The Thirty Percent Confession

 

Last time I told you the AI industry is paying a tax it doesn’t have to pay — that a great deal of what we grandly call “AI” is really just looking things up, and we’ve chosen to do that looking-up on the most expensive silicon ever manufactured. A number of you wrote to say I was overstating it. Surely, you said, the people setting hundreds of billions of dollars on fire know something I don’t.

So this week I won’t argue with you. I’ll let one of the largest companies in enterprise software argue with you instead — because it already has, in a research paper it published itself and seems to have hoped you wouldn’t read too closely.

The company is Salesforce. The same […]

By |June 2nd, 2026|2026, Artificial Intelligence, Uncategorized|3 Comments
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Amazon is Becoming the New Microsoft

Sorry for again having taken too long to return to work. Or in this case the better term might be to recover.  Eye surgery on November 2nd did not go well so I am still blind. In fact blinder than ever. We’ll try again on November 27th after I’m fully recovered from a drug side effect that nearly killed me. But I’m not dead yet!

My last column was about the recent tipping point signifying that cloud computing is guaranteed to replace personal computing over the next three years. This column is about the slugfest to determine what company’s public cloud is most likely to prevail. I reckon it […]

By |November 17th, 2017|2017, cloud computing, Companies, strategy, Uncategorized|53 Comments
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Amazon’s cloud monopoly

GartnerCloudEarlier this year two different research reports came out describing the overall cloud computing market and Amazon’s role in it. Synergy Research Group saw Amazon as by far the biggest player (bigger in fact than the next four companies combined) with about 30 percent market share. But Gartner, taking perhaps a more focussed view of just the public cloud, claimed Amazon holds 82 percent of the market with cloud capacity that’s 10 times greater than all the other public cloud providers combined. I wonder how these disparate views can be possible describing the same company? And I wonder, further, whether this means Amazon actually has a cloud monopoly?


Yup, it’s a monopoly.

By |November 2nd, 2015|2015, cloud computing, Companies, competition, Internet, law, strategy|80 Comments
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