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April 7, 2025

Monday's Musings: The Great Reset - Looking Beyond The Tariffs

UNDERSTAND THE METHOD TO THE MADNESS

The shock and awe from tariffs represent just one part of the Great Reset that’s being led by a President that has a once in a lifetime opportunity to transform America's standing and shape the POTUS legacy. Hampered by a failing WTO and short-term thinking that plagues the Western world, tariffs provide the biggest leverage point to both political and economic bilateral negotiations for access to the US $29 trillion economy.

Constellation Orbits
April 3, 2025

The Shifting Sands of AI: Why Enterprise Leaders Need to Look Beyond OpenAI

The AI Landscape's Tectonic Shift: OpenAI's dominance is crumbling under the weight of technical missteps, unsustainable economics, and intensifying competition from both established players and newcomers. With Microsoft testing rival models, Apple reconsidering partnerships, and Chinese innovations accelerating, the "simply partner with OpenAI" strategy has become dangerously outdated. The next 18 months will transform the AI ecosystem—and only organizations with flexible, sophisticated approaches will emerge as winners.

Constellation Insights
March 31, 2025

Cognizant eyes multiyear plan to 'agentify the enterprise'

Cognizant is betting that it can embed agentic AI across enterprises. The strategy will be driven by the ability to design enterprise AI agents that work across systems, create industry-specific large language models and build its own platforms such as Cognizant Neuro AI, which is built on Nvidia's stack.