United Airlines CEO: ‘We’re probably doing more AI than anyone’ - Finding what AI is useful for: ”‘We started with an enormous number of [AI] use cases, and we whittled it down to the use cases that we want to spend money on,’ COO and President John Waldron said during an investor conference last week. Enterprises can’t chase every lead. The share of companies abandoning most of their AI initiatives bumped up to 42% this year, compared to 17% last year, according to analysis from S&P Global Market Intelligence.”
Snowflake must wait on customers' on-prem renewal cycles - You have to wait for the contract renewal window to put big systems in place, especially something as “heavy” as data.
Still a lot - private cloud check-in, Spring 2025
Where are the workloads?Let’s check in on how much private there is nowadays. I think it’s somewhere in the range of 40% to 60% of workloads1 globally. If you narrow down to “enterprises” (let’s say organization that have 5,000, even 10,000 employees), my sense is that the number goes way up, maybe 70%.
The way I think about the question “how much private cloud is there?” is “where are all the applications and services running.
What are people asking for when they want to see your tech's ROI? I don't think they're asking for ROI at all.
I’m thinking through the topic of ROI for infrastructure software again (obviously for our PaaS stuff). I get asked about this every year or two. Each time I look at it, I get more confused. This ask always come from sales, presumably because the buyers are asking it. But, I don’t think the ask is about the basic ROI calculations: the amount we paid for this tech is less than the amount of money we make using it.
Reinvent the Wheel - ”Reinvent for insight. Reuse for impact.”
Using ChatGPT as a therapist - …people like it.
How to Lead an All-Hands After Delivering Bad News - “Create a shared mental model to make sure your team understands what the new context means for how they work together."