Larry Dignan

AI agents, automation, process mining starting to converge Enterprise software vendors appear to be coalescing around the idea that process mining is an enabler for agentic AI and should be built into platforms. In recent days, process mining, task mining and...

Enterprise software vendors appear to be coalescing around the idea that process mining is an enabler for agentic AI and should be built into platforms. www.constellationr.com/blog-news/in...

Enterprise technology customers look to AI, efficiency to combat uncertainty Enterprise technology companies are leveraging artificial intelligence and technology to drive efficiencies designed to offset everything from tariffs and inflation to growth investments. Cognizant CE...

A quick Q2 tour of IT, AI and efficiency plans from enterprises. www.constellationr.com/blog-news/in...

AWS' AI strategy: Jassy's long talking and the big picture Amazon CEO Andy Jassy's long-winded defense of Amazon Web Services' AI strategy sure caused some consternation, but fears are likely misplaced. After all, nuance doesn't play well on Wall Street and n...

Folks don't get AWS or laws of large numbers....https://www.constellationr.com/blog-news/insights/aws-ai-strategy-jassys-long-talking-and-big-picture

The rise of good enough LLMs Large language models (LLMs) have reached the phase where advances are incremental as they quickly become commodities. Simply put, it's the age of good enough LLMs where the innovation will come from ...

Foundation models are reaching the point where for some use cases there won't be much improvement with upgrades. Do you really care if a new LLM is 0.06% better in math or reasoning relative to another you plan to use in the call center on the cheap?

Samsung lays out digital health plans with Xealth acquisition Samsung launched its latest devices--Galaxy Z Fold7, Z Flip7 and Watch8 Series--but the more interesting development may be the company's big bet on digital healthcare via the acquisition of Xealth. T...

Samsung launched its latest devices--Galaxy Z Fold7, Z Flip7 and Watch8 Series--but the more interesting development may be the company's big bet on digital healthcare via the acquisition of Xealth.

Salesforce launches Agentforce 3 with an observability tool called Command Center and MCP support, and says 8,000 customers have signed up to deploy Agentforce (Larry Dignan/Constellation Research)

Main Link | Techmeme Permalink

Why Everyone Feels Like They’re Faking It The concept of Impostor Syndrome has become ubiquitous. Critics, and even the idea’s originators, question its value.

If everyone has impostor syndrome, does it exist at all?

Uber AI Solutions expands, targets enterprises Uber is expanding its AI and data services unit, Uber AI Solutions, as it looks to support labs and enterprises looking to build AI models and deploy agents. The company is offering the data and AI pl...

I'm going to go out on a limb here and say that this Uber data and AI service is going to be a big business. Unique data set for models, and real problem to solve. What I do wonder about though is the talent part and Uberfying roles higher on the food chain. www.constellationr.com/blog-news/in...

Google Gemini vs. OpenAI, DeepSeek vs. Qwen: What we're learning from model wars Enterprise leaders should be forgiven for nursing a case of whiplash over the latest large language model (LLM) developments. Almost daily, there's some advance that generates headlines. Instead of ch...

My take on the LLM-go-round.

The data wars are just starting and agentic AI may be a trigger Agentic AI is likely to have an unwelcome side effect: Data wars and lawsuits between platforms. Process mining company Celonis filed a US antitrust complaint against SAP in the US District Court of C...

#AgenticAI is likely to have an unwelcome side effect: Data wars and lawsuits between platforms. Data access skirmishes will proliferate as millions of AI agents start trying to complete tasks autonomously.

Nvidia GTC 2025: Six lingering questions Nvidia's GTC conference kicked off with a long keynote from CEO Jensen Huang, a roadmap extending in 2028 and an integrated AI stack that's hard for rivals to match. Here's a look at the questions tha...

Agentic AI will lead to more AI infrastructure. Cheaper models will bring more consumption as will enterprise use cases. The wrinkle is that Nvidia's big customers--AWS, Microsoft Azure, Google Cloud and Meta--all are building custom silicon to lessen their dependence on Nvidia.

Enterprise AI: Here are the trends to know right now Enterprise AI is evolving at such a breakneck pace that it’s tough to keep up. AI, notably agentic AI, generative AI and the mutations to come, is rewriting business and society in real-time. Constell...

So many takeaways from @constellationr.bsky.social and its AI Forum this week. Here's everything that was covered.

Constellation Research Ambient Experience Summit 2025: 10 CX takeaways on people, data, AI Customer experiences and employee experiences are often comingled, AI has CX potential but it's only as good as the data quality, and maybe you should think of your AI agents as your children. These w...

Customer experiences and employee experiences are often comingled, AI has CX potential but it's only as good as the data quality, and maybe you should think of your AI agents as your children. These were a few of the takeaways from @constellationr.bsky.social Ambient Experience Summit 2025.

AI agents bring consumption models to SaaS: Goldilocks or headache? Enterprise procurement departments are already annoyed with software-as-a-service contracts and AI agents--and the consumption-based models that go with them--are likely to make deals even more compli...

Within a few weeks you can rest assured that your enterprise software providers will be layering in consumption models. CIOs are used to consumption models from their hyperscale cloud providers including AWS, Microsoft Azure and Google Cloud, but have struggled to manage those costs for years.

Workday aims to be system of record for AI agents, digital labor Workday is already a hub to manage human capital. Now it wants to manage fleets of digital labor--AI agents from Workday as well as third parties--via Workday Agent System of Record. The company also ...

Workday's bet is that HR and HCM should manage AI agents and digital labor as an extension of humans. Couple that with Workday's financial apps to track returns and it makes sense. Get ready for a bevy of digital labor management platforms (and likely another acronym).

Anthropic/EconomicIndex · Datasets at Hugging Face We’re on a journey to advance and democratize artificial intelligence through open source and open science.

I really like how @anthropic.com is sharing data sets on core AI adoption topics and then sharing the data. Was able to highlight this in class right away.

DeepSeek's real legacy: Shifting the AI conversation to returns, value, edge The legacy of DeepSeek will have little to do with the engineering and performance of the model. The real impact of DeepSeek will be that it has shifted the AI workload conversation from hardware and ...

The legacy of DeepSeek will have little to do with the engineering and performance of the model. The real impact of DeepSeek will be that it has shifted the AI workload conversation from hardware and GPUs to efficiency, cost for performance and the application layer.

Well Meta already controls a lot of brains and memories. Might as well seal the deal.

The Investor Betting on People In Their 50s and 60s—Because Older Is Better Forget what you think you know about brilliant young entrepreneurs. Most people who start successful companies are in middle age or beyond.

A bit contrarian. A good read on older entrepreneurs.

This is also a valuable resource for sky users

theblue.report

Qualcomm, Arm cheer cheaper models, AI inference at the edge CEOs from Qualcomm and Arm say that AI inferencing will increasingly happen at the edge in multiple devices as large language models become more efficient and need less compute. The buzz around DeepSe...

CEOs from Qualcomm and Arm say that AI inferencing will increasingly happen at the edge in multiple devices as large language models become more efficient and need less compute.

CxOs need to focus on quantum computing readiness, not the noise Quantum computing vendors IonQ and D-Wave Quantum touted strong bookings for 2024 and the fourth quarter and said systems are showing near-term usefulness and commercial potential. The disclosures wer...

But also think through use cases, which will likely be hybrid and delivered through the cloud.

Taking stock of quantum computing’s kerfuffle and what's next For an industry that's allegedly 15- to 30-years from being useful there’s a lot of news being generated from quantum computing. As previously noted, CxOs need to think through quantum computing and p...

CxOs need to monitor the great quantum computing debate.

Here’s what Nvidia CEO Jensen Huang said about quantum computing, Project Digits and robotics Nvidia CEO Jensen Huang said useful quantum computers are more than a decade away, Project Digits fills a big void for data scientists and developers and serves as a personal AI cloud, and human robot...

This latest use caes comes a few weeks after Nvidia CEO Jensen Huang said quantum computing commercial viability is 15 to 30 years away.

Quantinuum launches generative AI quantum framework, sees quantum computing as synthetic data generator Quantinuum launched its Generative Quantum AI framework that aims to combine AI, quantum computing and supercomputers to address problems classical computing can't solve. The launch of "Gen QAI" is de...

Quantinuum launches generative AI quantum framework, sees quantum computing as synthetic data generator. This is just one part of the growing hybrid quantum-HPC stack that's emerging.

Here's the WIRED piece from 1AM, reporting that -- contrary to White House claims -- a 25-year-old Musk lackey has obtained direct access to Treasury Department systems responsible for nearly all payments made by the US government:

www.wired.com/story/elon-m...

Palantir US enterprise demand surges as Q4, 2025 outlook strong Palantir delivered better-than-expected fourth quarter earnings, closed 32 deals worth more than $10 million, and gained enterprise momentum. The company reported fourth quarter net income of $79 mill...

Palantir delivers another beat and raise quarter. Q4, 2025 outlook strong amid enterprise revenue surge.

Here’s what technology buyers say about AI, technology, transformation Earnings season for the December quarter and the January conference calls that follow are great for setting the scene for enterprise technology buying cycles for the year ahead. Many of the major ente...

Here's a look at what CxOs were saying about tech spending, AI and transformation on earnings calls. The comments from CxOs highlight an optimistic view of AI and technology transformation as well as the benefits of automation. However, CxOs are focused on efficiency as well as financial prudence.

IBM Q4 better than expected, genAI business surges IBM delivered better-than-expected fourth quarter results and said its generative AI business including consulting and software is now a $5 billion business, up from $3 billion in the third quarter. T...

And IBM says it sees some AI traction as business is $5 billion, up from $3 billion sequentially.

Microsoft Q2: Azure revenue growth of 31%, AI revenue run rate of $13 billion Microsoft reported strong second quarter results with revenue growth of 12%, Azure revenue growth of 31% and an AI business annual revenue run rate of $13 billion. The company reported fiscal second q...

AI revenue run rate for Microsoft impressive, but Azure growth doesn't stun Wall Street.