Tag: SaaS
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🤖 Valiantys-Glean Partnership Bets That Cross-Platform Knowledge Graphs and Behavioral KPIs Are What Move Enterprise AI Past Pilots
Original: Enterprise AI is still stuck at experimentation – Valiantys and Glean think they know why by diginomica. Summarized by AI on June 3, 2026. Most enterprise AI pilots stall, and the diagnosis from Nathan Chantrenne, Chief AI Officer at Valiantys, is that the field measures the wrong things and fragments its tooling. The dominant…
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AI Is Normal Now – The Enterprise Is Not
Original Content Enterprise AI needs new apps, enterprise AI doesn’t need new platforms – I’ve been circling a theme this week after reading “AI as a Normal Technology” (Spring, 2025). This is some stream of conscious on it. Enterprises are gonna enterprise-y, especially with AI. Also available in LinkedIn, if you prefer that kind of…
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Two theories of the AI investor spook-out
First, there is the fear that AI generated apps will replace existing software companies. This from Benji Edwards at Ars: These releases occurred during a week of exceptional volatility for software stocks. On January 30, Anthropic released 11 open source plugins for Cowork, its agentic productivity tool that launched on January 12. Cowork itself is…
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AI won’t replace you. Your boss using AI to cut costs will. Your boss is not incentivized by utopian imagination, he is incentivized by showing his boss a lowering of costs so he can keep his job and lifestyle. The miraculous science fiction future AI shills often proselytize will not be realized in the halls…
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SaaS businesses not looking good now: Traditional estimates for this scope of work: Method Estimate COCOMO (lines-based) ~20,000 hours Feature decomposition ~9,000-12,000 hours Industry benchmark 5-6 years solo, 12-15 months with 5 junior engineers Traditional cost $750,000 – $1,500,000 What I spent: $1,800. That’s a 99.8% cost reduction. It’s also not a fair comparison—traditional development…
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ERP is moving to SaaS all the sudden
The proportion of enterprises that have replaced or plan to replace existing ERP systems with SaaS has doubled from 12 to 24 percent in the past year, according to research published this week by industry analyst firm Forrester. In addition, the numbers planning to use SaaS alongside on-premise ERP — for example in ‘two-tier’ ERP…
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Infor ERP moving products to AWS – Press Pass
A few weeks ago, I talked with Chris Kanaracus for his story on Infor moving parts of their application portfolio to Amazon Web Services. Chris said this looked like a pretty strong endorsement for using AWS, and asked for my thoughts, which were: Yes, this a nice vote a confidence for AWS. However, I think…
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A nice illustration of the problem shifting your customer base from on-premises to public cloud
Buried in this piece on Cisco doing some public cloud stuff is this little description about how the shift to public cloud creates a strategic threat to incumbent vendors: Cloud computing represented an interesting opportunity to equipment companies like Cisco, as it aggregated the market down to fewer buyers. There are approximately 1,500 to 2,000…
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CopperEgg tackles APM space under Idera (451 Report)
My colleague Dennis Callaghan wrote up an update around CopperEgg, the APM tool purchased by Idera in July of 2013. While you’ll have to be a 451 client to read the full report (or sign up for a free trial), here’s some excerpts: Now under Idera, CopperEgg has added real-user monitoring and repositioned itself as…
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The $158B data-driven advertising market
I guess this why companies like Oracle and IBM keep buying advertising SaaSes and such: The report estimates that in 2012, the data-driven marketing economy added $156 billion in revenue to the U.S. economy and fueled more than 675,000 jobs. To put that statistic in perspective, that’s nearly half of total U.S. expenditures on marketing…
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451 Research: Boundary wants to be your MOM – Boundary
Most of what I write professionally is behind a paywall now, so it’s fun when something gets unleashed. One of our clients, Boundary, re-printed a piece on them I wrote recently, which provides an update and overview of their business, and speaks to their new VPC-driven private cloud offering. Here’s an excerpt of the customers…
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Progress enabling SaaSify
“Our ISV customers have said, we want to be able to compete in the cloud,” explains CEO Philip Pead. So Progress also announced that it would be gradually moving its software components into the cloud, to create an all new "platform-as-a-service" offering. – Progress Software buys a new front end for its PaaS play You…
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