Author: Coté
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If OpenAI fails, the most likely mode is the Yahoo path: not a dramatic collapse but a slow fade into irrelevance through a thousand mediocre product extensions. ChatGPT becomes a utility everyone uses but nobody pays premium for. Enterprise goes to companies with better compliance stories. The consumer product goes ad-supported. Revenue grows but margins…
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Proof of value lies in the results. To date, more than 90% of the top 10,000 VMware customers have purchased VCF, including nine of the top 10 Fortune companies. Leading companies such as Audi, ING Bank, Lloyds Banking Group and Walmart are adopting VCF and deepening their partnerships with Broadcom. Broadcom’s own internal IT teams…
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“Greedy work” refers to jobs in which earnings are convex in hours – meaning that working longer, more continuous, and less flexible hours is rewarded disproportionately rather than proportionally. {Summarized by the robot.} And, from Claudia Goldin: Greedy work can be defined as a job that pays disproportionately more on a per-hour basis when someone…
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AI Is Normal Now – The Enterprise Is Not
Original Content Enterprise AI needs new apps, enterprise AI doesn’t need new platforms – I’ve been circling a theme this week after reading “AI as a Normal Technology” (Spring, 2025). This is some stream of conscious on it. Enterprises are gonna enterprise-y, especially with AI. Also available in LinkedIn, if you prefer that kind of…
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Tanzu Catsup: The Risk of Relying on AI for Platform Engineering
Internal development teams and executives are increasingly looking at AI to automate the creation of internal developer platforms. However, cobbling together open-source components with AI is a far cry from building a scalable, secure, and “enterprise-grade” environment. In this conversation, we explore why betting your internal infrastructure on AI-generated platforms is a high-stakes risk and…
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Relative to your interests, Friday afternoon
What’s a software CEO to do in the current climate? Here’s the urgent 2026 playbook – Playbook for software companies that are (forced to) switch from growth mode to normal company mode. Anthropic raises $30 billion in Series G funding at $380 billion post-money valuation \ Anthropic – “Today, our run-rate revenue is $14 billion,…
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HA HA! BUSINESS
I use the HA HA! BUSINESS! meme a few times each decade. The original is pretty small and pixel’y, so I asked the robot to upscale it and it did a damn fine job:
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Related to your interests, Thursday
Why it was a Boston vacation. Europe set to treble sovereign cloud investment – “European spending on sovereign cloud infrastructure services is forecast to more than triple from 2025 to 2027 as geopolitical tension drives investment in homegrown services, according to Gartner.” More context: Sovereign Computing, panel – This was a great panel, very detailed…
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Ask yourself: which lock-in would an enterprise CFO prefer: Being locked into a CRM that holds 15 years of customer data, process customizations, and institutional context that would take two years and $50 million to migrate? Or, being locked into a foundation model that could be swapped for a competitor by changing an API endpoint?…
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You had thought that maybe, oh, because you could be more productive with AI, then you save some time, you can work less. But then really, you don’t work less. You just work the same amount or even more.” 🔗 The first signs of burnout are coming from the people who embrace AI the most
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In its latest set of predictions, First said that this year, the upper bounds of its 90% confidence interval in fact approaches 118,000 CVEs, and according to the data, realistic scenarios suggest 70,000 to 100,000 disclosed vulnerabilities are “entirely possible”. The median figure for 2026, it said, would most likely be around 59,000.” 🔗 CVE…
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Enterprise AI needs new apps, enterprise AI doesn’t need new platforms
For your enterprise AI projects, what you want now is resilience. I’m using that term from a paper called “AI as a Normal Technology.” There, resilience means ” taking actions now to improve our ability to deal with unexpected developments in the future.” There’s a lot of great thinking in that paper, but I want…
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Relative to your interests, Saturday morning
The Draw Boy – Remove a bottleneck (usually humans), and supply can meet demand. New demand is created, people but more, new things are invented, people but those. New roles are often created to handle the new businesses. It Turns Out That When Waymos Are Stumped, They Get Intervention From Workers in the Philippines –…
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If everyone can ship software, what will distinguish the successful companies from the apps that are lost in the noise? It’s no longer enough to just spend more time coding, or to be the first with a good idea. I think it’s going to become even more important to grow other aspects of running a…
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The weird bastion stuff in D&D 5e 2024 makes a lot more sense after reading Dungeon Crawler Carl.
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AI Reality Bites, Wall Street Panics, and Everyone Becomes an Architect
Original Content A few things since last time: Kubernetes use rising, large organizations slowest to adapt, not many people train their own AI model or deploy new AI models frequently – my highlights from the most recent CNCF state of stuff survey. Enterprise ROI is elusive – maybe ROI is just headcount chopping, not revenue…
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Large enterprises continue to run a hybrid model for the foreseeable future. After more than 15 years of cloud migration, just over 54% of production workloads have been moved to the public cloud.” IDC, November 2025 survey 🔗 Enterprises Continue to Leverage Both Private and Public Cloud as Data Grows
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Go cheap on innovation. Otherwise you just buy PowerPoints. Jana Werner on using tight timelines and small teams to force real progress. From our interview with Jana Werner.
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