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Simon Wardley Profile picture
@swardley
Jul 5, 2021 • 8 tweets • 3 min read • Read on X
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Loved this. One slide which says it all. Before anyone goes "serverless is the future" ... no, "serverless is the norm" - it's just that so many are yet to realise this. Give it time, another five years or so ->
At which point, between 2024 to 2029, we will be reaching the "Oh f&*k" stage of enterprise adoption of serverless and you won't be able to hire serverless developers because every other company will be scrambling to do the same.
X : What's the future then?
Me : The future is always about practices, the technology is the underlying cause. The practices you should be concerned about today are highlighted in green (the grey is what you should have been concerned about in 2011).
X : I thought you said capital flow would be important?
Me : It will but you can't model capital flow until you model your supply chain. Right now, very few understand their supply chain, fewer their software supply chain and connecting it to value is as rare as hens' teeth.
Howver, that said, things like capital flow are part of the awareness bucket ... we will get there, eventually. Some sooner than others.
X : Do you have data for that graph?
Me : The graphic? It originally was a joke but alas it is one which is painfully close to something that seems to be happening.
It's the same with this old graphic ... a joke from an observation which seems to have become painfully close to reality.
X : How do I know when you're joking?
Me : I mark it on the graphic. But ... even when I'm joking, the best jokes have a grain of truth to them i.e. they are built from observation. Which is why they make you sometimes wince and go "that's us".

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More from @swardley

Simon Wardley Profile picture
May 9
dX: How do you deal with strategy?
Me: First, we need to answer the Where question, which depends a lot on the what and why.
dX: And?
Me: Ok, some very simple steps ...
Step 1: Visualise your environment. That means getting people to discuss, collaborate & challenge in order to create a "good enough" map of your environment. Should be a couple of hours.
Step 2: Look at what's changing which is competitor moves, your moves & economic patterns.
Step 3: Using the map, determine where you could invest/focus on. You're not making a decision yet, you just want the options. By now, you could have spent four hours on the exercise.
Step 4: Decide where you should invest i.e. look at the options using why & what
Read 8 tweets
Simon Wardley Profile picture
May 5
Those born in the 1890s experienced electrification, telephone, radio, television, nuclear age, penicillin, two world wars, commercial flight, computer age and a moon landing. By the 60s we had AI, VR and 3D printing.

Today, we have the internet / www and have improved stuff.
Is it me, or is human progress slowing down? Great breakthroughs, moments of change, and radical transformations seem like a thing of the past. What we call "revolutions" in industry today seems mostly a marketing slogan.
If you think back to 1957 and the Mark I Perceptron machine that was built at Cornell, then consider the changes in the previous 60 years ... you can't help but think they would be bitterly disappointed with how slow we have progressed in the following 60 years.
Read 17 tweets
Simon Wardley Profile picture
Mar 25
No surprises, this was clearly signalled back in 2015.

During this decade has the US disentangled its reliance on China in the semiconductor industry?

I'll let you guess.
We will be entering a phase in which the US high-tech industry (including the military complex) is highly dependent upon China, whilst China is not dependent upon the US.
For those who doubt how clear the intentions were ... go read Made in China, 2025.

China's government made its intentions evident in 2015. The US sabre rattling of sanctions reinforced that purpose whilst the US essentially continued with a misguided "market knows best" policy.
Read 5 tweets
Simon Wardley Profile picture
Mar 5
A couple of prompts with Claude 3 creates a Wardley Map for economic sovereignty in the defence space.

Not bad at all -

On par with political, military and defence folk I've spoken to. I'm also finding I can have a reasonable discussion about mapping with Claude 3.onlinewardleymaps.com/#clone:XvHskIi…Image
It's not perfect but it's not bad. There's more I want to interrogate Claude over ... i.e. the link to secure sourcing, the positioning of some components etc. But it's almost good enough that I can start a discussion over strategy and investment.
Anyway, upshot is that Claude 3, from my perspective, has left ChatGPT4 in the dust. Of course, I'll use Claude, ChatGPT, and Gemini to cross-compare for now but if I do start building anything more complex then the obvious path is AWS Bedrock which gives me Mistral etc.
Read 15 tweets
Simon Wardley Profile picture
Feb 28
dX: What is the single most significant problem facing AI today? Safety? Lack of skills? Inertia?
Me: Overinflated expectations by the business.
dX: You don't think AI will become widespread?
Me: Of course, it will; industrialised components are rapidly becoming cost of doing business. Don't confuse that with expectations. There will be an awful lot of disappointed businesses hoping it would create some advantage.
dX: I don't understand.
Me: Imagine you're just finishing off your plan for how AI will revolutionise your business. Six months for budget approval, one year to build team, 18 months to deliver something ... that's 3 years from now. Any advantage you thought of is long gone.
Read 9 tweets
Simon Wardley Profile picture
Feb 16
For those who don't know, I'm working increasingly on and with Glamorous Toolkit - ... I have become fascinated by our willingness to blame humans for problems that are created by our toolsets ...gtoolkit.com
... I saw this last night at Cloud Camp. Apparently, the issues with understanding, explainability and observability in AI are down to humans' inability to deal with complex environments... no, they're not. The problem is with the tools and the type of tools we are creating ...
... we've imported concepts from a physical world where tools are constrained by physics - hence a hammer is a hammer, a drill is a drill - into a world without such constraints. Rather than building contextual tools, we've built constrained tools.
Read 7 tweets

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