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December 7, 2024

Event Report: AWS reInvents Itself for the Age of AI

Matt Garman Has Positively Impacted AWS

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 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.

Blog
December 2, 2024

Monday's Musings: Seven Big Themes In Tech For The Next Presidency

Expect Regulations For National Security, But Overall Lighter Regulatory Framework

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. 

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September 23, 2024

News Analysis: Capgemini Research Institute's Latest Sustainability Report Shows Prioritization For Regulatory Compliance and Operational Efficiency

Broad Reaching Survey Shows Insight Into Both Progress and Trends In Sustainability

In the third annual “A World In Balance 2024” report by Capgemini Research Institute, 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.

Blog
July 7, 2024

Monday's Musings: How To Deliver On Both Performance And Diversity Amidst The DEI Backlash

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 McKinsey study 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.

Blog
June 24, 2024

News Analysis: Only A Few Companies Will Win In Fueling The Age of AI

AI Begins And Ends With Nvidia

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:

Blog
June 24, 2024

Monday's Musings: Progress Through The Five A's of AI

Take A Measured Approach To AI Adoption

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:

Blog
May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap.  With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth.  Digital giants by definition have deployed five key strategies:

Blog
March 27, 2024

Tuesday's Tip: Why Unethical Marketing Costs Tech Vendors 100’s of Millions Every Year

What Every Tech Vendor CEO and CFO Should Know About Their CMO’s Wasted Investments In Vanity Metrics

Marketing professionals face massive pressure to show that their marketing investments have paid off. In a zero-interest rate environment, budgets were flush and marketers had a lot of leeway in building brand, hosting amazing events, and buying ads to improve market presence. However, a shift to a five percent interest rate environment has many CMO’s focused on performance marketing, showing return on investment, and moving MQLs from SQLs as fast as they can.

Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

New Chips, New Business Models Ahead In Accelerated Computing

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

Blog
February 29, 2024

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

The Leap Year Brings A New Copilot -  Finance

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