Collaborating Authors

Event Report: Google Cloud Industries Analyst Day


On March 31st, 2021, Google Cloud hosted an Vertical Analyst Roundtable. Google Cloud CEO, Thomas Kurian, opened up the day with a warm introduction on the role industries will play in the growth of Google Cloud. Lori Mitchell-Keller, VP of Industry Solutions shared how Google Cloud differentiates its approach to Industries with customers. The key industries and the leaders for Google Cloud's Verticals include: While most of the customers are focused on Level 1 and Level 2 capabilities, Google Cloud is starting to see growth in Level 3 vertical industry wins and becoming more competitive with both Amazon Web Services and Microsoft Azure in industry deals (see Figure 1). Google Cloud's customer wins at Amwell, Ford, MLB, Target, Unilever, Unity, and Verizon are proof points on the extent of the partnerships with industry for data-driven digital transformation.

News Analysis: MIcrosoft Doubles Down On The Metaverse With $68.7 B Offer For Activision


On January 18th, 2022, MIcrosoft announced its intent to acquire Activision Blizzard for $68.7 billion in an all cash offer. Constellation estimates that the combined deal will give MIcrosoft more than 10% of the gaming market. Activision titles such as Warcraft, Diablo, Overwatch, Call of Duty, and Candy Crush join Microsoft's Xbox game pass and PC Game pass. The massive collection of titles and digital assets can be leveraged to grow the 25 million subscribers on XBox Game Pass. POV: Gaming software companies along with movie studios are a great place to build a platform for future worlds.

Tuesday's Tip: Seven Factors For Precision Decisions In Artificial Intelligence - A Software Insider's Point of View


While market leaders and fast followers have not yet achieved mass personalization, the next rush is focused on investments in artificial intelligence (see Figure 1). Searching for a competitive advantage and fearful of disruption, board rooms and CXO's have rushed to artificial intelligence as the next big thing. The investment in pilots for AI's subsets of machine learning, deep learning, natural language processing, and cognitive computing have moved from science projects to new digital business models powered by smart services. With the goal of precision decisions, successful AI projects require more than just great algorithms or access to data scientists. The seven success factors for AI foreshadow a world where limited players can deliver AI smart services.

Trends: Quantum Computing Market Cap Tops $174 Billion


A recent analysis by Constellation Research found 241 companies in the Quantum Computing space in seven categories driving $8.512 billion in investment to date. A review of funding announcements, deals in pipe, and conversations with investors, demonstrated a tremendous appetite to fund all categories of the quantum ecosystem. The funding to date does not include investments from established digital giants such as Amazon, Google, IBM, Intel, Microsoft, and Nviidia. Across the seven categories, security represented the highest estimated market cap at $124.3 B followed by hardware companies at $23.2B. Full stack vendors who deliver the complete quantum capabilities will drive $14.6 B in estimated market cap.

Research Summary: Artificial Intelligence Delivers Mass Personalization In Commerce - A Software Insider's Point of View


Over the past four decades, valiant attempts at personalization have failed due to the lack of relevant and intelligent automation. Moreover, expectations of consumers and prospects have only grown. Currently, the fashionable approach is predictive. Prediction does a great job of using past history to foretell future patterns. If one knows a person always gets a specific type of coffee at the same time every day, that's predictive.