Tuesday's Tip: Why Unethical Marketing Costs Tech Vendors 100’s of Millions Every Year rwang0 Tue, 03/26/2024 - 14:06 What Every Tech Vendor CEO and CFO Should Know About Their CMO’s Wasted Investments In Vanity Metrics Marketing professionals face massive pressure to show that their marketing investments have paid off. In a zero-interest rate environment, budgets were flush and marketers had a lot of leeway in building brand, hosting amazing events, and buying ads to improve market presence. However, a shift to a five percent interest rate environment has many CMO’s focused on performance mar ..read more

New Analysis: Nvidia GTC 2024 Is The Davos of AI rwang0 Mon, 03/18/2024 - 06:01 New Chips, New Business Models Ahead In Accelerated Computing   Nvidia stock is up 267% YoY.  With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose.  The key things to look for in the keynote: New B100 Chip replacement.  Built by TSMC, the new chips are expected to be advanced 3nm design.  NVIDIA ..read more

Monday's Musings: Will AI Force Centralized Scarcity Or Create Freedom With Decentralized Abundance? rwang0 Sun, 03/10/2024 - 10:19 Age of AI Ushers Exponential And Transformational Power In The Hands Of A Few Society has often swung from centralization to decentralization and back in the distribution of power and rights.  Living in a culture of abundance versus a culture of scarcity can alter the prioritization of decisions, the quality of interactions, and the overall optimism or pessimism of a society.  AI has the power to transform societies for both good and evil. Take the clima ..read more

Monday's Musings: In An Age of AI, Death To The Pyramid Model, Long Live The Diamond rwang0 Fri, 03/01/2024 - 22:39 The Traditional Pyramid Is Under Attack Most professional services firms have operated in a pyramid model where the most senior owner of a P&L would have a staffing ratio of 1:3 to 1:5 and their next reports would have a staffing ratio of 1:5 to 1:10.  This pyramid structure would continue until the last level. There could be as many as 8 to 10 levels in a structure that looks like this with billable rates per hour that would correspond to seniority and level of expertis ..read more

News Analysis: Finance In The Age Of AI - Microsoft Copilot for Finance rwang0 Thu, 02/29/2024 - 05:34 The Leap Year Brings Announcement Of A New Copilot -  Finance Microsoft announced the public preview of Copilot for Finance.  With tools such as Copilot, the user experience begins and ends with generative AI.  In conversations with Corporate Vice President of Business Applications Engineering - Charles Lamanna, Corporate Vice President of Business Applications Marketing - Emily He, Vice President of AI-led ERP Engineering - Georg Glantshnig, users can now apply generative AI a ..read more

Monday's Musings: Trust In The Age of AI rwang0 Sun, 01/14/2024 - 18:59 Enter AI And The Real Fourth Industrial Revolution Running out of ideas to inspire, a false fourth industrial revolution was coined by the World Economic Forum. The move to digitization and digital transformation was a necessary half-step to the move towards AI.  While some will now profess that the Fifth Industrial revolution is AI, AI is more exponential than the internet or the fake fourth industrial revolution.  The dawn of the fourth industrial revolution begins with AI. This Cognitive Era will be with us fo ..read more

Event Report: Rebuilding Trust - The 2024 Davos Agenda rwang0 Sat, 01/13/2024 - 01:24 The World Economic Forum's Four Themes Seek To Rebuild Trust The 54th annual convening at Davos brings 2700 delegates from over 130 countries to officially attend the World Economic Forum’s event.  Meanwhile, an additional 5000 individuals join events around Davos in a series of programing known as UnDavos.  This year’s official Davos proceedings center on four main themes: Achieving Security and Cooperation in a Fractured World.  The forum hopese to find ways to deal with security crises and ..read more

Survey: 2023 H2 CxO Business Confidence Survey rwang0 Fri, 12/22/2023 - 14:00 Introduction Constellation’s 2023 H2 “CxO Business Confidence Survey” assesses the confidence of C-suite executives in today’s business and technology climate as well as their financial outlook for 2023. The survey asked respondents to identify top business issues impacting their enterprises, weigh in on their state of investment in digital technologies, and confirm which service and software vendors are top of mind in the industry. Every enterprise has been affected by the generative AI boom in 2023, particularly it ..read more

Big Idea: Return on Transformation Investments (RTI) rwang0 Thu, 12/21/2023 - 12:42 Executive Summary Many organizations have performed classical cost-benefit analyses to determine the impact of business technology projects. Although these approaches account for the quantifiable metrics, they often fail to capture key attributes such as probability of success and level of difficulty in project type.  Today’s artificial intelligence (AI) and business transformation projects require a much more holistic approach when evaluating the value created for an entire organization. Consequently, bo ..read more

Trends: Tech IPOs Will Come Back In 2024 rwang0 Tue, 12/26/2023 - 14:47 Two Year IPO Drought Coming To An End In 2023, only 148 companies completed an initial public offering (IPO). This was the worst year on record and followed a 15% decline from the number of IPO's in 2022, another disappointing year.  In 2023, ARM was the sole blockbuster tech IPO.  After a brutal two years with a paucity of tech IPOs, the market is poised for a resurgence in 2024.  Why? The Federal Reserve is set to reduce rates two to three times, an election year usually bodes well for the general economy ..read more