business

Expansive AI

There are few narratives on the impact of AI*. I’d like to propose 1 more. 1. AI is a Sustaining technology 2. AI is a Disruptive technology Sustaining Technology Under this view, advantage lies with the incumbent. Existing businesses benefit due to their distribution, proprietary datasets, and infrastructure advantages.

business

How long can public clouds keep growing?

Public Cloud Infrastructure adoption is expected to grow at CAGR 20%. What’s more interesting is seeing whether it can sustain this growth. * 2024 Revenue is forecasted to reach over $300B. A 20% CAGR is stellar for an industry this large. * Its biggest component revolves around data - Analytics, Warehousing,