Bridging the gap from Data to Decisions | Serial CPO/CMO | VP & Principal Analyst @ Constellation Research
Joined June 2008
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.@Meta optimistic about Muse, Meta Enterprise Platform returns bit.ly/3W3FZOM Meta said it will continue to invest heavily in AI infrastructure, but can't predict how efforts like Muse, Muse Wonder and Meta Enterprise Platform will juice growth beyond its core business.
.@SpaceX manufacturing is what's putting China ahead bit.ly/4ivG4DD @FoxBusiness @RiggsReport @rwang0 of @constellationr analyzes Big Tech's massive AI spending boom. Wang breaks down @Tesla's autonomous vehicle focus and @SpaceX synergies.
Security at machine speed has its growing pains bit.ly/3WmYTAh CTO of the Department of the Navy Justin Fanelli, Vice Admiral (Ret.) Timothy James White, Chief of Texas Cyber Command, and Jamie Wolff, CIO of the National Nuclear Administration, sparred over AI…
How will outcome-based pricing, AI-driven experience management, and evolving enterprise platforms reshape the future of business? On CRTV Ep. 141, Constellation analysts explore the promises, challenges, and what it all means for enterprise. Watch here: bit.ly/3WGZDAj
.@SAP delivers record quarterly revenue as its autonomous enterprise strategy picks up speed bit.ly/4ePJQp5 @SiliconANGLE @Mike_Wheatley “SAP will have to look at the root cause of its releative cloud weakness in North America, which ...” - @holgermu @constellationr
On Friday @ 11 AM PT, @DisrupTVShow interviews Jeff Jonas, Founder & Ceo of Senzing, David Bray, Distinguished Chair of the Accelerator, Stimson Center and Jeff Cole, Author of Disrupters at the Gate. Watch here: bit.ly/4yZEKyP @ValaAfshar @rwang0 #DisrupTV
.@Google Public Sector customers: Data foundation eases AI bottlenecks bit.ly/4yBzZKG The bottlenecks for agentic AI in government is the data underneath not the ambition or budgets. A set of data decisionmakers said making progress in AI depends on unified data …
Important MCP development: serving Agent Skills otentially tailored to the authenticated user.
MyPOV: move from connecting agents to tools toward delivering the instructions and capabilities needed to use them -> question: reflect current business rules, permissions, context.
.@Google unveils TorchTPU in a push to break @Nvidia’s stranglehold on #AI compute bit.ly/4z3IzD7 @SiliconANGLE @Mike_Wheatley “Rebuilding PyTorch is one of the best ways to do that, because it makes it easier for developers to move ...” - @holgermu @constellationr
AI vs. humans? A better question: how can AI help people do more? @DisrupTVShow, @jaltucher on decentralized AI, infrastructure. Ganesh Iyer of ASPR.AI shares how AI can help sellers judgment, relationships, outcomes. Watch it here: bit.ly/4jrcss8
There is no moat for LLM giants bit.ly/482vPk7 Inception launched Mercury 3, a large language model that uses diffusion to match mid-level models from Anthropic & @OpenAI, @Cloudflare announced a new set of System One models, and MiniMax M3.1 Flash was released on the…
