Featured Research
Breaking Analysis: The OpenAI meltdown...Winners & losers in the battle for AI supremacy
AI - BY DAVID VELLANTE - NOVEMBER 21 2023
Conventional wisdom says Microsoft is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today…
Breaking Analysis: The copilot era takes flight at Microsoft Ignite 2023
AI - BY DAVID VELLANTE - NOVEMBER 18 2023
Microsoft Ignite 2023 was one part a celebration of yearlong technological innovations, one part announcing the general availability of previously announced products, one part vision, one part ecosystem and four…
Breaking Analysis: IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity
AI - BY DAVID VELLANTE - NOVEMBER 11 2023
With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original vision. In our…
AnalystANGLE: dbt Labs' Vision and Strategy - A Bellwether for Data Platforms
AI - BY ROB STRECHAY - NOVEMBER 6 2023
Introduction In the ever-evolving landscape of data platforms, dbt Labs stands out as a pivotal player, driving the modern data stack’s transformation and offering innovative solutions that bridge the gap…
Breaking Analysis: The Gen AI power law - How data diversity will influence adoption
AI - BY DAVID VELLANTE - NOVEMBER 4 2023
Our research indicates that the adoption of generative AI is occurring across a variety of frameworks with diverse deployment models, data sets and domain specificities. The transformative power of…
Breaking Analysis: AI revenue riddle - Azure sees gains, when will other cloud titans see the surge?
AI - BY DAVID VELLANTE - OCTOBER 28 2023
In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity paradox. Ironically,…
Breaking Analysis: From hype to reality, the true state of AI adoption
AI - BY DAVID VELLANTE - OCTOBER 21 2023
MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the current anemic 1.2% productivity growth rate to 3% or even 4%. This would…
Featured Research
AI
Breaking Analysis: The OpenAI meltdown...Winners & losers in the battle for AI supremacy
AI
Breaking Analysis: The copilot era takes flight at Microsoft Ignite 2023
AI
Breaking Analysis: IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity
AI
AnalystANGLE: dbt Labs' Vision and Strategy - A Bellwether for Data Platforms
AI
Breaking Analysis: The Gen AI power law - How data diversity will influence adoption
AI
Breaking Analysis: AI revenue riddle - Azure sees gains, when will other cloud titans see the surge?
AI
Breaking Analysis: From hype to reality, the true state of AI adoption
