Tag: business
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“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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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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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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Recursive Loops, Enterprise Nanny-states, Garbage Chairs, and Improv
Garbage Chairs of Amsterdam, Duivendrecht edition. Original Content From Platform Engineering to Stand-Up Comedian, with Lian Li, Software Defined Talk #117: “In this episode, Whitney and Coté talk with Lian, a “cloud-native human” with a 15-year career in tech. Lian discusses her transition from tech to performance art, her experiences in amateur musical theater, stand-up…
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It is hard to keep up with American corporate smile-energy.
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“Oracle’s predicament is more acute than the hyperscalers’. Its business is smaller, its pockets shallower and its lot hitched more tightly to the fate of a single customer, OpenAI, which accounts for over half its $500bn in pledged revenue.” 🔗 Oracle and the hard truths about software
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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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A house style that intentionally enforces a neutral voice without strong opinions is often an unintentionally ironic mask for your company having neither.
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Google has many overwhelming advantages. It has vast access to data, access to customers, access to capital and talent. It has TPUs. It has tons of places to take advantage of what it creates. It has the trust of customers, I’ve basically accepted that if Google turns on me my digital life gets rooted. By…
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The charts say things are OK
It’s astonishing that the richest country in world history could convince itself that it was plundered by immigrants and trade. 🔗 One-Third of US Families Earn Over $150,000
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“White Collar Elitism” America’s ‘Simon Sinek’ Problem
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Corporate culture can just be a tool to match the needs of the moment.
The conclusion here is clear: the industry will want different things from you as it evolves, and it will tell you that each of those shifts is because of some complex moral change, but it’s pretty much always about business realities changing. If you take any current morality tale as true, then you’re setting yourself…
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There’s still enterprise marketing writing that beings “In today’s fast-evolving technology landscape…”
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The failures of ambition that keep the world running
“It’s also a part of a broader inversion of values. In America, we now treat the jobs that keep the world running like teachers, sanitation workers, nurses, delivery drivers as failures of ambition, while the real prestige lies in moving capital or manufacturing hype.” // Yowch. 🔗 How Bible Sales and Chipotle Explain the Economy
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Apple’s inflation adjusted revenue
Applying inflation to Apples’s revenue makes it more flat. // The same would apply to other companies. 🔗 The problem with dollars
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Shocker! Reversal in AI ROI slide-wisdom: AI does works well
There’s a new study out that means it’s time to update all those slides that say AI projects are failing: [A] new study from the University of Pennsylvania’s Wharton School complicates the narrative. The study found that 74% of businesses that measure the ROI from their generative AI efforts are already seeing a positive return,…
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Make it easy for other people to pitch for you
With some generalization, this is good advice for any pitch, from corporate presentations to call for papers. The point that you need to make it easy for other people to advocate for you is a good one, rarely mentioned. 🔗 Setting up other people to pitch your idea for you
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Working as designed
‘allowing for controversial yet eye-catching content like AI celebrities, OpenAI is borrowing from a playbook perfected by social media companies such as Meta: Do whatever it takes to get users on the app and ask forgiveness later, said Thales Teixeira, a business professor at the University of California at San Diego. “First you grow, and…
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