Posts in "links"
To have full sovereign IT, you need to build the software from the ground up.
The #1 in a market doesn’t have to give up customer control to Apple:
Walmart doesn’t support Apple Pay because they want to control the customer transaction directly, and they’re big enough, and their customers are loyal enough, that they can resist supporting Apple Pay. Netflix doesn’t support TV app integration because they want to control the customer viewing experience directly, and they’re big enough, and their customers are loyal enough, that they can resist supporting Apple’s TV app.
A project is what IBM delivered at e&. Custom integration, IBM Consulting on-site, bespoke architecture tailored to one customer’s requirements. It works, but it doesn’t scale. Every enterprise becomes its own implementation, with its own timeline, its own integration challenges, its own dependency on consulting availability.
“A platform is repeatable. Channel partners can sell it. Your team can operate it. Reference architectures exist for common workloads. You’re buying a product, not hiring an implementation.”
Even Jamie Dimon is like: fellas, fellas….let’s slow-roll destroying society as we know it…
if AI is imposed on them in one fell swoop when effective driverless vehicles hit the road, all those people could potentially go from making $150,000 a year to $25,000 in their next jobs: “Should you do it all at once?… No, you will have civil unrest, so phase it in.”
🔗 JPMorgan CEO urges slowdown of AI roll-out to ‘save society’
Enterprise ROI still elusive
More than half of CEOs report seeing neither increased revenue nor decreased costs from AI, despite massive investments in the technology, according to a PwC survey of 4,454 business leaders"… Only 12 percent reported both lower costs and higher revenue, while 56 percent saw neither benefit. Twenty-six percent saw reduced costs, but nearly as many experienced cost increases.
🔗 Majority of CEOs report zero payoff from AI splurge
Debating AI dicks is pointless
He’s never been a fan of AI:
I’ve stopped trying to debate software developers on LLMs…this is still a crowd that is explicitly fine with using tools that are themselves deeply unethical."
Going all “but it works great for me” even as the industry burns around you and the “it” is a right-wing political project built on disregarding consent, being applied to dismantle public infrastructure and institutions, is fundamentally a dick move.
AI's are not very good at role playing games
My findings after 3 years on AIs playing games is that they’re just generally bad at it. They’re just good enough to string you along, hoping they’ll get good.
Their lack of new ideas and inability to take action gives you a sort of “it’s just about to be good” feel that keeps you playing. Like that feeling that the next pull of the slot machine will be the jackpot.
Relevant to your interests, Monday
The Revenge of QA: How AI Code Generation Is Exposing Decades of Process Debt - “AI isn’t revealing new problems - it’s exposing decades of process debt we’ve been carrying all along.” / One bottleneck after another… Morally judging famous and semi-famous people - “spending real time and energy morally judging famous and semi-famous people is one of the best and quickest ways to make yourself stupider.” best books, essays, and poems of 2025 - What a list!
More of AWS’s all-in EU public cloud, write-up from Nick Patience:
the ESC represents a total technical decoupling intended to satisfy the most cautious European customers and their regulators. By locating all data – including metadata, billing and identity management – entirely within the EU and staffed exclusively with EU residents (and eventually citizens), AWS is trying to neutralize the legal and geopolitical risks associated with the U.S. Cloud Act, which enables US law enforcement, under certain conditions, to compel US-based cloud providers (such as AWS) to hand over data stored anywhere in the world, even if that data belongs to foreign entities or is stored in a different jurisdiction (e.g. the EU).
And, pricing:
Customers will pay a sovereignty premium for the services compared to a region in Frankfurt. AWS estimated the premium at 10-15%. AWS users pay a similar premium for AWS’s FedRAMP-compliant cloud in the US and for similar services from rival cloud providers. For enterprises, the value proposition rests on whether this isolation provides enough regulatory peace of mind to justify potentially higher costs.
Side-note: I’ve been liking Nick Patience’s stuff. He’s a good analyst, from 451.