization and decentralization in the distribution of power and rights. Living in a culture of abundance versus a culture of scarcity can alter the prioritization of decisions, the quality of interactions, and the overall optimism or pessimism of a society. AI has the power to transform societies for both good and evil.
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From Pyramid to Diamond With AI Bots Not FTEs

Monday's Musings: In An Age of AI, Death To The Pyramid Model, Long Live The Diamond

The Traditional Pyramid Is Under Attack Most professional services firms have operated in a pyramid model where the most senior owner of a P&L would have a staffing ratio of 1:3 to 1:5 and their next reports would have a staffing ratio of 1:5 to 1:10. This pyramid structure would continue until the last level. There could be as many as 8 to 10 levels in a structure that looks like this with billable rates per hour that would correspond to seniority and level of expertise.
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Microsoft Copilot Finance

News Analysis: Finance In The Age Of AI - Microsoft Copilot for Finance

The Leap Year Brings Announcement Of A New Copilot - Finance Microsoft announced the public preview of Copilot for Finance. With tools such as Copilot, the user experience begins and ends with generative AI. In conversations with Vice President of Business Applications Engineering - Charles Lamanna, Corporate Vice President of Business Applications Marketing - Emily He, Vice President of AI-led ERP Engineering - Georg Glantshnig, users can now apply geneative AI across departments such as sales, service, finance, and IT with Copilot for M365, Copilot for Sales, Copilot for Service, Copilot for Finance, and Copilot Studio.
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Trusted AI

Monday's Musings: Trust In The Age of AI

Enter AI And The Real Fourth Industrial Revolution Running out of ideas to inspire, a false fourth industrial revolution was coined by the World Economic Forum. The move to digitization and digital transformation was a necessary half-step to the move towards AI. While some will now profess that the Fifth Industrial revolution is AI, AI is more exponential than the internet or the fake fourth industrial revolution. The dawn of the fourth industrial revolution begins with AI. This Cognitive Era will be with us for decades to come.
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Congress Center Davos

Event Report: Rebuilding Trust - The 2024 Davos Agenda

The 54th annual convening at Davos brings 2700 delegates from over 130 countries to officially attend the World Economic Forum’s event. Meanwhile, an additional 5000 individuals join events around Davos in a series of programing known as UnDavos. This year’s official Davos proceedings center on four main themes:
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ARM IPO credit Nasdaq

Trends: Tech IPOs Will Come Back In 2024

Two Year IPO Drought Coming To An End In 2023, only 148 companies completed an initial public offering (IPO). This was the worst year on record and followed a 15% decline from the number of IPO's in 2022, another disappointing year. In 2023, ARM was the sole blockbuster tech IPO. After a brutal two years with a paucity of tech IPOs, the market is poised for a resurgence in 2024.
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2023 H2 CXO Business Confidence Survey

Survey: 2023 H2 CxO Business Confidence Survey

Constellation’s 2023 H2 “CxO Business Confidence Survey” assesses the confidence of C-suite executives in today’s business and technology climate as well as their financial outlook for 2023. The survey asked respondents to identify top business issues impacting their enterprises, weigh in on their state of investment in digital technologies, and confirm which service and software vendors are top of mind in the industry.
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Big Idea Return on Transformation Investments RTI

Big Idea: Return on Transformation Investments (RTI)

Many organizations have performed classical cost-benefit analyses to determine the impact of business technology projects. Although these approaches account for the quantifiable metrics, they often fail to capture key attributes such as probability of success and level of difficulty in project type.
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Sam Altman Guest Badge

News Analysis: Sam Altman's Steve Job's Moment And Satya Nadella Just Saved His Microsoft Stock Price

Sam Altman just faced his Steve Jobs moment when the OpenAI board fired him on Friday. The balance between too much governance and not enough innovation was the challenge OpenAI faced. This was a very immature board with members who had never built companies, never moved from ideology to commercialization, nor had any pragmatic board experience.
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Chief AI Officer

Research Summary: The Urgent Case For A Chief AI Officer

With artificial intelligence (AI) projects all the rage, organizations must make a strategic determination to create a new CxO role at least at a functional level if not at a title level.. This decision should not be made lightly, however. Although the chief AI officer (CAIO) role is critical to an organization’s success, the level of collaboration across business, IT, finance and operations, HR, and legal risk and compliance requires an unprecedented level of cooperation and orchestration. Boards will also want to consider AI at the same level as CyberSecurity.
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What are the actual risks of Generative AI

Monday's Musings: Will Generative AI Drive Humanity Into The Dark Ages Of Knowledge?

Big Brains In AI Discuss The Risks of Generative AI At Reinvent Futures Event On July 27th, 2023, almost 300 people gathered at Shack15 in the Ferry building in San Francisco to discuss the actual risks of Generative AI. The event hosted by Reinvent Futures with Peter Leyden and Joe Boggio brought together the biggest minds on AI for an evening of deep discussion.
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