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Monday's Musings: Exponential Efficiency In The Age Of AI At Davos
https://www.raywang.org/blog/2025-01/mondays-musings-exponential-efficiency-age-ai-davos
Monday's Musings: Exponential Efficiency In The Age Of AI At Davos <picture>
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<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Sun, 01/19/2025 - 09:34</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>AI Will Dominate The Davos Agenda, Yet Only A Privileged Few Can Pay For It</h1>
<p>While, Trump, China, and the global economy take centerstage at this year’s World Economic Forum, AI will be the main topic du jour. Senior executives and policy wonks seek to understand how AI will transform businesses, societies, and economies. The AI Age truly is the 4th Industrial Revolution, not the other stuff that was peddled as conference fodder over the past five years in Davos (see Figure 1).</p>
<p><strong>Figure 1. Welcome To The AI Era</strong></p>
<article class="media media--type-image media--view-mode-default" data-align="center"><picture><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20the%20Age%20of%20AI.webp?itok=huRaTwjl 1x" media="(min-width: 0px)" type="image/webp"></source><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20the%20Age%20of%20AI.png?itok=huRaTwjl 1x" media="(min-width: 0px)" type="image/png"></source><img src="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20the%20Age%20of%20AI.png?itok=huRaTwjl" alt="The Age of AI" typeof="foaf:Image" class="w-100 h-auto" /></picture></article><p>Unlike the Internet Age, where there was a push for massive decentralization, open systems, many players, and lower costs, the AI Age has so far become the opposite (see Figure 2).</p>
<p><strong>Figure 2. AI Age Is Opposite of Internet Age</strong></p>
<article class="media media--type-image media--view-mode-default" data-align="center"><picture><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20Age%20of%20AI%20Changes%20All%20the%20Rules.webp?itok=1X30tBT1 1x" media="(min-width: 0px)" type="image/webp"></source><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20Age%20of%20AI%20Changes%20All%20the%20Rules.png?itok=1X30tBT1 1x" media="(min-width: 0px)" type="image/png"></source><img src="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20Age%20of%20AI%20Changes%20All%20the%20Rules.png?itok=1X30tBT1" alt="Internet Age versus AI Age" typeof="foaf:Image" class="w-100 h-auto" /></picture></article><p>Today, the AI systems are highly centralized, closed, with fewer players, and much higher costs. In fact, the barriers of entry to AI will create an AI divide bigger than the current digital divide. Many countries will not be able to afford the compute power, the energy, and the human power required to effectively manage AI. And even worse, the world is abuzz about AI, yet the costs of AI continue to go up, not down. Constellation Research expects an AI divide worse than than today’s digital divide.</p>
<h1>Legacy Costs And Technical Debt Burden Most Organizations</h1>
<p>Concurrently, the legacy costs of the Internet Era and technical debt continue to pile up with hybrid cloud, legacy transactional systems, expensive and dated software, and rising maintenance costs by technology vendors trying to raise account values not commensurate with the increase in innovation. HINT: most organizations are paying too much for technology without a proper return.</p>
<p>One favorite quote from a Constellation’s Executive Network (CEN) member:</p>
<blockquote>
<p>"As a CFO, all my costs go down with volume and time, except for F!@#%G healthcare and tech (SaaS)."</p>
</blockquote>
<p>This CFO’s astute comments reflect the current malaise in the SaaS world and cost of hyperscaler compute with lift and shift. In fact, today’s cost structures are way too high and organizations will continue to struggle to cut costs from the Internet Era to pay for the AI Era. The AI era has yet to show that the investments will yield productivity gains for many. Hence the push for exponential efficiency to pay for AI and other innovations.</p>
<h1>Exponential Efficiency Explained</h1>
<p>Exponential efficiency refers to an algorithm or function whose running time grows exponentially with respect to its input size. In other words, as the input gets larger, this type of algorithm experiences rapid growth in its execution time.</p>
<blockquote>
<p class="text-align-center">The simple rule for exponential efficiency in the first order: 10 X better or 1/10th the cost.</p>
</blockquote>
<blockquote>
<p class="text-align-center">In the second order of exponential efficiency, organizations achieve: 10x better AND 1/10th the cost</p>
</blockquote>
<p>This continues as organizations achieve the holy trifecta of faster, better, AND cheaper. Yes, all three can be achieved when exponential efficiency is applied. Now, many readers may contemplate whether this is possible or not. Recently both X (formerly Twitter) and Meta (formerly Meta), found ways to cut their engineering teams with both AI and automation to achieve exponential efficiency. X reduced 2/3’s of engineering staff and others with little detriment. Meta continues to reduce 1/3 or more of its engineering teams and others with very little detriment. In fact, in back office financial operations, they may be able to get to 50% automation in the next two years.</p>
<h1>Exponential Efficiency Will Help Pay For AI</h1>
<p>More than just paying for the high cost of AI, organizations see the potential but need to fund innovation with cost savings. Today’s cost structures are no longer sustainable for the AI era. Legacy infrastructure costs must be taken down by 1/10th or improvements must be 10 times better in order to achieve exponential efficiency. In the Internet Era, telecommunications, commerce, distribution, and financial services costs were exponentially cut to make way for this new transformational technology. These innovations paved the way for 1000’s of new business models and monetization techniques leading to explosive growth and societal advancement. In almost every industry, the dawn of exponential efficiency has arrived, yet legacy players struggle to grasp the impacts. Here are five industries where exponential efficiency has arrived:</p>
<ol><li><strong>Financial services. </strong>SWIFT wires run about $25 a transaction. ACH costs about $2.50 per payment. ATM costs run about $1.000. In India, the government set up a payment system for over 1 billion people that costs next to free. Why does a Mastercard or Visa or Amex payment gateway exist? These merchant and user fees have been disrupted and smart enterprises will stop paying soon.<br />
</li>
<li><strong>Defense and military.</strong> Expensive weapons programs create million dollar missiles to be used on the battlefield. Meanwhile, $100 drones have better effectivity. This consumerization of dual use technologies will continue with robotics as future kinetic wars may not be fought with human combatants. The gorgeous drone shows on display will be AI controlled dual use for warfare.<br />
</li>
<li><strong>Enterprise software</strong>. Users locked into legacy systems pay $500 to $1000 per user per month for CRM, ERP, collaboration, office productivity, video conferencing etc. an Indian software pioneer, Zoho, offers all this for $10 per user per month. The cloud vendors who were the young Turks challenging legacy vendors are now the ones holding customers hostage and hindering innovation. The cycle has been repeated with a lot of money wasted for slow innovation and very little return to enterprises.<br />
</li>
<li><strong>Energy and utilities. </strong>The cost of electricity continues to go up, while the raw carbon used to power is lower in cost when adjusted for inflation. Why? The cost of pensions and capital expense of power plants and transmission continue to rise. Many localities pay up to $0.25/kwh for not just transmission, but generation. In less than a decade, China will be able to produce energy at close to zero with hydro, nuclear, and battery storage from solar. Nuclear costs China $.05 per kw/hour. Any country who succeeds at lowering power costs will dominate economies with lower cost manufacturing, compute, and AI.<br />
</li>
<li><strong>Public sector.</strong> The US will begin an exercise to take the bloat out of government. The Department of Government Efficiency (not an official department) will be focused on fraud, waste, abuse, and efficiency. With some of the best minds, this effort could create an efficiency in public sector that would have ripple effects throughout the economy and free up funds for more quality of life spending for society. This advantage will give the US another advantage on the world stage beyond digitization.</li>
</ol><p>Senior executives must prepare for a swath of new competitors to create exponential efficiency disruption. For example, in the consulting industry, the combination of automation and AI, a glut of young computer science graduates and the carnage of layoffs for older workers will open the opportunity for new firms built on AI to operate with 1/10th the labor. Expect the first $1 billion consulting firm to achieve a revenue per employee of $10 million - $25 million each in the next five years.</p>
<h1><strong>The Bottom Line: Put AI To Work On Exponential Efficiency</strong></h1>
<p>At the 2024 Constellation Connected Enterprise executive summit at the Ritz Carlton Half Moon Bay, exponential efficiency pioneer David Giambruno showed how he achieved $712 million in hard costs with five different industries. David used a combination of AI and automation with bare metal cloud compute to deliver a 68% reduction in IT costs in 21 months. His teams were able to rewrite legacy code and reduce overall cloud costs with this novel approach.</p>
<p>Time is of the essence. Exponential efficiency funds the AI projects which set up the foundation for organizations achieving Second Order exponential efficiency gains. PE firms looking at turnaround playbooks will start with a thesis on exponential efficiency before starting the turnaround. Investment bankers will roll out their exponential efficiency playbooks for post-merger integration models. Be warned. Any Global 2000 company missing the exponential efficiency playbook will be left behind without the resources to fund their AI investments.</p>
<h1>Your POV</h1>
<p>How will you achieve exponential efficiency? Will you aim for 10x or 1/10th?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your metaverse and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2025 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Networkf</p>
</div>
Sun, 19 Jan 2025 17:34:10 +0000
rwang0
23296 at https://www.raywang.org
@rwang0
R 'Ray' Wang
Ray Wang
Davos
World Economic Forum
WEF25
Constellation Research
Insider Associates
Exponential Efficiency
CEO
CIO
cfo
CTO
CDO
Monday's Musings
innovation
AI
Artifiical Intelligence
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News Analysis: Tesla's Delivery Numbers Drop For The First Time Ever
https://www.raywang.org/blog/2025-01/news-analysis-teslas-delivery-numbers-drop-first-time-ever
News Analysis: Tesla's Delivery Numbers Drop For The First Time Ever <picture>
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<img src="/sites/default/files/styles/wide/public/2025-01/%40rwang0%20Ray%20Wang%20%40CNBCI%20%40sam_vedas%20%40cnbc%20%40tesla%20Q4%20delivery4.png?itok=iRjs_YcW" alt="R "Ray" Wang @rwang on CNBC with Sam Vedas Tesla Q4 Delivery Miss" typeof="foaf:Image" class="w-100 h-auto" />
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<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Fri, 01/03/2025 - 05:13</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>Tesla Faces First Annual Drop In Deliveries</h1>
<p> </p>
<p><iframe allowfullscreen="" frameborder="0" height="349" mozallowfullscreen="" msallowfullscreen="" oallowfullscreen="" scrolling="no" src="https://player.cnbc.com/p/gZWlPC/cnbc_global?playertype=synd&byGuid=7000362495" webkitallowfullscreen="" width="560"></iframe>Tesla reported production and delivery numbers and missed analysts estimates of 504,770 units delivered versus 495,570 estimated for the fourth quarter of 2024. This was the first ever drop in delivery numbers reported by the EV pioneer. While 9200 may not seem like a lot, the market perception of demand based on delivery numbers led to a 7% drop in stock price for the first day of trading in 2025. </p>
<p>Model 3 and Y continue to make up the bulk of the deliveries at 95.2%. Cybertruck sales appear to be driving the overall growth of the other categories which include the slowing sales and aging line up of Model S and Model X. Meanwhile, Tesla's main competitor, BYD, gained 12.1% in battery electric vehicles but still fell short of dethroning Tesla as the top battery electric producer for 2024 at 1.76 million units vs Tesla's 1.79 million units. The competition is gaining share with GM, Ford, Rivian, Hyundai, BMW, and VW competing hard in the US. In China, Europe, and Asia, BYD is creating fierce competition with Tesla for sales.</p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">Many believe the 63% gain in 2024 for the stock was driven by narrative not fundamentals with founder Elon Musk's close relationship to President Trump creating a halo effect. </span></span></p>
<h1>The Bottom Line: The Tesla Story Has Always Been Bigger Than EV's</h1>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">While bears are happy to see less than 500k deliveries for Tesla, the numbers delivered were respectable given that overall demand for EVs are down. With subsidies going away in most countries, the return of the hybrid will be dominating most sales for quite some time. This macro pressure will require EV auto makers to drive down the cost of production and hope for better charging infrastructure investments.</span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">In this new era of Exponential Efficiency, Tesla is rapidly working towards driving unit costs down with Optimus Robots and hyper automation. In fact, the new Model Y Juniper has reportedly been set for a daily production capacity of 600 units</span></span> at a much lower cost structure. Add Robotaxis to the mix for a low cost model and new business model, Tesla is on the cusp of changing the overall economics of transportation.</p>
<p>On the energy front, the Megapacks will be key to energy security around the world. With China projected to produce energy at $0.01 per KwH in five years, the race for cheap energy in manufacturing and data centers that power AI is on. Countries around the world will have to find ways to achieve low cost energy and Tesla has a competitive approach in both battery technology and storage.</p>
<p>But the bigger point is how Tesla is a deep tech company and the work being used to create highly efficient production via Optimus Robots should not be ignored. Cars are the first use case for these Robots. In fact, these robots will play a bigger role in ensuring low cost manufacturing amidst a long term global population decline. Moreover, these robots will be important in other industries going forward including dual use technologies for the modern battlefield.</p>
<p>Few companies in the world and few founders can take humanity from concept to commercialization on critical deep tech. For those naysayers on Tesla, the valuations as a car company will never make sense. For those who believe that the future of deep tech will sit with a few players such as Tesla, these valuations still seem reasonable.</p>
<h1>Your POV</h1>
<p>Will Tesla's EV business be around in 10 years or will we be looking at Tesla as a deep tech manufacturer for AI and Automation?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your metaverse and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2025 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p>
</div>
Fri, 03 Jan 2025 13:13:23 +0000
rwang0
23292 at https://www.raywang.org
R 'Ray' Wang
Ray Wang
@rwang0
Constellation Research
Software Insider
Insider Associates
Cupertino
Tesla
Delivery Numbers
EV
ByD
RoboTaxis
MegaPacks
China
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Event Report: AWS reInvents Itself for the Age of AI
https://www.raywang.org/blog/2024-12/event-report-aws-reinvents-itself-age-ai
Event Report: AWS reInvents Itself for the Age of AI <picture>
<source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20%40AWSReinvent%20%23AWSreInvent%20%23reInvent%20%40Awscloud%20Matt%20Garman%20Thank%20you.webp?itok=PsXoXV_n 1x" media="(min-width: 0px)" type="image/webp"/>
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<img src="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20%40AWSReinvent%20%23AWSreInvent%20%23reInvent%20%40Awscloud%20Matt%20Garman%20Thank%20you.png?itok=PsXoXV_n" alt="Matt Garman AWS reInvent 2024 Thank You" typeof="foaf:Image" class="w-100 h-auto" />
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<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Sat, 12/07/2024 - 08:50</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>Matt Garman Has Positively Impacted AWS</h1>
<article class="media media--type-image media--view-mode-default" data-align="center"><picture><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20%40AWSReinvent%20%23AWSreInvent%20%23reInvent%20%40Awscloud%20Matt%20Garman%20Working%20Backwards.webp?itok=DY38u0ue 1x" media="(min-width: 0px)" type="image/webp"></source><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20%40AWSReinvent%20%23AWSreInvent%20%23reInvent%20%40Awscloud%20Matt%20Garman%20Working%20Backwards.png?itok=DY38u0ue 1x" media="(min-width: 0px)" type="image/png"></source><img src="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20%40AWSReinvent%20%23AWSreInvent%20%23reInvent%20%40Awscloud%20Matt%20Garman%20Working%20Backwards.png?itok=DY38u0ue" alt="Matt Garman Keynote 2024 AWS reInvent" typeof="foaf:Image" class="w-100 h-auto" /></picture></article><p>Amazon Web Services (AWS) hosted over 70,000 attendees at its 13th annual reInvent conference in Las Vegas, Nevada on December 2nd to 6th, 2024. Since its humble beginnings in 2012 when there were 6,000 attendees, this event has been on the must-attend list for developer and innovation focused business and technology leaders. After losing three years of momentum, AWS finally found the right replacement for Andy Jassy with Matt Garman as the new AWS CEO. This year’s announcements showcase significant product investments that will provide a stronger roadmap of how AWS will support AI startups and enterprises moving fast into AI. Overall, announcements from reInvent reflect a deep customer understanding.</p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif">Catch Constellation Research's AWS coverage:</span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-unveils-next-gen-amazon-sagemaker-bid-unify-data-analytics-ai" style="color:#467886; text-decoration:underline">AWS unveils next-gen Amazon SageMaker in bid to unify data, analytics, AI</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-aims-make-amazon-bedrock-your-agentic-ai-point-guard" style="color:#467886; text-decoration:underline">AWS aims to make Amazon Bedrock your agentic AI point guard</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/amazon-bedrock-vs-diy-approaches-benchmarked" style="color:#467886; text-decoration:underline">Amazon Bedrock vs. DIY approaches benchmarked</a> (<a href="https://www.constellationr.com/research/ai-enters-paas-phase-why-amazon-bedrock-shows-way" style="color:#467886; text-decoration:underline">full report</a>) </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-adds-capacity-sharing-training-plans-sagemaker-hyperpod-marketplace-bedrock" style="color:#467886; text-decoration:underline">AWS adds capacity sharing, training plans to SageMaker HyperPod, marketplace for Bedrock</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/amazon-q-business-gets-story-aws-reinvent-2024" style="color:#467886; text-decoration:underline">Amazon Q Business gets a story at AWS re:Invent 2024</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/pagerduty-integrates-amazon-bedrock-q-business-will-it-boost-large-enterprise" style="color:#467886; text-decoration:underline">PagerDuty integrates with Amazon Bedrock, Q Business: Will it boost large enterprise traction?</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-launches-amazon-nova-foundation-models-commoditization-play" style="color:#467886; text-decoration:underline">AWS launches Amazon Nova foundation models in commoditization play</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-aims-make-amazon-bedrock-your-agentic-ai-point-guard" style="color:#467886; text-decoration:underline">AWS aims to make Amazon Bedrock your agentic AI point guard</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-revamps-s3-databases-eye-ai-analytics-workloads" style="color:#467886; text-decoration:underline">AWS revamps S3, databases with eye on AI, analytics workloads</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-scales-trainium2-ultraserver-touts-apple-anthropic-customers" style="color:#467886; text-decoration:underline">AWS scales up Trainium2 with UltraServer, touts Apple, Anthropic as customers</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-outlines-new-data-center-server-cooling-designs-ai-workloads" style="color:#467886; text-decoration:underline">AWS outlines new data center, server, cooling designs for AI workloads</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-reinvent-2024-four-aws-customer-vignettes-merck-capital-one-sprinkr-goldman" style="color:#467886; text-decoration:underline">AWS re:Invent 2024: Four AWS customer vignettes with Merck, Capital One, Sprinkr, Goldman Sachs</a> </span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/oracle-databaseaws-hits-limited-preview" style="color:#467886; text-decoration:underline">Oracle Database@AWS hits limited preview</a></span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-ceo-garman-qa-model-choices-competition-and-ais-future" style="color:#467886; text-decoration:underline">AWS CEO Garman Q&A: Model choices, competition and AI's future</a></span></span></span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><span style="font-size:14.0pt"><span style="font-family:"Calibri",sans-serif"><a href="https://www.constellationr.com/blog-news/insights/aws-marketplace-adds-buy-aws-it-expands-reach-woos-procurement-departments" style="color:#467886; text-decoration:underline">AWS Marketplace adds 'Buy with AWS' as it expands reach, woos procurement departments</a></span></span></span></span></p>
<h1>CXO Trends Indicate Optimism On Economy And AI</h1>
<p>On the enterprise tech event circuit, AWS reInvent is one of the Big 7 must attends for quality of networking, innovation announcements, and overall show quality. The other six include Adobe Summit, Google Cloud Next, Nvidia GTC, Salesforce Dreamforce, ServiceNow Knowledge, and World Economic Forum. For this year’s reInvent, this analyst spent time speaking with over 50 C-Suite executives and identified five major technology buying trends for 2025:</p>
<ol><li><strong>Positive post-election economic outlook</strong>. Almost every executive indicated that tech budgets are up 5 to 10%. With the election over, the economic outlook is very positive and almost bullish.</li>
<li><strong>AI ushers a return of on-premises compute.</strong> Executives worry about AI in the wild. A rush to move AI to on-premises development and deployment is hot again for security and cost reasons.</li>
<li><strong>Global competency centers or captives are on the rise.</strong> The biggest wave of technology offshoring is happening right now with one new captive being built every four days.</li>
<li><strong>Exponential efficiency funds AI innovation. </strong>CXO’s prioritize projects that have a 10X return or deliver 1/10th the cost when evaluating AI projects</li>
<li><strong>AI POC’s convert at about 17%.</strong> Organizations have converted POCS to projects for use cases in code generation, procurement, and customer experience (CX)</li>
</ol><h1>The Bottom Line: Executives Mostly Have Positive Reactions To Their reInvent Experience</h1>
<p>Select quotes from the event highlight the overall sentiment of C-suite level attendees:</p>
<p>“With time and volume, most my costs go down except with healthcare and cloud. AWS costs me way too much”, CFO, Fortune 500 manufacturer</p>
<p>“AWS finally got its act together on AI now that Matt is here”, CIO, Fortune 500 Healthcare organizations.</p>
<p>“The level of meetings have been helpful for furthering our IT strategy and mission. We now know how to build out our AI roadmap”, Enterprise Architect, Fortune 500 energy company.</p>
<p>“This event allows me to meet my entire AWS ecosystem from software vendors to global system integrators. I will be back next year”, CTO, Fortune 500 media and entertainment company.</p>
<p>“We will now move our SAP instance onto AWS knowing that there is a path for AI”, CIO, Fortune 500 BFSI</p>
<p>“The future is multi-agent orchestration and we will need collaborative agents”, Chief Product Officer, SaaS startup</p>
<p>“The billion dollar cloud credit for AI startups is the smartest thing Matt’s done. This is the sequel to the playbook for startups in the cloud “, CTO Global System Integrator.</p>
<p>"It's a good thing Matt's here, Adam's lack of understanding cost AWS a lead in AI", Founder, Fast-Growing AI startup.</p>
<h1>Your POV</h1>
<p>Ready for the Age of AI? Are you in the midst of margin compression? How do you view AWS in your overall AI strategy? What are your plans for reducing OpEx to pay for innovation in 2025?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your AI and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2024 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p>
</div>
Sat, 07 Dec 2024 16:50:57 +0000
rwang0
23274 at https://www.raywang.org
@rwang0
R 'Ray' Wang
Ray Wang
Constellation Research
R Wang
Insider Associates
Software Insider
Amazon
Amazon Web Services
aws
Cloud
AI
event report
Amazon reInvent
reIncent
las vegas
cloud computing
Magnificient 7
Digital Giant
CIO
CTO
CDO
Chief AI Officer
Chief Product Officer
-
Monday's Musings: Seven Big Themes In Tech For The Next Presidency
https://www.raywang.org/blog/2024-12/mondays-musings-seven-big-themes-tech-next-presidency
Monday's Musings: Seven Big Themes In Tech For The Next Presidency <picture>
<source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20the%20Age%20of%20AI.webp?itok=huRaTwjl 1x" media="(min-width: 0px)" type="image/webp"/>
<source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20the%20Age%20of%20AI.png?itok=huRaTwjl 1x" media="(min-width: 0px)" type="image/png"/>
<img src="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20the%20Age%20of%20AI.png?itok=huRaTwjl" alt="The Age of AI" typeof="foaf:Image" class="w-100 h-auto" />
</picture>
<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Mon, 12/02/2024 - 04:24</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>Expect Regulations For National Security, But Overall Lighter Regulatory Framework</h1>
<p>For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries. Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate. </p>
<p>We’ve seen renewed optimism in three areas since Donald J. Trump's election victory:</p>
<ol><li><strong>Cryptocurrencies</strong>. Bitcoin – probably will blow past 100k.</li>
<li><strong>Big Tech</strong>. stocks are back for tech as M&A activity heats up. </li>
<li><strong>BFSI</strong> <strong>(Banking, Financial Services, and Insurance)</strong>. Banks are gearing up for IPOs, M&A, and deals.</li>
</ol><p>In the Biden administration the primary lever was an over zealous anti-trust regime intent on idealogically taming tech giants from becoming monopolies. This over reach of anti-trust doctrine which rested on ensuring the customer was not harmed resulted in more harm to the consumer and markets. Why? Innovative startups had no M&A opportunities, IPO market cratered, and consumers lost out on new innovations. In new markets such as cryptocurrencies, the lack of clear regulation led to an outflow of capital, talent, and innovation to the Middle East which quickly established clear ground rules and light regulation. </p>
<ol></ol><h1>2025 Tech Macro Themes Fall Into Seven Camps</h1>
<p>When forecasting, Constellation's base case is 3% inflation and 4% growth The stretch case is 4% inflation but 6-7% growth. These assumptions are a far cry from 8% inflation with 2% growth under Biden. Meanwhile, IPOs and M&A activity are gearing up. The bankers are telling us they are starting to ramp up the M&A teams they let go over the past four years. The good news - IPO’s are waiting for unicorns like Stripe, Databricks, OpenAI, SpaceX, Anduril, ByteDance, and CoreWeave are on the list.</p>
<p>Constellation Research expects the following seven macro themes for 2025:</p>
<ol><li><strong>Exponential Efficiency. </strong>Tech buyers face massive budget constraints as AI investments increase and margin compression continues. Almost every tech buyer interviewed by Constellation Research seeks cost savings to fund innovation. Today's OpEx heavy budgets leave little room for innovation. Consequently, if a technology vendor's offerings are not 10x better or 1/10th the cost, buyers are ignoring those technology vendors. Expect the continued massive growth of Global Competency Centers where tech talent shifts outside of the US to lower cost delivery owned by enterprises seeking labor and AI arbitrage.</li>
<li><strong>M&A's Return. </strong>The regulatory overreach by Anti Trust and DOJ will be pushed back. Startups will have pipeline to exits for innovation. M&As will face easier hurdles for approvals, except national security concerns.</li>
<li><strong>Epic Battle of US vs China. </strong>The recent high-memory chip band is a continuation of other national security related actions. Expect an equally or more hawkish stance by the new administration.</li>
<li><strong>AI Moves Up The Stack. </strong>The first wave of AI growth came from Chips,. Clear winners include Nvidia, TSMC, SuperMIcro, ASML, and maybe AMD. The second wave comes from the HyperScalers. The next 24 months will come from software vendors who deliver real AI improvements. Currently, the market has seen meager offerings of lame Co-Pilots and weak agents that any university student could build in 30 days or less. When these enterprise vendors finally deliver real AI, there will be a boom. The fourth wave will come from enterprises who apply AI such as Walmart and Uber who have used this for dynamic pricing, optimization of operations, and improved consumer personalization. Consequently, expect a market rotation out of chips and a move to other waves. </li>
<li><strong>Crypto Is Back.</strong> With the crypto and tech bros whispering in POTUS' ear, expect clearer guidelines. Should the Crypto Act pass, expect capital, talent, and innovation to shift out of Middle East back to US</li>
<li><strong>Security. Security. Security. </strong> From cyber security, to deep technologies, to critical infrastructure, security is also paramount to the administration. This administration is expected to root out any espionage and take a harsher stance on cyber criminals.</li>
<li><strong>Smarter Tech Policy. </strong>Since President Obama, the link between Silicon Valley and DC has improved. Unfortunately, the past 8 years has seen a politicization of the tech industry. Expect a swing back to the middle as the Trump team balances out business interests with societal priorities. Constellation expects a deeper discussion on Section 230, Online Safety Act for Kids, overall privacy rights, and TikTok.</li>
</ol><p><strong>Figure 1</strong>. Seven Macro Themes for 2025</p>
<article class="media media--type-image media--view-mode-default" data-align="center"><picture><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%202025%20Tech%20Themes%20Post%20Trump.webp?itok=4JBg-td- 1x" media="(min-width: 0px)" type="image/webp"></source><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%202025%20Tech%20Themes%20Post%20Trump.png?itok=4JBg-td- 1x" media="(min-width: 0px)" type="image/png"></source><img src="/sites/default/files/styles/wide/public/2024-12/%40rwang0%202025%20Tech%20Themes%20Post%20Trump.png?itok=4JBg-td-" alt="2025 Tech Themes Post Trump" typeof="foaf:Image" class="w-100 h-auto" /></picture></article><p><strong>Source</strong>: Constellation Research ,Inc.</p>
<h1>The Bottom Line: The Age Of AI Changes All The Rules</h1>
<p>The clear demarcation between the Internet Age and the Age of AI provides technology buyers with an understanding of the digital impact across these ages. Keep in mind there was no Fourth Industrial revolution. Those technologies in that fourth industrial revolution were third order derivatives of the internet age (see Figure 2)</p>
<p><strong>Figure 2. The Age of AI Is Here.</strong><span style="display: none;"> </span></p>
<article class="media media--type-image media--view-mode-default" data-align="center"><picture><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20the%20Age%20of%20AI.webp?itok=huRaTwjl 1x" media="(min-width: 0px)" type="image/webp"></source><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20the%20Age%20of%20AI.png?itok=huRaTwjl 1x" media="(min-width: 0px)" type="image/png"></source><img src="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20the%20Age%20of%20AI.png?itok=huRaTwjl" alt="The Age of AI" typeof="foaf:Image" class="w-100 h-auto" /></picture></article><p><strong>Source</strong>: Constellation Research ,Inc.</p>
<p>We have seen a sharp contrast with the Internet Age for AI Age and technology buyers have not seen the returns yet. AI has been more closed more centralized, with few winners, and more expensive costs. Technology vendors can not continue to hold their buyers hostage to preserve stock price without delivering on exponential efficiency. For example, India's peer to peer payments system operates at fractions of pennies per transaction versus today's SWIFT regime at $25 for a wire and $1.50 for an ACH transaction. Companies can acquire Zoho at 1/10th the cost of buying Microsoft, Google, Salesforce, Zoom, etc. The conditions are ripe for disruptive startups that will challenge these once innovative vendors who are now holding back progress.</p>
<p> </p>
<p><strong>Figure 3. Internet Age Vs AI Age (So Far)</strong></p>
<article class="media media--type-image media--view-mode-default" data-align="center"><picture><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20Age%20of%20AI%20Changes%20All%20the%20Rules.webp?itok=1X30tBT1 1x" media="(min-width: 0px)" type="image/webp"></source><source srcset="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20Age%20of%20AI%20Changes%20All%20the%20Rules.png?itok=1X30tBT1 1x" media="(min-width: 0px)" type="image/png"></source><img src="/sites/default/files/styles/wide/public/2024-12/%40rwang0%20Ray%20Wang%20Cupertino%20Age%20of%20AI%20Changes%20All%20the%20Rules.png?itok=1X30tBT1" alt="Internet Age versus AI Age" typeof="foaf:Image" class="w-100 h-auto" /></picture></article><p><strong>Source</strong>: Constellation Research ,Inc.</p>
<h1>Your POV</h1>
<p>Ready for the Age of AI? Are you in the midst of margin compression? What are your plans for reducing OpEx to pay for innovation in 2025?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your AI and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2024 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p>
</div>
Mon, 02 Dec 2024 12:24:12 +0000
rwang0
23269 at https://www.raywang.org
@rwang0
R 'Ray' Wang
Ray Wang
Constellation Research
Insider Associates
R Wang
Donald J Trump
POTUS
Trump Presidency
Tech Sector
Tech Stocks
Apple
nVidia
Meta
Alphabet
Google
Tesla
Facebook
Microsoft
Stripe
Databricks
OpenAI
SpaceX
Anduril
ByteDance
CoreWeave
IPO
-
Event Report: Capgemini Business to Planet Connect at Climate Week New York
https://www.raywang.org/blog/2024-09/event-report-capgemini-business-planet-connect-climate-week-new-york
Event Report: Capgemini Business to Planet Connect at Climate Week New York <picture>
<source srcset="/sites/default/files/styles/wide/public/2024-10/%40rwang0%20Ray%20Wang%20Cupertino%20%40capgemini%20%23climateweek%201.webp?itok=Mo09YTT8 1x" media="(min-width: 0px)" type="image/webp"/>
<source srcset="/sites/default/files/styles/wide/public/2024-10/%40rwang0%20Ray%20Wang%20Cupertino%20%40capgemini%20%23climateweek%201.png?itok=Mo09YTT8 1x" media="(min-width: 0px)" type="image/png"/>
<img src="/sites/default/files/styles/wide/public/2024-10/%40rwang0%20Ray%20Wang%20Cupertino%20%40capgemini%20%23climateweek%201.png?itok=Mo09YTT8" alt="Capgemini Climate Week Glasshouse 2024" typeof="foaf:Image" class="w-100 h-auto" />
</picture>
<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Fri, 09/27/2024 - 14:40</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>Five Trends From Capgemini's Business To Planet Event</h1>
<p>On September 25th, 2024, Capgemini hosted delegates as part of Climate Week 2024 in New York. Attendees learned how organizations and their leaders have transformed operations, built sustainable supply chains, and applied AI to improve their green strategies.</p>
<ol><li><strong><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">Sustainability by design addresses root causes. </span></span></strong><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">Attendees and speakers reiterated how important product and service design plays a role in enabling sustainability. From low carbon package design to efficient energy consumption, many organizations have achieved quantifiable achievements.</span></span><br />
</li>
<li><strong><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">Circular economy business models show promise. </span></span></strong><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">In many sessions, concrete examples include product use extension, resource recovery, sharing platforms, resource efficient production, and recycling of waste to material. These circular business models consider circular inputs, value chains, </span></span>and market places.<br />
</li>
<li><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><strong>Pragmatic decarbonization lower costs.</strong> Investment has increased in increasing energy efficiency, developing lower carbon products, electrifying processes, replacing thermally-driven prices, and collaborating around the supply chains. Users see a benefit with a comprehensive approach in reducing carbon emissions with consderation of cost, timing, impact, and feasibility.</span></span><br />
</li>
<li><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif"><strong>Data-driven AI supercharges sustainability. </strong>Today's projects often involve a heavy digital and data component in not only quantifying inputs, but also reducing outputs. The heavy use of sensors and computing at the edge enables both digital and AI capabilities. Consequently, this has led to a rise in new startups putting this data to good use in operational efficiency, regulatory compliance, and revenue growth.<br />
.</span></span></li>
<li><strong><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">Advances in climate tech create new opportunities to democratize action. </span></span></strong>New climate tech startups focus on bringing hard earned advances to the masses. Some examples include:</li>
</ol><ul><li>Altana - helping companies see intelligent maps of the global supply chain</li>
<li>BeZero - carbon credit rating systems</li>
<li>BioPlaster Research - seaweed based biodgradable packaging</li>
<li>Form Energy - long duration energy storage</li>
<li>Harvest Thermal - home heagina nd colling</li>
<li>InFarm - urban and vertical farming</li>
<li>OCN.Ai - <span>a movement towards a healthier, more resilient ocean,</span></li>
<li>ZeroAvia - hydrogen fueled aviation<br />
</li>
</ul><article class="media media--type-image media--view-mode-default" data-align="center"><picture><source srcset="/sites/default/files/styles/wide/public/2024-10/%40rwang0%20Ray%20Wang%20Cupertino%20%40capgemini%20%23climateweek%202.webp?itok=MMdwr82g 1x" media="(min-width: 0px)" type="image/webp"></source><source srcset="/sites/default/files/styles/wide/public/2024-10/%40rwang0%20Ray%20Wang%20Cupertino%20%40capgemini%20%23climateweek%202.png?itok=MMdwr82g 1x" media="(min-width: 0px)" type="image/png"></source><img src="/sites/default/files/styles/wide/public/2024-10/%40rwang0%20Ray%20Wang%20Cupertino%20%40capgemini%20%23climateweek%202.png?itok=MMdwr82g" alt="Cyril Garcia Capgemini Climate Week 2024 Ray Wang" typeof="foaf:Image" class="w-100 h-auto" /></picture></article><h1>The Bottom Line: The Pendulum for Climate Solutions Has Shifted</h1>
<p>Most attendees at Climate Week and at the Capgemini event shared similar insights on the climate for sustainability policies. In the US, boards have pushed back on DEI and ESG. The combination of a public wary of greenwashing and a tighter economic environment has led to the deprioritization of green policies. Policies that show a green bottom line such as circular economy, waste reduction, and compliance have had the most success.</p>
<h1>Your POV</h1>
<p>How far along are you with your sustainabilty projects? Are you ready to put these into full production? What risks have you overcome?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your metaverse and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2024 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p>
</div>
Fri, 27 Sep 2024 21:40:46 +0000
rwang0
23189 at https://www.raywang.org
@rwang0
Ray Wang
R 'Ray' Wang
Cupertino
Software Insider
Insider Associates
Climate Week
Capgemini
New York
Cyril Garcia
Circular economy
Data-driven AI
climate tech
sustainability by design
Altana
BeZero
BioPlaster Research Form Energy
Harvest Thermal
InFarm
OCN.AI
ZeroAvia
-
News Analysis: Capgemini Research Institute's Latest Sustainability Report Shows Prioritization For Regulatory Compliance and Operational Efficiency
https://www.raywang.org/blog/2024-09/news-analysis-capgemini-research-institutes-latest-sustainability-report-shows
News Analysis: Capgemini Research Institute's Latest Sustainability Report Shows Prioritization For Regulatory Compliance and Operational Efficiency <picture>
<source srcset="/sites/default/files/styles/wide/public/2024-09/%40rwang0%20Ray%20Wang%20Cupertino%20%40capgemini%20%23climatewekk%20A%20world%20in%20Balance.webp?itok=nEzQ4M1w 1x" media="(min-width: 0px)" type="image/webp"/>
<source srcset="/sites/default/files/styles/wide/public/2024-09/%40rwang0%20Ray%20Wang%20Cupertino%20%40capgemini%20%23climatewekk%20A%20world%20in%20Balance.png?itok=nEzQ4M1w 1x" media="(min-width: 0px)" type="image/png"/>
<img src="/sites/default/files/styles/wide/public/2024-09/%40rwang0%20Ray%20Wang%20Cupertino%20%40capgemini%20%23climatewekk%20A%20world%20in%20Balance.png?itok=nEzQ4M1w" alt="A World In Balance Capgemini" typeof="foaf:Image" class="w-100 h-auto" />
</picture>
<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Mon, 09/23/2024 - 00:02</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>Broad Reaching Survey Shows Insight Into Both Progress and Trends In Sustainability</h1>
<p style="font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);"><span style="font-size: 12pt;"><span style="font-family: "Times New Roman", serif;"><span style="font-family: Calibri, sans-serif;">In the third annual <a href="https://www.capgemini.com/wp-content/uploads/2024/05/Final-Web-Version-Report-Sustainability-Trends-2024.pdf">“<i>A World In Balance 2024</i>” report by Capgemini Research Institute</a>, 6500 consumers over the age of 18 and 2152 executives employed at 727 organizations with more than $1 billion in annual revenue were surveyed on their views, investments, and progress in sustainability. Overall findings show how organizations have prioritized investments with tangible return on investment (ROI), improved sustainable design, and doubled down on measurement. Key regulations such as the European Union’s corporate sustainability reporting directive (CSRD) will drive continued investments to address regulatory compliance.</span></span></span></p>
<p style="font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);"><span style="font-size: 12pt;"><span style="font-family: "Times New Roman", serif;"><span style="font-family: Calibri, sans-serif;">The report provides Chief Sustainability Officers (CSOs) with recommendations on how to accelerate their sustainability initiatives. Moreover, the insights in the report lay out a case for business leaders in strategy, marketing finance, human resources, procurement, manufacturing, and sales to make investments in a sustainable approach. </span></span></span></p>
<h1>Progress On Sustainability Remains Steady And Impactful</h1>
<p style="font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);"><span style="font-size: 12pt;"><span style="font-family: "Times New Roman", serif;"><span style="font-family: Calibri, sans-serif;">Capgemini Research Institute developed a 93 question sustainability index. Some highlights of the report include how countries such as Australia have shown the most consistent progress year over year while the Netherlands have maintained relatively consistent progress in the index. From an industry view, consumer products manufacturing has made the most consistent progress year over year with financial services improving the most in 2024 versus 2023.</span></span></span></p>
<p style="font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);"><span style="font-size: 12pt;"><span style="font-family: "Times New Roman", serif;"><span style="font-family: Calibri, sans-serif;">Organizations have prioritized circularity projects to achieve operational efficiency and cost savings. The survey showed that 72% of all organizations see recycling products as a key aspect of their programs. Sustainable design creates cost savings in both the supply chain and the recovery process with 67% of executives redesigning products to have lower impact on forests. Furthermore, the push for better measurement has led to improved methods to measure industrial process energy.</span></span></span></p>
<p style="font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);"><span style="font-size: 12pt;"><span style="font-family: "Times New Roman", serif;"><span style="font-family: Calibri, sans-serif;">Stewardship of water resources have also yielded cost savings. Over 75% of organizations have implemented a water stewardship program, up from 55% in 2022. On the biodiversity front, 66% of executives surveyed from the report agree their organizations invest in conserving natural habitats. On the topic of regulations, regulations have played a key role in driving reporting and compliance, though only 38% of organizations are ready to report Scope 3 emissions.</span></span></span></p>
<h1>The Bottom Line: Enter The Age Of Pragmatic Sustainability</h1>
<p style="font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);"><span style="font-size: 12pt;"><span style="font-family: Aptos, sans-serif;">Capgemini Research Institute’s latest report provides a clear progress report on the past three years. External forces such as geopolitics, regulation, and pace of innovation have played a key role in shaping sentiment and investment. With growing geo-political risk, organizations may be tempted to de-prioritize sustainability investments.</span></span></p>
<p style="font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);"><span style="font-size: 12pt;"><span style="font-family: Aptos, sans-serif;">However, the opportunities to apply exponential technologies to help with sustainability bring hope that stakeholder and shareholder interests can be balanced while achieving both required and self-imposed goals to deliver more with less. Advancements in analytics, automation, and AI play a key role, however, it is the human touch required to lead organizations through this transition that brings the research finding to the forefront of pragmatic approaches that have massive improvements for society.</span></span></p>
<h1>Your POV</h1>
<p>How far along are you with your sustainabilty projects? Are you ready to put these into full production? What risks have you overcome?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your metaverse and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2024 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p>
</div>
Mon, 23 Sep 2024 07:02:11 +0000
rwang0
23178 at https://www.raywang.org
@rwang0
Ray Wang
Cupertino
Sustainability
News Analysis
Capgemini
Capgemini Research Institute
Constellation Research
Insider Associates
Digital giants
-
Monday's Musings: How To Deliver On Both Performance And Diversity Amidst The DEI Backlash
https://www.raywang.org/blog/2024-07/mondays-musings-how-deliver-both-performance-and-diversity-amidst-dei-backlash
Monday's Musings: How To Deliver On Both Performance And Diversity Amidst The DEI Backlash <picture>
<source srcset="/sites/default/files/styles/wide/public/2024-07/%40rwang0%20five%20levels%20of%20performant%20diversity_1.webp?itok=S9-pcuh2 1x" media="(min-width: 0px)" type="image/webp"/>
<source srcset="/sites/default/files/styles/wide/public/2024-07/%40rwang0%20five%20levels%20of%20performant%20diversity_1.png?itok=S9-pcuh2 1x" media="(min-width: 0px)" type="image/png"/>
<img src="/sites/default/files/styles/wide/public/2024-07/%40rwang0%20five%20levels%20of%20performant%20diversity_1.png?itok=S9-pcuh2" alt="The Five Levels Of Performant Diversity" typeof="foaf:Image" class="w-100 h-auto" />
</picture>
<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Sun, 07/07/2024 - 10:20</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>The Backlash On DEI Is Based On Lack Of Performance</h1>
<p>The recent backlash on diversity, equity, and inclusion (DEI) programs stems from both the lack of quantitative data showing how diverse teams improve performance and the discriminatory nature in how these teams were constructed. In 2015, a "seminal" <a href="http://www.mckinsey.com/~/media/McKinsey%20Offices/United%20Kingdom/PDFs/Diversity_matters_2014.ashx">McKinsey study</a> lauded the dividends to be gained from diversity. The well meaning Davos set used this study to launch a movement for diversity, resulting in hundreds of billions spent on diversity programs across businesses, the public sector, and non-profits over the past decade.</p>
<p>Why? In that 2015 study, McKinsey's researchers focused on superficial diversity metrics of gender, ethnic, and racial makeup of top management teams and boards across a number of industries in 2014. They then took an analysis of EBITDA between 2010 and 2013 and came to the conclusion that businesses with more gender diverse leadership were 15% more likely to report financial returns above their national industry median. Teams with more ethnic diversity were 35% more likely to have financial return that outpaced their industry.</p>
<p>Unfortunately, the amount of investment and efforts have not financially paid off and since 2020, companies have cut back on investment into diversity programs. Furthermore, the landmark McKinsey study has never been replicated and the results are now in question. The backlash has been well documented in a series of media reports:</p>
<ul><li><a href="https://www.wsj.com/business/c-suite/chief-diversity-officer-cdo-business-corporations-e110a82f">July 21, 2023 - The Wall Street Journal - The Rise And Fall Of The Chief Diversity Officer</a></li>
<li><a href="https://www.nytimes.com/2024/01/14/opinion/dei-diversity-unconstitutional.html">January 14, 2024 - The New York Times - This Is The Actual Danger Posed By DEI</a></li>
<li><a href="https://www.nytimes.com/2023/01/17/opinion/dei-trainings-effective.html">January 17, 2024 - The New York Times - What If Diversity Training Is Doing More Harm Than Good?</a></li>
<li><a href="https://www.nytimes.com/interactive/2024/01/20/us/dei-woke-claremont-institute.html">January 20, 2024 - The New York Times - America Is Under Attack - Inside The 'Anti DEI' Crusade</a></li>
<li><a href="https://www.nytimes.com/2024/01/22/business/diversity-backlash-fortune-500-companies.html">January 22, 2024 - The New York Times - Facing Backlash, Some Corporate Leaders Go 'Under The Radar' With Diversity Initiatives</a></li>
<li><a href="https://www.nytimes.com/2024/04/12/us/diversity-ban-dei-college.html">April 12, 2024 - The New York Times - With State Bans On DEI, Some Universities Are Finding A Work Around: Rebranding</a></li>
<li><a href="https://www.wsj.com/business/diversity-goals-are-disappearing-from-companies-annual-reports-459d1ef3">April 21, 2024 - The Wall Street Journal - Diversity Goals Are Disappearing From Companies Annual Reports</a></li>
<li><a href="https://www.usatoday.com/story/news/nation/2024/05/13/university-of-north-carolina-to-dump-divisive-dei-spend-on-safety/73677765007/">May 13, 2024 - USA Today - University of North Carolina To Dump 'Divisive DEI', Spend Money On Public Safety</a></li>
<li><a href="https://www.wsj.com/business/dei-programs-slowing-pwc-mckinsey-kirkland-ellis-d48e6234?mod=Searchresults_pos10&page=1">June 24, 2024 - The Wall Street Journal - Banks, Law, and Consulting Firms Are Watering Down Their Diversity Recruiting Programs</a></li>
<li><a href="https://www.wsj.com/finance/investing/diversity-was-supposed-to-make-us-rich-not-so-much-39da6a23?mod=Searchresults_pos1&page=1">June 28, 2024 - The Wall Street Journal - Diversity Was Supposed To Make Us Rich, Not So Much</a></li>
<li><a href="https://www.wsj.com/business/retail/how-tractor-supply-decided-to-end-dei-and-fast-16b45803">June 30, 2024 - The Wall Street Journal - How Tractor Supply Decided To End DEI and Fast</a></li>
<li><a href="https://www.wsj.com/articles/how-dei-becomes-discrimination-academia-higher-education-research-race-1e411be4?mod=Searchresults_pos4&page=1">July 5, 2024 - The Wall Street Journal - How DEI Became Discrimination</a></li>
</ul><h1>What You Measure Matters In High Performing Diverse Teams</h1>
<p>The push back on diversity goals and reduction in investments is a reflection on the lack of promised gains. However, the failure of these programs is based on a fundamental flaw - how diversity was defined and how identity politics failed to address performance from diversity. In fact, diversity was often defined by external factors of gender, ethnic, and racial make up. These attributes of diversity are often out of the control of the individual. One does not choose their gender nor race nor ethnicity. In fact most employees recognized this flaw that addressing diversity based on external factors did not achieve the spirit of diversity</p>
<p>For example, if the goal is to provide more opportunities for disadvantaged youth to attend elite colleges, preferences by race should not be the factor. Why? A very wealthy fourth generation, well connected, and educated child in one racial classification would benefit at the expense of the intent of the policy. Using first time college families would be a better approach to achieving the spirit of providing more opportunities for first time higher education families without using race and achieving diversity. </p>
<p>In the corporate world, diversity of thought provides a key role in accelerating performance. For instance, successful innovation teams with a majority of STEM folks (e.g. engineers, scientists, and mathematicians) know that they need a balance of humanities experts (e.g. ethnographers, sociologists, philosophers, and historians). This balance of perspectives and level of diversity is critical especially with the rise of artificial intelligence and the need to ensure a holistic point of view to address unintended consequences and biases. However, there is an assumption that these members of diverse teams have achieved a level of competency and mastery in their profession, unlike many of the external and superficial definitions of diversity in corporate DEI programs.</p>
<h1>Apply The Five Levels Of Diversity When Hiring For Performance</h1>
<p>In over 100 conversations with CXO's in the Constellation Executive Network over the past 12 months, a realization that broader measures of diversity can address the performance gap in Level 1 diversity program design. Success will require a flip in the prioritization of diversity from Level 1 external/superficial factors to Level 5 prioritization (see Figure 1)</p>
<p><strong>SUPERFICIAL EXTERNAL FACTORS APPROACH</strong></p>
<p>In many DEI programs today, leaders start with Level 1 as the key filter. This has led to the lack of performance and backlash.</p>
<ul><li><strong>Level 1 External/Superficial Factors</strong>: attributes out of one's control such as race gender, and ethnicity.</li>
<li><strong>Level 2 Competencies</strong>: attributes earned such as hard skills, educational background, and training</li>
<li><strong>Level 3 Experiences</strong>: attributes based on years of experience such as duration in a role, advancement in a profession</li>
<li><strong>Level 4 Performance</strong>: attributes based on success in past roles</li>
<li><strong>Level 5 Values:</strong> attributes based on core principles, values, and beliefs</li>
</ul><p><strong>FLIP THE PYRAMID APPROACH</strong></p>
<p>By flipping the pyramid and starting with Level 5, organizations will improve both diversity and performance:</p>
<ul><li><strong>Level 5 Values</strong>: attributes based on core principles, values, and beliefs</li>
<li><strong>Level 4 Performance</strong>: attributes based on success in past roles</li>
<li><strong>Level 3 Experiences: </strong>attributes based on years of experience such as duration in a role, advancement in a profession</li>
<li><strong>Level 2 Competencies</strong>: attributes earned such as hard skills, educational background, and training</li>
<li><strong>Level 1 External/Superficial Factors</strong>: attributes out of one's control such as race gender, and ethnicity.</li>
</ul><p><strong>Figure 1. The Five Levels Of Performant Diversity</strong></p>
<article class="media media--type-image media--view-mode-default" data-align="center"><picture><source srcset="/sites/default/files/styles/wide/public/2024-07/%40rwang0%20flip%20the%20pyramdi%20-%20five%20levels%20of%20performant%20diversity.webp?itok=AEWNykRk 1x" media="(min-width: 0px)" type="image/webp"></source><source srcset="/sites/default/files/styles/wide/public/2024-07/%40rwang0%20flip%20the%20pyramdi%20-%20five%20levels%20of%20performant%20diversity.png?itok=AEWNykRk 1x" media="(min-width: 0px)" type="image/png"></source><img src="/sites/default/files/styles/wide/public/2024-07/%40rwang0%20flip%20the%20pyramdi%20-%20five%20levels%20of%20performant%20diversity.png?itok=AEWNykRk" alt="Flip The Pyramid On The Five Levels Of Performant Diversity" typeof="foaf:Image" class="w-100 h-auto" /></picture></article><h1>The Bottom Line: Apply A More Comprehensive Approach For Performant Diversity</h1>
<p>Achieve performant diversity by starting with Level 5 Values and working through each level in hiring decisions and performance evaluations. Move from Level 5 to Level 1 as one measures diversity among all five attributes. Track patterns of performance and deficiency to understand how to align diversity with financial objectives, innovation goals, and regulatory requirements</p>
<h1>Your POV</h1>
<p>How are you achieving high performance teams with diversity? What are you doing to improve opportunities?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your metaverse and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2024 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p>
</div>
Sun, 07 Jul 2024 17:20:48 +0000
rwang0
23102 at https://www.raywang.org
Cupertino
Ray Wang
Ray
R Wang
@rwang0
R 'Ray' Wang
Software Insider
Insider Associates
Everybody Wants To Rule The World
decision velocity
Digital giants
data to decisions. Monday's Musings
Constellation Research
Disney
Q1 Earnings
2022
streaming
amazon prime
Apple
Netflix
HBO Max
Paramount
Hulu
Discovery
earnings
Davos
World Economic Forum
WEF22
@wef
@davos
Five I's
Inflation
Interest Rates
Inventory
Invastion
Infection
Klaus Schwab
CEO
Boardroom
Worldwide Developer Conference
WWDC
WWDC22
mac
iOS
m2
mac air
Watch OS
iOs16
Wall papers
messages
LIve Text
Shareplay
Maps
Family Sharing
iCloud
HomeKit
Watch OS9
health app
Stage Manager
Search
Safari
Gaming
Metal 3
Facetime with iPHone
rapid security response
XCode Cloud
Apple Park
Monday's Musings
Great Refactoring
Economy
PESTEL
Nviida
Siemens
Metaverse
Industrial
Roland Busch
Jensen Huang
Merck Group
GT Rail UK
BMW
AT&T
Physics-Based Digital Twins
Digital Twins
Photo Realistic Digital Twins
Omniverse
Metaverse Economy
Constelaltion Research
Microsoft
Tesla
nVidia
Alphabet
Google
Amazon
Facebook
Snap
Meta
Instagram
Twitter
TikTok
Rule The World
big tech
Stocks
market
Fox Business
@foxbusiness
Varney and Co
Stuart Varney
Keith Fitzgerald
Oracle
Adobe
SalesForce.com
IBM
servicenow
Snowflake
Atlassian
Crowdstrike
Fortinet
Palo Alto Networks
R ' Ray' Wang
Zuora
Zephr
digital monetizations
paywall
subscriptions
Identity management
dynamic paywalls
entitlement management
mergers
acquisitions
payments
Commerce
digital transformation
Chief Digital Officer
Figma
Disintermediate
mergers and acquisitions
collaboration
design
digital whiteboard
figjam
figma
design process
future of work
Adobe XD
design experience
$ADBE
News Analysis
New Analysis
MATANA
Q2 2022
NASDAQ
R
@constellationr
Insider Associates LLC
intel
FAANG
Activision
Lina Khan
$69 B
call of duty
overwatch
candy crush
mergers and acquistion
acquisition
anti-trust
FTC
Amaxon
aws
Amazon Web Services
Cloud
public cloud
IBM Security
Roger Premo
Kate Wooley
las vegas
reInvent
#reInvent
CIO
CDO
CTO
CMO< CEO
rat wang
WEF
Davos 2023
Sustainability
DEI
globalization
great reset
fragmentation
Constellation Research Inc.
event report
Honyewell
Upland
Unstoppable Domoains
Wipro
Mobeus
WEF23
Davos Agenda
SAP
Data Driven Digital Networks
Market Reset
DisrupTV
Tech Layoffs
Silicon Valley
Tech Hubs
Opportunity Zones
Flight from California
ChatGTP
large language models
LLM
Google Bard
Bard AI
Bing
Open AI
AI
artificial intelligence
Stabile Diffusion
mid journey
DALL-E2
Softwrae Insider
Silicon Valley Bank
unrealized losses on available-for-sale and held-to-maturity securities.
IPO Market
Bank Crisis
The Federal Reserve
Adobe Firefly
Adobe Summit
Generative AI
Stable Diffusion
Chat GPT
Creativity
Adobe Sensei
diffusion models
customer experience
content creation
content velocity
content supply chain
ChatGPT
CX
Insider's Associate
marketing
sales
service
Advertising
Next Generation Customer Experience
StabilityAI
synthetic data
GPT
DALL-E
OpenAI
Dreambooth by Google
Imagen
Lensa
Midjourney
analytics
digital ads
social networks
digital business models
digital monetization models
Cognizant
HCLTech
Infosys
TCS
Tata Consulting Services
Tech Mahindra
Ravi Kumar S
Thierry Delaporte
Salil Parekh
K Krithivasan
C Vijayakumar
CVK
Vijay
Mohit Joshi
IT Services
Global Indian Firms
services
Q4 Earnings
Global Slow Down
operational efficiency
regulatory compliance
automation
Cyber security
Contract Negotiations
vendor consolidation
Hexagon AB
digital reality solutions
Caesar's Forum
customer conference
mines
farms
industrial and facilities
defense
cities and nations
buildings
infrastructure
manufacturing
autonomous mobility
AI Generative AI
Sundar Pichai
Tim Cook
Satya Nadella
Mark Zuckerberg
#AI
Risks
Reinvent Futures
@reinventnet
Peter Leyden
@peteleyden
Joe Boggio
@boggiojoe
Jerry Kaplan
@jerry_kaplan
Eli Chen
@elichen
Eric Shaotran
@eshaotran
Fiona Ma
@fionama
De Kai
@dekai123
Daniel Erasmus
@danielerasmus
Gary A Bolles
@gbolles
Dazza Greenwood
@dazzageenwod
Brian Behlendorf
@brianbehlendorf
CC Gong
@ccgong
White and Case
@whitecase
Earl Comstock
Shack15
Cerebal Valley
Revenue Operations
Revops
Revenue Intelligence
Sales Enagement
SFA
salesforce automation
Legacy CRM
Next Generation CX
Sales and Marketing
Chief Revenue Officers
Trends
Canopy
Chorus
Gong
Introhive
PeopleAI
ZoomInfo
Aviso
Boostup
Clari
Fullcast.io
InsightSquared
Kluster
MoData
OpenPrise
Groove
Marketo
outreach
RevenueGrid
Salesloft
HubSpot
Microsoft Dynamics
salesforce
Chief AI Officer
CAIO
New CSuite
Artificial Intellgience
ML
Andy Thurai
Research Summary
Sam Altman
@sama
Greg Brockman
Coup
Tech Wars
Stock Valuation
Emmett Shear
Mira Murati
Ilya Sutskever
effective altruism
Tech
IPO
The Boring Company
Elon Musk
NeuraLink
Starlink
SpaceX
ScaleAI
Reddit
Canva
Discord
Stripe
Shein
Databricks
ARM
Startups
big idea
Return on Transformation Investment
RTI
Survey
CXO Confidence
WEF24
2024
trust
Rebuilding Trust
artifical intelligence
hypocrisy
elites
populists
Trusted
Trusted AI
data mastery
post-AI
FOMO POC
Budgeted AI
Data Scarcity
Data Collective
Dark Ages
Cognitive Era
Copilot
finance
ERP
Launch
Public Preview
Charles Lamanna
Emily He
Georg Glantschnig
Age of AI
pyramid
diamond
Staffing
@rwang
Culture of Scarcity
Culture of Abundance
Decentralized
Centralized
Data Inc.
@nvidia
GTC24
San Jose
Micron
Super Micro
dell
AMD
R 'Ray
Fake Media
Paid Media
Fake Analysts
Unethical Behavior
Bad Actors
TSMC
Broadcom
Tencent
Samsung
ASML
Qualcom
Margin Compression
AI Arbitrage
UI Path
Disruption
Make Way
rimini street
IBM AI
Think
Inc.
Geneative AI
Mistral
Hugging Face
OpenMicrosoft
Saudi
Arvind Krishna
HPE
C3
Palantir
augmentation
acceleration
agents
advisors
GenAI
Artifiical Intelligence
performant diversity
Diversity
equity
inclusion
values
performance
experiences
competencies
superficial
external
-
Monday's Musings: Progress Through The Five A's of AI
https://www.raywang.org/blog/2024-06/mondays-musings-progress-through-five-ai
Monday's Musings: Progress Through The Five A's of AI <picture>
<source srcset="/sites/default/files/styles/wide/public/2024-06/%40rwang0%205As%20of%20AI%20progression.webp?itok=qUrsXwEV 1x" media="(min-width: 0px)" type="image/webp"/>
<source srcset="/sites/default/files/styles/wide/public/2024-06/%40rwang0%205As%20of%20AI%20progression.png?itok=qUrsXwEV 1x" media="(min-width: 0px)" type="image/png"/>
<img src="/sites/default/files/styles/wide/public/2024-06/%40rwang0%205As%20of%20AI%20progression.png?itok=qUrsXwEV" alt="The Five A's of AI @rwang0" typeof="foaf:Image" class="w-100 h-auto" />
</picture>
<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Mon, 06/24/2024 - 06:00</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h1>Take A Measured Approach To AI Adoption</h1>
<p>The rush to AI projects often comes as an all or nothing approach. However, lessons learned from Constellation's Executive Network (CEN) members show a gradual and measured approach. Constellation sees five phases to adoption from both a business and cultural point of view:</p>
<ol><li><strong>Augmentation. </strong>Organizations begin by finding tasks that benefit from augmenting existing work flows and learning where exceptions are needed.</li>
<li><strong>Acceleration. </strong>As more data is taken into consideration and training improves, false positives and false negatives are worked out to accelerate progress.</li>
<li><strong>Automation. </strong>Once a level of confidence has been achieved as more data points are assimilated, organizations can act with confidence towards automation.</li>
<li><strong>Agent. </strong>Automated agents play a role in improving personalization at scale.</li>
<li><strong>Advisor. </strong>Advisors can provide capabilities in prevention and prediction built on the overall accumulated knowledge and insight from the business graph.</li>
</ol><h1>The Bottom Line: Three Questions To Ask Before Your AI Project Goes Public</h1>
<p>AI projects have amazing potential, yet they must meet the following three question tests before impacting external stakeholders such as customers, partners, and suppliers. Ask these three questions as a test before putting your AI project into the wild:</p>
<ol><li>Do you have enough data to achieve a level of precision that your stakeholders will trust?</li>
<li>When and where will you insert a human?</li>
<li>Who do you sue if something goes wrong?</li>
</ol><h1>Your POV</h1>
<p>How far along are you with your AI projects? Are you ready to put these into full production? What risks have you mitigated?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your metaverse and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2024 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p>
</div>
Mon, 24 Jun 2024 13:00:31 +0000
rwang0
23084 at https://www.raywang.org
Cupertino
Ray Wang
Ray
R Wang
@rwang0
R 'Ray' Wang
Software Insider
Insider Associates
Everybody Wants To Rule The World
decision velocity
Digital giants
data to decisions. Monday's Musings
Constellation Research
Disney
Q1 Earnings
2022
streaming
amazon prime
Apple
Netflix
HBO Max
Paramount
Hulu
Discovery
earnings
Davos
World Economic Forum
WEF22
@wef
@davos
Five I's
Inflation
Interest Rates
Inventory
Invastion
Infection
Klaus Schwab
CEO
Boardroom
Worldwide Developer Conference
WWDC
WWDC22
mac
iOS
m2
mac air
Watch OS
iOs16
Wall papers
messages
LIve Text
Shareplay
Maps
Family Sharing
iCloud
HomeKit
Watch OS9
health app
Stage Manager
Search
Safari
Gaming
Metal 3
Facetime with iPHone
rapid security response
XCode Cloud
Apple Park
Monday's Musings
Great Refactoring
Economy
PESTEL
Nviida
Siemens
Metaverse
Industrial
Roland Busch
Jensen Huang
Merck Group
GT Rail UK
BMW
AT&T
Physics-Based Digital Twins
Digital Twins
Photo Realistic Digital Twins
Omniverse
Metaverse Economy
Constelaltion Research
Microsoft
Tesla
nVidia
Alphabet
Google
Amazon
Facebook
Snap
Meta
Instagram
Twitter
TikTok
Rule The World
big tech
Stocks
market
Fox Business
@foxbusiness
Varney and Co
Stuart Varney
Keith Fitzgerald
Oracle
Adobe
SalesForce.com
IBM
servicenow
Snowflake
Atlassian
Crowdstrike
Fortinet
Palo Alto Networks
R ' Ray' Wang
Zuora
Zephr
digital monetizations
paywall
subscriptions
Identity management
dynamic paywalls
entitlement management
mergers
acquisitions
payments
Commerce
digital transformation
Chief Digital Officer
Figma
Disintermediate
mergers and acquisitions
collaboration
design
digital whiteboard
figjam
figma
design process
future of work
Adobe XD
design experience
$ADBE
News Analysis
New Analysis
MATANA
Q2 2022
NASDAQ
R
@constellationr
Insider Associates LLC
intel
FAANG
Activision
Lina Khan
$69 B
call of duty
overwatch
candy crush
mergers and acquistion
acquisition
anti-trust
FTC
Amaxon
aws
Amazon Web Services
Cloud
public cloud
IBM Security
Roger Premo
Kate Wooley
las vegas
reInvent
#reInvent
CIO
CDO
CTO
CMO< CEO
rat wang
WEF
Davos 2023
Sustainability
DEI
globalization
great reset
fragmentation
Constellation Research Inc.
event report
Honyewell
Upland
Unstoppable Domoains
Wipro
Mobeus
WEF23
Davos Agenda
SAP
Data Driven Digital Networks
Market Reset
DisrupTV
Tech Layoffs
Silicon Valley
Tech Hubs
Opportunity Zones
Flight from California
ChatGTP
large language models
LLM
Google Bard
Bard AI
Bing
Open AI
AI
artificial intelligence
Stabile Diffusion
mid journey
DALL-E2
Softwrae Insider
Silicon Valley Bank
unrealized losses on available-for-sale and held-to-maturity securities.
IPO Market
Bank Crisis
The Federal Reserve
Adobe Firefly
Adobe Summit
Generative AI
Stable Diffusion
Chat GPT
Creativity
Adobe Sensei
diffusion models
customer experience
content creation
content velocity
content supply chain
ChatGPT
CX
Insider's Associate
marketing
sales
service
Advertising
Next Generation Customer Experience
StabilityAI
synthetic data
GPT
DALL-E
OpenAI
Dreambooth by Google
Imagen
Lensa
Midjourney
analytics
digital ads
social networks
digital business models
digital monetization models
Cognizant
HCLTech
Infosys
TCS
Tata Consulting Services
Tech Mahindra
Ravi Kumar S
Thierry Delaporte
Salil Parekh
K Krithivasan
C Vijayakumar
CVK
Vijay
Mohit Joshi
IT Services
Global Indian Firms
services
Q4 Earnings
Global Slow Down
operational efficiency
regulatory compliance
automation
Cyber security
Contract Negotiations
vendor consolidation
Hexagon AB
digital reality solutions
Caesar's Forum
customer conference
mines
farms
industrial and facilities
defense
cities and nations
buildings
infrastructure
manufacturing
autonomous mobility
AI Generative AI
Sundar Pichai
Tim Cook
Satya Nadella
Mark Zuckerberg
#AI
Risks
Reinvent Futures
@reinventnet
Peter Leyden
@peteleyden
Joe Boggio
@boggiojoe
Jerry Kaplan
@jerry_kaplan
Eli Chen
@elichen
Eric Shaotran
@eshaotran
Fiona Ma
@fionama
De Kai
@dekai123
Daniel Erasmus
@danielerasmus
Gary A Bolles
@gbolles
Dazza Greenwood
@dazzageenwod
Brian Behlendorf
@brianbehlendorf
CC Gong
@ccgong
White and Case
@whitecase
Earl Comstock
Shack15
Cerebal Valley
Revenue Operations
Revops
Revenue Intelligence
Sales Enagement
SFA
salesforce automation
Legacy CRM
Next Generation CX
Sales and Marketing
Chief Revenue Officers
Trends
Canopy
Chorus
Gong
Introhive
PeopleAI
ZoomInfo
Aviso
Boostup
Clari
Fullcast.io
InsightSquared
Kluster
MoData
OpenPrise
Groove
Marketo
outreach
RevenueGrid
Salesloft
HubSpot
Microsoft Dynamics
salesforce
Chief AI Officer
CAIO
New CSuite
Artificial Intellgience
ML
Andy Thurai
Research Summary
Sam Altman
@sama
Greg Brockman
Coup
Tech Wars
Stock Valuation
Emmett Shear
Mira Murati
Ilya Sutskever
effective altruism
Tech
IPO
The Boring Company
Elon Musk
NeuraLink
Starlink
SpaceX
ScaleAI
Reddit
Canva
Discord
Stripe
Shein
Databricks
ARM
Startups
big idea
Return on Transformation Investment
RTI
Survey
CXO Confidence
WEF24
2024
trust
Rebuilding Trust
artifical intelligence
hypocrisy
elites
populists
Trusted
Trusted AI
data mastery
post-AI
FOMO POC
Budgeted AI
Data Scarcity
Data Collective
Dark Ages
Cognitive Era
Copilot
finance
ERP
Launch
Public Preview
Charles Lamanna
Emily He
Georg Glantschnig
Age of AI
pyramid
diamond
Staffing
@rwang
Culture of Scarcity
Culture of Abundance
Decentralized
Centralized
Data Inc.
@nvidia
GTC24
San Jose
Micron
Super Micro
dell
AMD
R 'Ray
Fake Media
Paid Media
Fake Analysts
Unethical Behavior
Bad Actors
TSMC
Broadcom
Tencent
Samsung
ASML
Qualcom
Margin Compression
AI Arbitrage
UI Path
Disruption
Make Way
rimini street
IBM AI
Think
Inc.
Geneative AI
Mistral
Hugging Face
OpenMicrosoft
Saudi
Arvind Krishna
HPE
C3
Palantir
augmentation
acceleration
agents
advisors
GenAI
-
News Analysis: Only A Few Companies Will Win In Fueling The Age of AI
https://www.raywang.org/blog/2024-06/news-analysis-only-few-companies-will-win-fueling-age-ai
News Analysis: Only A Few Companies Will Win In Fueling The Age of AI <picture>
<source srcset="/sites/default/files/styles/wide/public/2024-06/%40rwang0%20%40cnbc%20%40beckyquick%20%40nvidia%2020240624.webp?itok=5E13-p8e 1x" media="(min-width: 0px)" type="image/webp"/>
<source srcset="/sites/default/files/styles/wide/public/2024-06/%40rwang0%20%40cnbc%20%40beckyquick%20%40nvidia%2020240624.png?itok=5E13-p8e 1x" media="(min-width: 0px)" type="image/png"/>
<img src="/sites/default/files/styles/wide/public/2024-06/%40rwang0%20%40cnbc%20%40beckyquick%20%40nvidia%2020240624.png?itok=5E13-p8e" alt="@rwang0 Becky Quick CNBC Nvidia" typeof="foaf:Image" class="w-100 h-auto" />
</picture>
<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Fri, 06/21/2024 - 22:58</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><script type="text/javascript" src="https://video.foxbusiness.com/v/embed.js?id=6355436296112&w=466&h=263"></script><noscript>Watch the latest video at <a href="https://www.foxbusiness.com">foxbusiness.com</a></noscript>
<h1>AI Begins And Ends With Nvidia</h1>
<p>Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry. In fact, only a few vendors have shown significant profits in AI:</p>
<ul><li>Nvidia</li>
<li>Adobe</li>
<li>TSMC</li>
<li>Oracle</li>
<li>HPE</li>
<li>C3</li>
<li>Palantir</li>
</ul><p>Given the level of investment by Meta, Microsoft and Google, expect these vendors to show significant revenues in the next three to four quarters.</p>
<h1>Nvidia's Success Is Built On Seven Moats</h1>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">Nvidia is the foundational stock in the Age of AI. CEO Jensen Huang intends to achieve vertically integrated domination from silicon to software through partnerships and direct routes to market. Unlike the PC age where Microsoft, Intel, and Cisco served as a triumvirate foundational players, this new era will have new players all tied back to Nvidia. </span></span></p>
<p><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">Constellation believes that Nvidia has seven moats that will drive the company's success:</span></span></p>
<ol><li><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">Visionary founder-led CEO</span></span></li>
<li><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">High barrier to entry in the chip market</span></span></li>
<li><span style="font-size:12pt"><span style="font-family:"Aptos",sans-serif">High switching costs, especially the CUDA software layer</span></span></li>
<li>Dominant market share</li>
<li>Strong product roadmap and research bench</li>
<li>GPU is the default standard for AI inference and training</li>
<li>Growth numbers don't lie with gross margins of 78%</li>
</ol><h1>Your POV</h1>
<p>Who do you think are the winners in the Age of AI? Do you think Nvidia will maintain its dominance in the market?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your metaverse and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2024 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p>
</div>
Sat, 22 Jun 2024 05:58:50 +0000
rwang0
23082 at https://www.raywang.org
Cupertino
Ray Wang
Ray
R Wang
@rwang0
R 'Ray' Wang
Software Insider
Insider Associates
Everybody Wants To Rule The World
decision velocity
Digital giants
data to decisions. Monday's Musings
Constellation Research
Disney
Q1 Earnings
2022
streaming
amazon prime
Apple
Netflix
HBO Max
Paramount
Hulu
Discovery
earnings
Davos
World Economic Forum
WEF22
@wef
@davos
Five I's
Inflation
Interest Rates
Inventory
Invastion
Infection
Klaus Schwab
CEO
Boardroom
Worldwide Developer Conference
WWDC
WWDC22
mac
iOS
m2
mac air
Watch OS
iOs16
Wall papers
messages
LIve Text
Shareplay
Maps
Family Sharing
iCloud
HomeKit
Watch OS9
health app
Stage Manager
Search
Safari
Gaming
Metal 3
Facetime with iPHone
rapid security response
XCode Cloud
Apple Park
Monday's Musings
Great Refactoring
Economy
PESTEL
Nviida
Siemens
Metaverse
Industrial
Roland Busch
Jensen Huang
Merck Group
GT Rail UK
BMW
AT&T
Physics-Based Digital Twins
Digital Twins
Photo Realistic Digital Twins
Omniverse
Metaverse Economy
Constelaltion Research
Microsoft
Tesla
nVidia
Alphabet
Google
Amazon
Facebook
Snap
Meta
Instagram
Twitter
TikTok
Rule The World
big tech
Stocks
market
Fox Business
@foxbusiness
Varney and Co
Stuart Varney
Keith Fitzgerald
Oracle
Adobe
SalesForce.com
IBM
servicenow
Snowflake
Atlassian
Crowdstrike
Fortinet
Palo Alto Networks
R ' Ray' Wang
Zuora
Zephr
digital monetizations
paywall
subscriptions
Identity management
dynamic paywalls
entitlement management
mergers
acquisitions
payments
Commerce
digital transformation
Chief Digital Officer
Figma
Disintermediate
mergers and acquisitions
collaboration
design
digital whiteboard
figjam
figma
design process
future of work
Adobe XD
design experience
$ADBE
News Analysis
New Analysis
MATANA
Q2 2022
NASDAQ
R
@constellationr
Insider Associates LLC
intel
FAANG
Activision
Lina Khan
$69 B
call of duty
overwatch
candy crush
mergers and acquistion
acquisition
anti-trust
FTC
Amaxon
aws
Amazon Web Services
Cloud
public cloud
IBM Security
Roger Premo
Kate Wooley
las vegas
reInvent
#reInvent
CIO
CDO
CTO
CMO< CEO
rat wang
WEF
Davos 2023
Sustainability
DEI
globalization
great reset
fragmentation
Constellation Research Inc.
event report
Honyewell
Upland
Unstoppable Domoains
Wipro
Mobeus
WEF23
Davos Agenda
SAP
Data Driven Digital Networks
Market Reset
DisrupTV
Tech Layoffs
Silicon Valley
Tech Hubs
Opportunity Zones
Flight from California
ChatGTP
large language models
LLM
Google Bard
Bard AI
Bing
Open AI
AI
artificial intelligence
Stabile Diffusion
mid journey
DALL-E2
Softwrae Insider
Silicon Valley Bank
unrealized losses on available-for-sale and held-to-maturity securities.
IPO Market
Bank Crisis
The Federal Reserve
Adobe Firefly
Adobe Summit
Generative AI
Stable Diffusion
Chat GPT
Creativity
Adobe Sensei
diffusion models
customer experience
content creation
content velocity
content supply chain
ChatGPT
CX
Insider's Associate
marketing
sales
service
Advertising
Next Generation Customer Experience
StabilityAI
synthetic data
GPT
DALL-E
OpenAI
Dreambooth by Google
Imagen
Lensa
Midjourney
analytics
digital ads
social networks
digital business models
digital monetization models
Cognizant
HCLTech
Infosys
TCS
Tata Consulting Services
Tech Mahindra
Ravi Kumar S
Thierry Delaporte
Salil Parekh
K Krithivasan
C Vijayakumar
CVK
Vijay
Mohit Joshi
IT Services
Global Indian Firms
services
Q4 Earnings
Global Slow Down
operational efficiency
regulatory compliance
automation
Cyber security
Contract Negotiations
vendor consolidation
Hexagon AB
digital reality solutions
Caesar's Forum
customer conference
mines
farms
industrial and facilities
defense
cities and nations
buildings
infrastructure
manufacturing
autonomous mobility
AI Generative AI
Sundar Pichai
Tim Cook
Satya Nadella
Mark Zuckerberg
#AI
Risks
Reinvent Futures
@reinventnet
Peter Leyden
@peteleyden
Joe Boggio
@boggiojoe
Jerry Kaplan
@jerry_kaplan
Eli Chen
@elichen
Eric Shaotran
@eshaotran
Fiona Ma
@fionama
De Kai
@dekai123
Daniel Erasmus
@danielerasmus
Gary A Bolles
@gbolles
Dazza Greenwood
@dazzageenwod
Brian Behlendorf
@brianbehlendorf
CC Gong
@ccgong
White and Case
@whitecase
Earl Comstock
Shack15
Cerebal Valley
Revenue Operations
Revops
Revenue Intelligence
Sales Enagement
SFA
salesforce automation
Legacy CRM
Next Generation CX
Sales and Marketing
Chief Revenue Officers
Trends
Canopy
Chorus
Gong
Introhive
PeopleAI
ZoomInfo
Aviso
Boostup
Clari
Fullcast.io
InsightSquared
Kluster
MoData
OpenPrise
Groove
Marketo
outreach
RevenueGrid
Salesloft
HubSpot
Microsoft Dynamics
salesforce
Chief AI Officer
CAIO
New CSuite
Artificial Intellgience
ML
Andy Thurai
Research Summary
Sam Altman
@sama
Greg Brockman
Coup
Tech Wars
Stock Valuation
Emmett Shear
Mira Murati
Ilya Sutskever
effective altruism
Tech
IPO
The Boring Company
Elon Musk
NeuraLink
Starlink
SpaceX
ScaleAI
Reddit
Canva
Discord
Stripe
Shein
Databricks
ARM
Startups
big idea
Return on Transformation Investment
RTI
Survey
CXO Confidence
WEF24
2024
trust
Rebuilding Trust
artifical intelligence
hypocrisy
elites
populists
Trusted
Trusted AI
data mastery
post-AI
FOMO POC
Budgeted AI
Data Scarcity
Data Collective
Dark Ages
Cognitive Era
Copilot
finance
ERP
Launch
Public Preview
Charles Lamanna
Emily He
Georg Glantschnig
Age of AI
pyramid
diamond
Staffing
@rwang
Culture of Scarcity
Culture of Abundance
Decentralized
Centralized
Data Inc.
@nvidia
GTC24
San Jose
Micron
Super Micro
dell
AMD
R 'Ray
Fake Media
Paid Media
Fake Analysts
Unethical Behavior
Bad Actors
TSMC
Broadcom
Tencent
Samsung
ASML
Qualcom
Margin Compression
AI Arbitrage
UI Path
Disruption
Make Way
rimini street
IBM AI
Think
Inc.
Geneative AI
Mistral
Hugging Face
OpenMicrosoft
Saudi
Arvind Krishna
HPE
C3
Palantir
-
Event Report: IBM Think Accelerates Accessible Gen AI For Clients
https://www.raywang.org/blog/2024-05/event-report-ibm-think-accelerates-accessible-gen-ai-clients
Event Report: IBM Think Accelerates Accessible Gen AI For Clients <picture>
<source srcset="/sites/default/files/styles/wide/public/2024-06/%40rwang0%20%40ibm%20%23ibmthink%20%402024%20%40arvindkrishna.webp?itok=naa6rPjq 1x" media="(min-width: 0px)" type="image/webp"/>
<source srcset="/sites/default/files/styles/wide/public/2024-06/%40rwang0%20%40ibm%20%23ibmthink%20%402024%20%40arvindkrishna.png?itok=naa6rPjq 1x" media="(min-width: 0px)" type="image/png"/>
<img src="/sites/default/files/styles/wide/public/2024-06/%40rwang0%20%40ibm%20%23ibmthink%20%402024%20%40arvindkrishna.png?itok=naa6rPjq" alt="IBM Think Arvind Krishna" typeof="foaf:Image" class="w-100 h-auto" />
</picture>
<span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/8" typeof="schema:Person" property="schema:name" datatype="">rwang0</span></span>
<span class="field field--name-created field--type-created field--label-hidden">Fri, 05/24/2024 - 18:39</span>
<div property="schema:articleBody" class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><div class="shrink-0 aspect-ratio">
<h1>IBM's Focus On AI Built From Data And Cloud Competencies</h1>
<p>Four and a half years after Arvind Krishna was elected as IBM's Chief Executive Officer, today's IBM is a much different organization. A tight focus on data and cloud has helped IBM think through what clients need to not only be AI ready, but also AI first. With over 30,000 attendees at the Boston Convention and Exhibition Center gathered at IBM's biggest event, the mood was energetic and excited about the possibilities for the Age of AI.</p>
<p>Among the myriad of announcements, four key messages came through loud and clear:</p>
<h2>1. Expect More AI Powered Automation</h2>
<p>Much conversation was made about IBM Concert (GA in June 2024). This central nervous system of one's enterprise technology and operations uses AI from Watson X to identify, predict, and suggest fixes for problems. Cosntellation expects more bite-sized solutions for clients over time</p>
<h2>2. Start Generative AI Projects With Granite Models</h2>
<p>IBM's family of Granite Models will continue to grow over time. These open-source Granite models<br />
are available under Apache 2.0 licenses via Hugging Face and GitHub. Customers gain a 3B to 34B parameter models. Constellation expects customers to apply use cases for code generation, complex applications modernization projects, code documentation acceleration, repository maintenance, and bug fixes at scale.<br />
Customers can use these Granite models as a launch point.</p>
<p>In addition, customers can overcome the challenge of multiple forks of a single open-source model, Using a new methodology called LAB (Large-Scale Alignment for ChatBots), these LLMs can be pretrained on large sets of unstructured text, enabling these ChatBots to learn many new tasks more quickly once they see labeled instructions during the alignment stage. InstructLab—an open-source project by IBM Research and Red Hat uses the LAB technique to advance language model development.</p>
<h2>3. Use IBM watsonX assistants</h2>
<p>Constellation sees a progression from augmentation, acceleration, automation, agents, and advisors over time. WatsonX assistants are the first step to that journey. A few announced at IBM Think include:</p>
<p> </p>
<ul><li>IBM watsonx Assistant for Z to transform how users interact with the system to quickly transfer knowledge and expertise. (GA June 2024)</li>
<li>IBM watsonX Code Assistant for Z Service expansion with code explanation to help clients understand and document applications through natural language. (GA June 2024)</li>
<li>IBM watsonX Code Assistant for Enterprise Java Applications.(GA October 2024)</li>
</ul><h2>4. Partner With Everyone That Matters</h2>
<p>IBM announced a slew of partnerships that will help IBM customers ease into and future proof their Generative AI investments. IBM is bringing third-party models onto IBM watsonx, and offering IBM Consulting expertise for enterprise business transformation as the enabler for clients .A few announcements of note include:</p>
<ul><li><strong>AWS</strong> - IBM watsonx.governance and Amazon SageMaker</li>
<li><strong>Microsoft</strong> – IBM watsonX on MIcrosoft Azure</li>
<li><strong>Adobe</strong> - watsonx.ai comes to Adobe Experience Platform</li>
<li><strong>Meta</strong> - Meta Llama 3 now accessible on IBM watsonx,</li>
<li><strong>Mistral - </strong>Availabity on IBM watsonx</li>
<li><strong>Saudi Data and AI Authority (SDAIA)</strong> - the largest Arabic LLM now on IBM watsonx</li>
</ul><p><br />
These partnerships are important and allow end-user customers to adopt and scale AI solutions<br />
that are specific to their business needs.</p>
<iframe allowfullscreen="" frameborder="0" height="360" src="https://player.vimeo.com/video/955710411?h=007a5a4df6" title="vimeo-player" width="640"></iframe>
<h1>The Bottom Line: Accessible Generative AI Projects Are Coming To Customers Via IBM</h1>
<p>While Generative AI is the number one priority inside board rooms, building a foundation for successful projects is not a skill many organizations can master. IBM recognizes this opportunity and has amassed a strategy to improve accessibility to generative AI projects. This progression from augmenting to advisors is coming soon to customers.</p>
<p>IBM has learned the lessons from their previous IBM Watson offerings and has been honing in on AI middleware, strategic partnerships, and AI and cloud prowess. By helping customers get their data house in order, customers will have a shot at making generative AI work for them.<br />
</p>
<h1>Your POV</h1>
<p>Are you an IBM client? Is IBM on your short list of vendors to deliver on Generative AI for your organization?</p>
<p>Add your comments to the blog or reach me via email: <a href="mailto:[email protected]">R (at) ConstellationR (dot) com</a> or<a href="mailto:[email protected]"> R (at) SoftwareInsider (dot) org.</a> Please let us know if you need help with your strategy efforts. Here’s how we can assist:</p>
<ul><li>Developing your metaverse and digital business strategy</li>
<li>Connecting with other pioneers</li>
<li>Sharing best practices</li>
<li>Vendor selection</li>
<li>Implementation partner selection</li>
<li>Providing contract negotiations and software licensing support</li>
<li>Demystifying software licensing</li>
</ul><p>Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact <strong><a href="mailto:[email protected]">Sales</a></strong>.</p>
<h1><strong>Disclosures</strong></h1>
<p>Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the <a href="http://www.constellationrg.com/clients">Constellation Research website</a>. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.</p>
<p>Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.</p>
<p>Copyright © 2001 – 2024 R Wang and Insider Associates, LLC All rights reserved.</p>
<p>Contact the <strong><a href="mailto:[email protected]">Sales</a> </strong>team to purchase this report on a a la carte basis or join the Constellation Executive Network</p>
</div>
</div>
Sat, 25 May 2024 01:39:00 +0000
rwang0
23071 at https://www.raywang.org
Cupertino
Ray Wang
Ray
R Wang
@rwang0
R 'Ray' Wang
Software Insider
Insider Associates
Everybody Wants To Rule The World
decision velocity
Digital giants
data to decisions. Monday's Musings
Constellation Research
Disney
Q1 Earnings
2022
streaming
amazon prime
Apple
Netflix
HBO Max
Paramount
Hulu
Discovery
earnings
Davos
World Economic Forum
WEF22
@wef
@davos
Five I's
Inflation
Interest Rates
Inventory
Invastion
Infection
Klaus Schwab
CEO
Boardroom
Worldwide Developer Conference
WWDC
WWDC22
mac
iOS
m2
mac air
Watch OS
iOs16
Wall papers
messages
LIve Text
Shareplay
Maps
Family Sharing
iCloud
HomeKit
Watch OS9
health app
Stage Manager
Search
Safari
Gaming
Metal 3
Facetime with iPHone
rapid security response
XCode Cloud
Apple Park
Monday's Musings
Great Refactoring
Economy
PESTEL
Nviida
Siemens
Metaverse
Industrial
Roland Busch
Jensen Huang
Merck Group
GT Rail UK
BMW
AT&T
Physics-Based Digital Twins
Digital Twins
Photo Realistic Digital Twins
Omniverse
Metaverse Economy
Constelaltion Research
Microsoft
Tesla
nVidia
Alphabet
Google
Amazon
Facebook
Snap
Meta
Instagram
Twitter
TikTok
Rule The World
big tech
Stocks
market
Fox Business
@foxbusiness
Varney and Co
Stuart Varney
Keith Fitzgerald
Oracle
Adobe
SalesForce.com
IBM
servicenow
Snowflake
Atlassian
Crowdstrike
Fortinet
Palo Alto Networks
R ' Ray' Wang
Zuora
Zephr
digital monetizations
paywall
subscriptions
Identity management
dynamic paywalls
entitlement management
mergers
acquisitions
payments
Commerce
digital transformation
Chief Digital Officer
Figma
Disintermediate
mergers and acquisitions
collaboration
design
digital whiteboard
figjam
figma
design process
future of work
Adobe XD
design experience
$ADBE
News Analysis
New Analysis
MATANA
Q2 2022
NASDAQ
R
@constellationr
Insider Associates LLC
intel
FAANG
Activision
Lina Khan
$69 B
call of duty
overwatch
candy crush
mergers and acquistion
acquisition
anti-trust
FTC
Amaxon
aws
Amazon Web Services
Cloud
public cloud
IBM Security
Roger Premo
Kate Wooley
las vegas
reInvent
#reInvent
CIO
CDO
CTO
CMO< CEO
rat wang
WEF
Davos 2023
Sustainability
DEI
globalization
great reset
fragmentation
Constellation Research Inc.
event report
Honyewell
Upland
Unstoppable Domoains
Wipro
Mobeus
WEF23
Davos Agenda
SAP
Data Driven Digital Networks
Market Reset
DisrupTV
Tech Layoffs
Silicon Valley
Tech Hubs
Opportunity Zones
Flight from California
ChatGTP
large language models
LLM
Google Bard
Bard AI
Bing
Open AI
AI
artificial intelligence
Stabile Diffusion
mid journey
DALL-E2
Softwrae Insider
Silicon Valley Bank
unrealized losses on available-for-sale and held-to-maturity securities.
IPO Market
Bank Crisis
The Federal Reserve
Adobe Firefly
Adobe Summit
Generative AI
Stable Diffusion
Chat GPT
Creativity
Adobe Sensei
diffusion models
customer experience
content creation
content velocity
content supply chain
ChatGPT
CX
Insider's Associate
marketing
sales
service
Advertising
Next Generation Customer Experience
StabilityAI
synthetic data
GPT
DALL-E
OpenAI
Dreambooth by Google
Imagen
Lensa
Midjourney
analytics
digital ads
social networks
digital business models
digital monetization models
Cognizant
HCLTech
Infosys
TCS
Tata Consulting Services
Tech Mahindra
Ravi Kumar S
Thierry Delaporte
Salil Parekh
K Krithivasan
C Vijayakumar
CVK
Vijay
Mohit Joshi
IT Services
Global Indian Firms
services
Q4 Earnings
Global Slow Down
operational efficiency
regulatory compliance
automation
Cyber security
Contract Negotiations
vendor consolidation
Hexagon AB
digital reality solutions
Caesar's Forum
customer conference
mines
farms
industrial and facilities
defense
cities and nations
buildings
infrastructure
manufacturing
autonomous mobility
AI Generative AI
Sundar Pichai
Tim Cook
Satya Nadella
Mark Zuckerberg
#AI
Risks
Reinvent Futures
@reinventnet
Peter Leyden
@peteleyden
Joe Boggio
@boggiojoe
Jerry Kaplan
@jerry_kaplan
Eli Chen
@elichen
Eric Shaotran
@eshaotran
Fiona Ma
@fionama
De Kai
@dekai123
Daniel Erasmus
@danielerasmus
Gary A Bolles
@gbolles
Dazza Greenwood
@dazzageenwod
Brian Behlendorf
@brianbehlendorf
CC Gong
@ccgong
White and Case
@whitecase
Earl Comstock
Shack15
Cerebal Valley
Revenue Operations
Revops
Revenue Intelligence
Sales Enagement
SFA
salesforce automation
Legacy CRM
Next Generation CX
Sales and Marketing
Chief Revenue Officers
Trends
Canopy
Chorus
Gong
Introhive
PeopleAI
ZoomInfo
Aviso
Boostup
Clari
Fullcast.io
InsightSquared
Kluster
MoData
OpenPrise
Groove
Marketo
outreach
RevenueGrid
Salesloft
HubSpot
Microsoft Dynamics
salesforce
Chief AI Officer
CAIO
New CSuite
Artificial Intellgience
ML
Andy Thurai
Research Summary
Sam Altman
@sama
Greg Brockman
Coup
Tech Wars
Stock Valuation
Emmett Shear
Mira Murati
Ilya Sutskever
effective altruism
Tech
IPO
The Boring Company
Elon Musk
NeuraLink
Starlink
SpaceX
ScaleAI
Reddit
Canva
Discord
Stripe
Shein
Databricks
ARM
Startups
big idea
Return on Transformation Investment
RTI
Survey
CXO Confidence
WEF24
2024
trust
Rebuilding Trust
artifical intelligence
hypocrisy
elites
populists
Trusted
Trusted AI
data mastery
post-AI
FOMO POC
Budgeted AI
Data Scarcity
Data Collective
Dark Ages
Cognitive Era
Copilot
finance
ERP
Launch
Public Preview
Charles Lamanna
Emily He
Georg Glantschnig
Age of AI
pyramid
diamond
Staffing
@rwang
Culture of Scarcity
Culture of Abundance
Decentralized
Centralized
Data Inc.
@nvidia
GTC24
San Jose
Micron
Super Micro
dell
AMD
R 'Ray
Fake Media
Paid Media
Fake Analysts
Unethical Behavior
Bad Actors
TSMC
Broadcom
Tencent
Samsung
ASML
Qualcom
Margin Compression
AI Arbitrage
UI Path
Disruption
Make Way
rimini street
IBM AI
Think
Inc.
Geneative AI
Mistral
Hugging Face
OpenMicrosoft
Saudi
Arvind Krishna