Coté

- Broadcom’s VMware strategy is winning despite market friction - The case for the Broadcom acquisition being good, especially for all-in, large companies that want a private cloud stack.

- Useful built-in macOS command-line utilities - Some useful MacOS command line utils - not the usual Linux ones.

- Gartner Raises IT Spending Forecast For 2024 Again - IT Jungle - “Gartner thinks that spending on servers, storage, and networking for the datacenters of the world will rise by 34.7 percent in 2024 to just a hair over $318 billion. We have not seen this kind of growth since the recovery after the crash in IT spending during the Great Recession, and this time around it is different because there is no crash ahead of such growth. Rather, this is a transformation in IT systems that is probably more impactful than the Dot Com boom."

- Top 5 Intelligent App Delivery Challenges and How Executives Can Solve Them - AI middleware.

- Gartner Says CIOs Need to Overcome Four Emerging Challenges to Deliver Value With AI - Make sure you cap AI spend in the next few years of messing around with enterprise AI. // Also, new tech burger-stack: “As CIO, your job is to design a tech sandwich that can handle the messiness of AI”

- Gartner Survey Reveals Only 48% of Digital Initiatives Are Successful - “On average, only 48% of digital initiatives meet or exceed business outcome targets, according to Gartner, Inc.’s annual global survey of more than 3,100 CIOs and technology executives, and more than 1,100 executive leaders outside of IT (CxOs)."

- Gartner Forecasts IT Spending in Europe to Grow 8.7% in 2025 - “Europe has seen a remarkable 46% increase in server spending by technology providers in 2024. In 2025, technology companies will continue building out the infrastructure needed for training GenAI models today and inferencing them in the future."

- Why Jamie Dimon is Sam Altman’s biggest competitor - 🤖 says: JPMorgan Chase, led by Jamie Dimon, is presented as a major competitor to OpenAI due to its vast proprietary data (150 petabytes vs. GPT-4’s 0.5 petabytes).

- Unleashing Transformation - Yup, this all of the stuff. Arguably, it’s missing #8: actually do it and stop blaming “culture."

- Embracing Antifragility: Building Resilient Products in an Uncertain World - You can read this as a take on what it means to be a “learning organization.” As ever, the hardest, most mysterious, least airport business book-ized topic is “how do we change from ‘traditional’ to this whiz-bang method?"

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