I’ve done a lot of blogging about the disconnect between AI perception and enterprise reality. They’re based on the fact that what enterprises tell me about their AI business successes doesn’t align with the popular view of AI, which is mostly as a kind of at-your-shoulder friendly generalist expert. Whether you accept this is up to you, but even if you agree with enterprises (and me) on this point, it doesn’t fully address the question of whether all the money being spent on big AI d...| Andover Intel
Over the last month, I’ve had (and blogged about) many conversations with enterprises on their AI transformation, covering goals, approaches, and project outcomes. One thread that’s kept coming up is the role of vendors in the AI project process, and in particular the concept I’ve called “strategic influence”. This is a measure of the extent to which a vendor can promote a project, set its goals, and guide its progress. Vendors with a high level of strategic influence are not only m...| Andover Intel
How many jobs are being eliminated by AI? We surely hear a lot of stories about how AI is making it harder for this or that group to find jobs, and plenty on how AI is going to have a major impact on employment down the line. OK, everyone has a view on the future, and most of them don’t pan out, but what about the present? If AI is stealing a lot of jobs, then we should see it in the project outcomes enterprises report. Do we?| Andover Intel
I’ve created, as an experiment, a podcast of my Andover Intel report “An Analyst View of Networking’s Evolution”, using Google Gemini Pro and Notebook LM. It’s in MP4 audio (.m4a) form, and it’s available on my website at https://www.andoverintel.com/From_Party_Lines_to_Digital_Twins.m4a. Please take a look if you’re interested, and comment on LinkedIn or send me an email to let me know your thoughts.| Andover Intel
Operations costs, opex. Nobody likes it, not enterprises and not operators. Would they spend more on equipment, on modernizing or changing their networks to reduce it? Sure, but with a caveat I’m sure you’ll recognize. Enterprises are happy to spend to reduce opex, if the result creates a reduction that lets them hit their traditional project target rate of return. Is that possible? Here’s the way 42 enterprises who ran all the numbers answered it.| Andover Intel
What could boost enterprise spending on network equipment? That’s a question that network vendors obsess over, but one that is (or should be) just as important to any vendor who wants to sell to enterprises. There’s also a corollary question, which is “Have tech vendors gotten focused on consumers, and if so what will that mean for the future?” Let’s try to deal with both questions.| Andover Intel