Featured Research
Breaking Analysis: re:Invent '23 underscores a new simplicity mandate for AWS
AI - BY DAVID VELLANTE - DECEMBER 2 2023
With George Gilbert Generative AI has created a new mandate in enterprise tech with significant implications for all companies generally and AWS specifically. Amazon’s powerful playbook based on agility, developer…
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,…
Featured Research
AI
Breaking Analysis: re:Invent '23 underscores a new simplicity mandate for AWS
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?
