Investors

Investors, Management, Organisation, Trend Spotting

Will CxOs have to navigate a re-run of 1848?

The year 1848 saw a wave of revolutions sweep across Europe, toppling monarchies and reshaping the continent’s political landscape. Nearly two centuries later, some observers are drawing unsettling parallels between the tumultuous events of that era and the growing unrest of our own time. As social, economic and technological forces converge in potentially explosive ways,…
Investors, Strategy, Trend Spotting

Does AI have a Best Before date?

Irony or prescience? On July 24, 2024, as tech stocks plummeted in a sudden AI-related market rout, researchers from the University of Cambridge and the University of Edinburgh published a groundbreaking study in Nature. The paper, titled “AI models collapse when trained on recursively generated data,” revealed a critical flaw in the development of artificial…
Executing, Investors, Management, Strategy, Trend Spotting

Latest News Reveals Business Risks in Cloud

The latest estimates show that the world market for Cloud infrastructure has grown by almost 20% in the last year, to $66.5bn in Q1 2023, and that’s 60% higher than two years ago. AWS is very much the leader with its Cloud revenues estimated at well over $25bn. All the leading hyperscalers have grown significantly…
Executing, Investors, Management, Organisation, Strategy

Three ways Cloud may be holding back your Business Plan

Cloud has become embedded in many firms as the weapon of choice for accessing computing power and storage without needing to own hardware. However, while Cloud has many advantages, there are some important disadvantages that business decision makers must navigate. Sometimes, the underlying disadvantages of Cloud can be overlooked and only become apparent when real…
Digitalisation, Entrepreneurs, Investors, Strategy, Trend Spotting

Why we can’t ask ChatGPT if it’s the future of technology

I’ve often wondered whether insight is simply a particular kind of logic. Did Steve Jobs visualise the visionary Walkman by joining the dots and seeing an area where plenty of human activity took place yet recorded sound was missing? Was the iPhone an obvious step to take five years after Blackberry had proven the appetite…
Entrepreneurs, Investors, Management, Strategy, Trend Spotting

Are you ready for the Post Everything world?

How the world has changed in such a short space of time. Just three years ago, Trump was in the White House, Jeremy Corbin was almost in Downing Street, and Get Brexit Done was everywhere in the UK media.  It’s hard to think of a major business assumption that hasn’t been turned upside down since…
Entrepreneurs, Investors, Management

Why change reveals the entrepreneurs

Paco and his family have run the cafe just off the beach here in Southern Spain for 35yrs, and it’s well known and frequented by locals, ex-pats and knowledgeable tourists alike. The Mollette Catalan are as popular as beans, bacon and eggs. Yet Paco is cutting his opening hours and telling us that he’s thinking…
Entrepreneurs, Investors, Management, Strategy, Trend Spotting

Business leaders need to know where Cloud is heading

I read somewhere that business is all about solving problems before someone else solves them for you. Certainly “Hope and Cope” is not a management strategy that has much going for it. Anticipation is everything, especially for business leaders in fast moving sectors like technology where it’s like driving at high speed. To correct a…
Entrepreneurs, Investors, Strategy, Trend Spotting

Netflix shows us that Cloud is a jungle

Good entrepreneurs and great salespeople share a key characteristic: at heart they are control freaks. In some it may all be fairly benign, carefully moderated and directed to get good things to happen, but control is what drives them. Michael Porter’s Five Forces is a well established device that’s used by market strategists to analyse…
Executing, Investors, Management, Organisation, Strategy, Trend Spotting

Why the Cloud carve-up makes life hard for SMEs

Revealing figures published recently in the FT show Cloud supply is highly concentrated in AWS and Azure, and they now command more than half the worldwide revenues in the sector. The rest of the vendors are fragmented and too dispersed for them to be able to exert any significant influence. They pick up what’s left….
Digitalisation, Entrepreneurs, Executing, Investors, Management

Three ways to solve the growing problems of Cloud scale-up

Once online technology services have been built and tested, attention shifts to delivering to customer, and Operations becomes the name of the game. Lots of new workloads must kick in to ensure that performance is up to scratch, services are resilient and robust, and all service problems and issues are identified and fixed quickly to…
Digitalisation, Entrepreneurs, Executing, Investors, Management, Strategy, Trend Spotting

Cloud vendors are taking us back to the 1960s

Trousers were flared, and flowers and funny smelling smoke were everywhere when Gene Amdahl worked as a computer architect at IBM in the 1960s. Back then, designing and building hardware was a big deal and very expensive. Only a few companies produced such equipment, and each was different from the rest. Software was big, complex,…