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Microsoft, OpenAI, Altman and the enterprise: What did we learn?
In a boardroom drama designed for the TikTok generation, Sam Altman was ousted as CEO of OpenAI, negotiated for a return and then landed at Microsoft along with Greg Brockman to lead an "advanced AI research team." The fact Microsoft CEO Satya Nadella moved so quickly illustrates the high stakes. Nadella said on X that it will remain a partner of OpenAI, led CEO Emmett Shear, Co-founder of Twitch, but added Altman and Brockman. Perhaps the biggest takeaway--at least for Microsoft's market cap--is that Nadella said:
November 20, 2023
Insight Blog
Retailers hope business, digital transformation efforts pay off for holiday shopping 2023
With holiday shopping season underway, retailers see uncertain consumer spending, better inventory positions, lower supply chain costs and customer experience investments they hope deliver. Adobe is forecasting US online holiday sales of $221.8 billion (Nov. 1 through Dec. 31) in 2023. Salesforce noted that 2023 is all about keeping loyal customers happy and focusing on the experience metrics that matter.
November 20, 2023
Insight Blog
News Analysis: Sam Altman's Steve Job's Moment And Satya Nadella Just Saved His Microsoft Stock Price
Sam Altman just faced his Steve Jobs moment when the OpenAI board fired him on Friday. The balance between too much governance and not enough innovation was the challenge OpenAI faced. This was a very immature board with members who had never built companies, never moved from ideology to commercialization, nor had any pragmatic board experience.
November 20, 2023
Analyst Blog
How much generative AI model choice is too much?
November 19, 2023
Insight Blog
OpenAI ousts Sam Altman as CEO over lying to board
Sam Altman is out as CEO of OpenAI.
November 17, 2023
Insight Blog
Microsoft Ignite 2023: Three big AI takeaways
At Microsoft's Ignite 2023 conference the company fleshed out its generative AI offerings and strategy and, in some places, put some serious distance between it and the competition. Here's a look at three Ignite 2023 takeaways. Also see the following for coverage:
November 17, 2023
Analyst Blog
CR CX Convos: Intelligence and Context in Modern CX
Is personalization really where CX wants to land? Is it even close to enough? In this installment of CR CX Convos, Liz Miller continues to dive into the details of her last convo with SAP's Nitin Badjatia where they discussed the shifting tides of CX and more specifically therising call for contextualization over personalization.
November 16, 2023
Video
Alibaba hits brakes on cloud spin off plans
Alibaba said it won't spin off its cloud intelligence group citing US sanctions and an uncertain demand environment. The company reported cloud revenue of $3.79 billion, up 2% from a year ago, for the quarter ended Sept. 30. EBITA for the cloud unit was $193 million. Alibaba recently launched a new proprietary large language model, built out its AI developer ecosystem and AI application development platform.
November 16, 2023
Insight Blog
ServiceNow's latest Now Assist generative AI features highlight its strategy
ServiceNow launched a series of Now Assist generative AI services across its platform. The features, available today, are part of a systematic effort to infuse generative AI use cases across workflows courtesy of Nvidia GPUs, ServiceNow large language models (LLMs) and the Now Platform.
November 16, 2023
Insight Blog
Cisco sees weak Q2 as customers digest, implement shipped orders
Cisco Systems reported better-than-expected first quarter results, but its fiscal 2024 outlook fell short of expectations. Cisco said it saw "a slowdown of new product orders in the first quarter of fiscal 2024." The company reported first quarter earnings of 89 cents a share on revenue of $14.7 billion, up 8% from a year ago. Non-GAAP earnings were $1.11 a share. CEO Chuck Robbins said the first quarter was a "solid start" to the fiscal year. 
November 15, 2023
Insight Blog
Microsoft launches Azure Models as a Service
Microsoft CEO Satya Nadella said the company will launch Azure Models as a Service, which will aim to build out its OpenAI model offerings with a broader selection. Nadella, speaking at Microsoft's Ignite 2023 conference, said the company wants to "bring the best selection of open-source models to Azure and do so responsibly." He added that Azure's models-as-a-service offering will include Stable Diffusion, Llama2 from Meta, Mistral and Jais, the world's largest Arabic language model. Command from Cohere will also be available.
November 15, 2023
Insight Blog
Microsoft launches AI chips, Copilot Studio at Ignite 2023
Microsoft fleshed out its generative AI infrastructure plans with the launch of its custom processors for model training and inference along with Copilot Studio for new use cases.
November 15, 2023
Insight Blog
Using AI for ESG Assessments, BT150 Lessons Learned | ConstellationTV Episode 68
🎬 This week on ConstellationTV episode 68, co-hosts Doug Henschen & Dion Hinchcliffe give a rundown of the latest enterprise tech news, Larry Dignan interviews SuperNova winner Marie Merle Caekebeke from Baker Hughes about using AI and LLMs for ESG Materiality Assessments, then watch a CCE 2023 panel recap about lessons learned from our BT150 alumni.
November 14, 2023
Video
Celonis launches Process Intelligence Graph, makes case process enables automation, AI applications
Celonis is betting that process mining data will be the enabler for automation and generative AI across enterprises with the launch of its Process Intelligence (PI) graph. The argument is worth considering as the intersection of process automation, intelligence, machine learning and artificial intelligence is getting crowded. Multiple vendors are gunning to be that platform that connects the systems and processes behind business transformation.
November 14, 2023
Insight Blog
New Relic brings observability to AI stack
New Relic launched New Relic AI monitoring, which aims to bring observability to AI operations and applications. New Relic also expanded its partnership with AWS to integrate Amazon Bedrock with its AI monitoring platform.
November 14, 2023
Insight Blog
Dell Technologies, Hugging Face aim to make on-premises generative AI deployments easier
Dell Technologies and Hugging Face are teaming up to target on-premises generative AI deployments to make the jump from enterprise proof-of-concepts to production easier.
November 14, 2023
Insight Blog
How Wayfair's Tech Transformation Aims to Drive Revenue While Saving Money | BT150 Executive Interivew
  Constellation Insights Editor in Chief Larry Dignan sits down with Fiona Tan, CTO of Wayfair to discuss new revenue initiatives using AI and ML use cases... Wayfair saw breakneck growth three years ago and an ensuing hangover that required a focus on operating margins and execution, but a technology transformation has the company thinking big again.  
November 13, 2023
Video
Nvidia launches H200 GPU, shipments Q2 2024
Nvidia launched its Nvidia H200 GPU, which will offer faster memory and more bandwidth for generative AI workloads. The H200 will ship in the second quarter of 2024. The launch comes as Wall Street waits for Nvidia's earnings and a read on whether the company could meet demand. In addition, Nvidia is about to see competition from AMD and hyperscale cloud players have their own proprietary chips for model training.
November 13, 2023
Insight Blog
Celonis acquires Symbio, aims to meld AI, process intelligence in one package
Celonis said it will acquire Symbioworld GmbH, a business process management software vendor, in a move that brings together process mining with AI-drive process modeling. Terms of the deal weren't disclosed. Celonis and Symbioworld have also launched a version of Symbio's Process Cockpit in beta with select customers that will meld process insights and data in one experience. Disclosure: I used to work for Celonis. 
November 13, 2023
Insight Blog
How Wayfair's tech transformation aims to drive revenue while saving money
Wayfair saw breakneck growth three years ago and an ensuing hangover that required a focus on operating margins and execution, but a technology transformation has the company thinking big again. The to-do list: build out a flexible technology infrastructure, drive revenue while saving the business money, and leverage years of experience in data analytics, artificial intelligence, and machine learning to create generative AI use cases.
November 12, 2023
Insight Blog
How Wayfair’s Tech Transformation Aims to Drive Revenue While Saving Money
Premium Research
November 11, 2023
Customer Story Spotlight
Navigating Leadership, Innovation & Hybrid Work | DisrupTV Ep. 342
DisrupTV Episode 342: Navigating Leadership, Innovation & Hybrid Work In DisrupTV Episode 342, hosts R “Ray” Wang and Vala Afshar engage in a dynamic conversation with four distinguished leaders who are at the forefront of innovation and transformation:
November 10, 2023
Video
GitHub plans to infuse Copilot throughout its platform
GitHub is doubling down on its copilot strategy with the launch of Copilot Chat, Copilot Enterprise and a series of tools designed to enhance software development productivity and collaboration.
November 08, 2023
Insight Blog
How Baker Hughes Used AI and LLMs for ESG Materiality Assessments | 2023 SNA Award Winners
Baker Hughes’ Marie Merle Caekebeke, Sustainability Executive – Strategic Engagement, was initially skeptical about AI. Now she’s thinking next phases and leveraging AI to make ESG more strategic. Here’s what she learned from a project with C3 AI.
November 08, 2023
Video

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