Tag: finance
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Elusive Enterprise AI ROI: No scaling, it’s not legible, lack of skills/need for training
Despite everything, reports are still that enterprise AI ROI is elusive. At the same time, for enterprise buyers, the bill is finally coming due for the past year of AI amazement. It’s not cheap. What’s up with this elusive enterprise AI? Gartner has some survey-driven theories for finance departments. One theory is that there actually…
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AI use isn’t about firing people, it’s about making the people you already have more productive. You have to change your corporate system/culture to adapt to that: However, when finance leaders seek to identify where this return appears in terms of headcount shifts or cycle-time compression, the answers are less clear. These gains remain trapped…
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Enterprise ROI is elusive – maybe ROI is just headcount chopping, not revenue growth and “transformation”
From “that meeting could have been an email” to “that meeting could have been a ChatGPT session.” Recent Forrester survey summary: AI is still stuck in “efficiency mode.” In many organizations, a technology organization leads AI efforts and is treated as a cost center. Those CIOs are incentivized to optimize for efficiency, not growth. The…
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Spending less money on IT is always the priority, and how to get around it
The survey of more than 200 CFOs, taken during August 2025, showed that 56% of CFOs rank achieving enterprise-wide cost optimization targets in their top five. Gartner CFO survey. The easiest way to show the value of IT is to show how it means spending less money. There’s occasional moments where “ROI” is achieved by…
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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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Why the Housing Bubble Tanked the Economy And the Tech Bubble Didn’t
Why the Housing Bubble Tanked the Economy And the Tech Bubble Didn’t
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In the M&A world, you kiss a lot of frogs
I like this post on what filling up the deal-flow pipeline for VCs looks like. For example, a good bozo bit heuristic: One of the reasons that a meeting doesn’t go well is that the founding team will say they expect $50 million in revenue in 5 years, but they have difficulty articulating how they’ll…
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HFT tech
To illustrate this point during the opening keynote, George Kledaras, CEO of FIX Flyer, which creates algorithmic trading platforms, talked about how impossible it is for people to keep up and used the day when the statements from the Federal Open Markets Committee of the US Federal Reserve Bank are put out. The entire cycle,…
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Dell IR: we’re going to go hang with the nerds now
One of the more significant changes is that our financial results will be restricted to current institutional debt investors, prospective institutional debt investors and debt research analysts. The financials will only be disclosed under non-disclosure agreement (NDA). Given the restrictions on our financial disclosure, we will not be discussing our financial results with broad audiences…
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