BT150 zeitgeist: AI agent questions, SaaS ate the opex and job woes
AI agents are going to run into problems with standards, operating budgets are being squeezed by SaaS vendors and the war for talent is going to get interesting.
Innovation and Product-led Growth focuses on driving business expansion through continuous product innovation and user-centric development. This approach emphasizes creating products that solve real customer problems, deliver exceptional user experiences, and have the potential to grow organically through user adoption and word-of-mouth. By prioritizing product value and user satisfaction, companies can accelerate customer acquisition, increase retention, build a vibrant partner ecosystem, and achieve sustainable growth without relying heavily on traditional sales and marketing strategies.
AI agents are going to run into problems with standards, operating budgets are being squeezed by SaaS vendors and the war for talent is going to get interesting.
Nvidia reported a better-than-expected third quarter, raised its outlook and said that Blackwell shipments will begin in the fourth quarter. Data center revenue in the third quarter was up 112% from a year ago.
Walmart's ongoing bets in technology, AI, automation and omnichannel customer experiences are paying off as the retailer lands more share among higher-income shoppers.
Shopify is getting enough traction as an enterprise commerce platform that can deliver a real-time customer case study in two conference calls.
Enterprise software will be volatile in 2025 as customers increasingly question value, complain about upsells and added charges and assess whether agentic AI provides an abstraction layer to their existing applications.
IonQ's bet to focus on making quantum computing applications relevant for enterprises today instead of waiting for quantum supremacy appears to be paying off nicely.
At Constellation Research's Connected Enterprise, I caught up with Erik Severinghaus, Co-founder and Co-CEO of Bloomfilter, to talk process intelligence and software development. Here are some of the takeaways.
Here are the big themes to note amid this AI-fueled data center binge that is dominating hyperscale cloud earnings calls.
Constellation Research's Connected Enterprise 2024 spurred big ideas, a community of tech leaders and dozens of takeaways. It's a fire house of information designed to get you thinking about what's around the corner. Here are the takeaways.
With the results, Apple allayed some fears about iPhone sales. iPhone revenue was $46.22 billion in the fourth quarter ahead of expectations. However, Mac, iPad and services revenue fell short of what many analysts were expecting.
In 2025, you'll have to get ready for "knowledge," AI governance will move to the forefront, enterprise software models will be revamped, decision automation will depend on humans in the loop and data strategies will be a pain point.
Sunitha Ray, Field Operations CTO at Shopify, says there's a big difference between enterprise AI and generative AI and business leaders need to know the use cases and potential returns on investment for each category.