Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
“The Build vs Buy Math Just Flipped For thirty years a software renewal was a simple question of renew or shop for a cheaper seat, because building the thing yourself was never realistic. That has changed. Gartner now puts roughly a fifth of enterprise SaaS spend, around”
Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
“The Build vs Buy Math Just Flipped For thirty years a software renewal was a simple question of renew or shop for a cheaper seat, because building the thing yourself was never realistic. That has changed. Gartner now puts roughly a fifth of enterprise SaaS spend, around”
Palihapitiya explains usual knowledge management fails because documentation drifts from building day one
“@DeepInsightLabs Good question. The usual failures happen because documentation is usually a separate act from building and often optional. Someone ships something new or a change, then maybe writes it down but the two start to drift apart from day one. Tribal knowledge is then what fills the”
Palihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption
“@JTLonsdale Not saying there aren’t exceptions but I’m talking about the existing, largest companies. Those that comprise the Global 2000. They are the source of most of these tokens and revenues to the labs. Their earnings growth has literally zero to do with AI or anything remotely close…”
Palihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption
“@JTLonsdale Not saying there aren’t exceptions but I’m talking about the existing, largest companies. Those that comprise the Global 2000. They are the source of most of these tokens and revenues to the labs. Their earnings growth has literally zero to do with AI or anything remotely close…”
Palihapitiya notes Anthropic's Fable model only 11% of revenue, sees long J-curve to positive ROI
“Interesting development. The latest models are also the most expensive. One can see a long J curve building, then, to get to positive ROI for these models if folks don’t want to pay for the latest/greatest. On top of that, if most enterprises are realizing that previous https://t.co/ANKAC2zGm1”