Dave Vellante
Latest from Dave Vellante
Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are …
The OpenAI meltdown: Winners and losers in the battle for AI supremacy
Conventional wisdom says Microsoft Corp. 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 than last Thursday, prior to the firing of OpenAI Chief Executive …
The copilot era takes flight at Microsoft Ignite 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 parts copilots everywhere. Copilots promise a historic software-led productivity increase. Perhaps for …
IBM turns the corner with Watson: Why 2.0 is a breakthrough opportunity
With Watson 1.0, IBM Corp. 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 view, a different dynamic is in play today with …
The generative AI power law: How data diversity will influence adoption
Our research indicates that the adoption of generative artificial intelligence is occurring across a variety of frameworks with diverse deployment models, data sets and domain specificities. The transformative power of generative AI for industries is colossal, and we are convinced that AI will …
AI revenue riddle: Azure sees gains, but when will other cloud titans see a surge?
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, Solow’s statement preceded the greatest productivity boom since the dawn of the …
From hype to reality, the true state of AI adoption
MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if artificial intelligence didn’t lift the current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government because it could …
Lower for longer: Tech spending remains tepid
We’re getting used to the phrase “higher for longer,” referring to the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the …
Cisco-Splunk under the microscope: Joint customers weigh in
Cisco Systems Inc.’s $28 billion acquisition of Splunk Inc. represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knothole, as seen by its margins …
Cloud security powers CrowdStrike’s momentum. Gen AI is next
George Kurtz is pumped up — and why not? The chief executive of CrowdStrike Holdings Inc. heads a business that appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. …