Tag: business

  • “this is the voice of American business that is being channeled through me”

    “Livid” was the word he used to describe enterprise customers who are “paying for tokens that create no value,” while handing over their data to the major firms and, in the end, taxing the public who will end up paying for it in some form. The reason, he ventured, was the “models have completely… irresponsibly…

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  • trying your best properly rated

    widely accepted reading of the-west-wing, as such, is that of a liberal Fantasia, not because it depicts the Bartlet administration as being liberal, but because it depicts a world in which the best possible thing you can do is to try very hard to do the right thing — and the liberals, or really the…

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  • Google Cloud Revenue Estimates, 2026

    With that context, the key point is that GCP is now a $42 billion IaaS/PaaS business in our 2026 estimate and is growing in the mid-40% range. That’s a big move from where it was in 2020, when GCP was a mid–single-digit-billion-dollar business by our model. Google is still well behind the two leaders in absolute dollars – AWS…

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  • Enterprise AI ROI is still elusive. What IT can do to fix it. It’s not “culture.”

    Enterprise AI ROI is still elusive. What IT can do to fix it. It’s not “culture.”

    Everyone is excited about AI improving how organizations’s work. Reducing costs, bringing in more revenue. You know “productivity.” How is it going three years after the release of ChatGPT? Here are some recent headlines and excepts: 56% of companies getting nothing out of AI, PwC research says; chairman blames forgetting the basics. (On the same…

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  • “The question that actually determines success is simpler—and almost never asked: Are we ready to operate a private cloud as a product for the next 3–5 years?” 🔗 Before You Build a Private Cloud, Ask This One Question

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  • Boards are just highly paid people

    “The nature of boards,” says Buffett, “is such they’re part business organizations and part social organizations.” Buffett hammers home his point by noting that directors are “getting paid $200,000-$300,000 a year,” so “believe, me, they are not independent.” Boards are just highly paid people

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  • M&A doesn’t often work

    [S]tudy after study puts the failure rate of mergers and acquisitions somewhere between 70% and 90%. The second, less familiar reason to acquire a company is to reinvent your business model and thereby fundamentally redirect your company. Almost nobody understands how to identify the best targets to achieve that goal, how much to pay for…

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  • The research reported in this book … shows that in the cases of well-managed firms… . good management was the most powerful reason they failed to stay atop their industries. Precisely because these firms listened to their customers, invested aggressively in new technologies that would provide their customers more and better products of the sort…

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  • PowerPoint and its infamous bullet points have been so abused in later years that the term “PowerPoint death” has become widespread, to the extent that some voices claim that PowerPoint is making us stupid or threatening our thinking and reasoning. It’s understandable that as a reaction some very popular books published in the last couple…

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  • What do “strategy” people do, really?

    Broadly speaking, CSO responsibilities fall into three categories—strategy development, resource allocation, and strategy execution—but activities within these three categories vary widely. (See Exhibit 1.) Most CSOs are responsible for identification of growth opportunities (84 percent of the executives we interviewed), strategic planning (82 percent), and M&A and divestments (82 percent). Other common responsibilities include monitoring…

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  • Buying the hole, not the shovel

    “This whole idea about coming from the outside and trying to sell something to the IT [department], I think, is starting to leave very fast,” Daher said. “Companies like ours, where we become an extension of a customer’s IT to support the business — that’s the approach, and we have to understand we are that…

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  • “It’s more fun to be a pirate than to join the navy.”

    “It’s more fun to be a pirate than to join the navy.” – Steve Jobs

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