Analysis
You don't get much more enterprise old school than IBM's consulting division working with companies to roll out complex software (while jacking up the price of a process that's already expensive). OpenAI and IBM announced a partnership this week where IBM plans to launch
Analysis
Think back, if you will, to three years ago. Yes, ChatGPT had been released the prior year, but cloud companies weren't seeing much benefit yet. In fact, the market was in a lull. AWS growth plunged to 12% for Q2 and Q3 that year, growth numbers so abysmal
Analysis
The following post is a collaboration between Alex Wilhelm from the Cautious Optimism blog and FastForward. I set the stage regarding IBM’s messy quarter, digging into what analysts think about the company’s future prospects. Next, Alex dives into the financials to try to answer the question of what
Analysis
At Pega World earlier this month, the company announced it was ditching tokens in favor of outcome-based pricing, a system where the company only gets paid if an AI agent produces a favorable outcome. What's driving this change? Don Schuerman, CTO and head of marketing at Pega,
Analysis
The following piece is the result of a collab with my long-time friend, occasional colleague, and forever writing partner Alex Wilhelm. Alex is the author at Cautious Optimism, which I both enjoy and recommend. As with many of our collabs, I handles news and context, and Alex closes with
Analysis
In 2023, Salesforce was reeling. The company was under attack from activist investors with as many as five different firms circling the CRM giant. As activists do, they felt the stock was undervalued and among their demands was to stop spending money on acquisitions. The company had made a slew
Analysis
When you think about coding, it’s a job that has always demanded a deep understanding of math and logic, but it was never just about the code. It was about understanding the underlying problem, building a software spec to solve that problem and knowing the systems where that software
Analysis
Few tech companies have survived as many platform shifts as IBM, from mainframes to PCs to the cloud, and its next big bets are on AI and quantum computing. Last week, the company held its Think customer conference in Boston, where the message was clear: AI is hard, and IBM
Analysis
In the middle of 2023, the cloud market was fading. Companies had tired of big bills and they were looking to cut back on their usage. Amazon, the original cloud infrastructure vendor, was experiencing its lowest growth rates in years, dropping all the way down to 12% YoY in mid-
Analysis
Last week, Google held its annual Google Cloud Next customer conference in Las Vegas. There were announcements aplenty, from new TPUs to new security and data products, but perhaps the biggest was Google’s expanded Gemini Enterprise Agent Platform, which the company is positioning as a more complete orchestration and
Analysis
Much of the world's text-based content has been used to train large language models. There is actually a shortage of available content because LLMs are constantly sucking up the supply, but there is a large untapped supply of unstructured data – sound, video and images. Why aren'
Analysis
As companies struggle to implement AI in the enterprise, one of the things that tends to happen is letting perfect get in the way of good enough. One of the problems of working with AI as an individual, team or a company is that it’s easy to go down