Palihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
“Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software”
Palihapitiya says major lab zero data retention insufficient for large enterprises
“@draecomino It doesn’t work in all cases as has been shown. It’s “reasonable best efforts” at best. For big companies this will be a non starter as they learn more.”
post Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
https://x.com/chamath/status/2084372072239681790
post Palihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
https://x.com/chamath/status/2088943590093275277
post Palihapitiya says third-party harness plus model interchangeability changes enterprise risk profile
https://x.com/chamath/status/2088163097785639109
post Palihapitiya argues four recent control planes govern model selection and cost but miss original intent
https://x.com/chamath/status/2089657363338825901
post Palihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption
https://x.com/chamath/status/2090547012928459088
post Palihapitiya corrects commenter mixing equity value with enterprise value on Airtable sale
https://x.com/chamath/status/2084623602398232993
post Palihapitiya says major lab zero data retention insufficient for large enterprises
https://x.com/chamath/status/2088200857061863867
post Palihapitiya suggests AI changes IT transformation program vendor selection calculus
https://x.com/chamath/status/2093082704946573707
post Palihapitiya promotes 8090 Software Factory Q&A session for enterprise leaders
https://x.com/chamath/status/2084378097579655230