Europe doubles down on sovereign cloud, Anthropic shakes markets, and AI seeps into meetings, legislation, and IT services. Plus: Java for AI, portable agent “skills,” ERP disdain, and cultural scale reality checks.
Ask yourself: which lock-in would an enterprise CFO prefer: Being locked into a CRM that holds 15 years of customer data, process customizations, and institutional context that would take two years and $50 million to migrate? Or, being locked into a foundation model that could be swapped for a competitor by changing an API endpoint?
You had thought that maybe, oh, because you could be more productive with AI, then you save some time, you can work less. But then really, you don’t work less. You just work the same amount or even more."
🔗 The first signs of burnout are coming from the people who embrace AI the most
In its latest set of predictions, First said that this year, the upper bounds of its 90% confidence interval in fact approaches 118,000 CVEs, and according to the data, realistic scenarios suggest 70,000 to 100,000 disclosed vulnerabilities are “entirely possible”. The median figure for 2026, it said, would most likely be around 59,000."
Enterprise AI needs new apps, enterprise AI doesn't need new platforms
Enterprises should focus on resilience and learning in AI projects by experimenting with applications rather than building new infrastructure.
Relative to your interests, Saturday morning
The Draw Boy - Remove a bottleneck (usually humans), and supply can meet demand. New demand is created, people but more, new things are invented, people but those. New roles are often created to handle the new businesses. It Turns Out That When Waymos Are Stumped, They Get Intervention From Workers in the Philippines - Weird. The off-shoring jobs angle is ponderous. The top 1,000 Roblox creators earned an average of $1.
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 software business:
- Marketing
- Customer support
- Documentation
- Building trust
- Servers (speed)
Of course I’ll be writing a lot of code too, adding features, fixing bugs. But that’s the bare minimum now.
The Banquet, René Magritte, 1958.
The weird bastion stuff in D&D 5e 2024 makes a lot more sense after reading Dungeon Crawler Carl.
AI Reality Bites, Wall Street Panics, and Everyone Becomes an Architect
Original ContentA few things since last time:
Kubernetes use rising, large organizations slowest to adapt, not many people train their own AI model or deploy new AI models frequently - my highlights from the most recent CNCF state of stuff survey.
Enterprise ROI is elusive - maybe ROI is just headcount chopping, not revenue growth and “transformation” - Executives continue to say they don’t know how to measure ROI for AI, and/or that it’s low.