1/ The intense industry saga around @DeepSeek_AI continues unabated today.

Here's a big-picture take on what we know right now, why it matters.

How has it seemingly shaken up the AI industry overnight as well as international competition in foundation models? 🧵 2/ DeepSeek: The biggest wake-up call in AI in years

- @Meta is supposedly in 'panic mode'
- Stocks of ASML, TSMC, @NVIDIA have made major drops due to market fear
- The apparent lesson: There is no moat for high-end AI

The top players must accelerate to stay ahead.

1/ After months of painstaking research, I’m thrilled to share a groundbreaking new study on AI and the CEO.

@TheFuturumGroup + @Kearney surveyed 213 top CEOs across 19 industries, paired w/ in-depth interviews, to reveal a data-based picture on how CEOs are leading with AI. 2/ This isn’t yet another AI report.

It’s the first proven from CEO experience, actionable playbook for strategic AI implementation.

What’s working, where leaders struggle, and how they’re overcoming challenges.

AWS re:Invent 2024 SUPER THREAD

Matt Garman, CEO of #AWS, is on stage talking about the early days of AWS and selling early #cloud to banks.

Now discussing building the best buildings blocks for the cloud in the industry.

#reInvent2024

1/x Now #AWS’s Matt Garman summarizes the rich instance types they make available:

- Offers more compute instances than any other provider, with 850 different instance types across 126 different families
- Supports myriad use cases
- Large storage instances for databases and analytics workloads
- High memory instances for apps with in-memory requirements
- Fast networking instances for HPC and ML workloads
- AWS was the first and only cloud to offer Mac-based instances
- The #Nitro virtualization system allows AWS to differentiate:
- Delivers parallel performance
- Provides unparalleled security and isolation (key for #cybersecurity in cloud today)
- Innovate independently on instance types without redoing the entire virtualization stack

#reInvent2024

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#DIGITALTRANSFORMATION in 2024:

Great chat today with @alightman + @rafehm on a project they are working on.

We discussed the many lessons learned on how enterprises can better organize and execute on their tech transformation goals.

A 🧵of the key insights...

#CIO #CDO

1/x My first observation was that most orgs still organize around functional efficiency for marketing, sales, operations, and customer care.

This creates silos where the customer is tossed over the wall to each.

Instead, orgs must now structure around the top value streams.

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My 2022 Year in Review and look ahead to 2023…

An unusual year of ups + downs that took my research agenda to unexpected places.

Yet the result was invaluable + ended up taking my work to useful new places.

A longish 🧵 on #cio #cloud #digitaltransformation #FutureOfWork. 1/x First up is my detailed analysis titled “The #Cloud Reaches an Inflection Point for the #CIO in 2022.” It remains very pertinent reading.

Written as the cloud industry reached an early maturity point, it highlighted a top hot issue: Complexity

constellationr.com/blog-news/clou…

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