Larry Dignan @ldignan
Editor In Chief, Constellation Insights, part of @constellationr constellationr.com New York Joined January 2008-
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.@coursera's outlook highlights how genAI reskilling will be lumpy zurl.co/27P0 Coursera CEO Jeff Maggioncalda said, "we remain in the early stages of understanding how generative AI will reshape the way we live, learn and work." @ldignan
Blackstone, $BX, has sold 1740 Broadway in New York for $185 million, per NYP. Blackstone had bought it out for $605 million in 2014. This is a $420 million loss.
$MSTR holdings: 214,400 bitcoin holdings at a total cost of $7.54 billion, or $35,180 per bitcoin, as of April 26, 2024. Software revenue at end of Q1: $115 million, down 5.5% assets.contentstack.io/v3/assets/bltb…
.@soundcommerce CEO Eric Best: 'Data capability enables customer lifetime value' zurl.co/lDOq Eric Best said retail winners will increasingly be determined by how they leverage data and artificial intelligence to drive customer lifetime value. @ldignan
NEW POST: Enterprises Must Now Cultivate a Capable and Diverse AI Model Garden constellationr.com/blog-news/ente… It's time for CIOs to put commercial, open source, and private AI models into an operational foundation that enables choice, flexibility, effectiveness, safety. #ModelOps
$MSFT CFO Hood on fiscal year ahead. "We expect FY 25 capital expenditures to be higher than FY 24 expenditures over the course of the next year are dependent on demand signals and adoption of our services. So we will manage that signal through the year." Microsoft Azure revenue…
Alphabet said Q1 capex (mostly tech infrastructure) was $12b in Q1 and CFO Porat said "we do expect the quarterly capex throughout the year to be roughly at or above the $12 billion cash capex we had here in q1." $GOOG Maybe $META and its $35B to $40B capex doesn't look as bad…
This whole co-CEO thing was destined to fail. - VC
This whole co-CEO thing was destined to fail. - VC
Alphabet shows Q1 strength in Google Cloud, initiates dividend. @sundarpichai "We are already seeing developers and enterprise customers enthusiastically embrace Gemini 1.5 and use it for a wide range of things beyond Gemini for your build to other useful models, including our…
For those who do not understand what just happened: First, Q1 2024 GDP growth slowed to just 1.6% which is less than HALF of the 3.4% Q4 2023 number. This reading is roughly 50% BELOW Goldman Sach's expectations. But it gets even worse. At the same time, the US Core PCE Price…
Microsoft charges extra for many core security and compliance features. What can customers do (if anything) to try to minimize risk and save money? We have thoughts: directionsonmicrosoft.com/blog/microsoft… #MSLicensing
How @Verizon buckets its AI, genAI use cases zurl.co/Y0o1 Verizon CEO Hans Vestberg is splitting the telecom giant's AI use cases in three buckets: Optimizing processes, product experiences and revenue growth. @ldignan
SAP's Q1: Net loss on restructuring, cloud revenue growth of 24% via @constellationr @ldignan constellationr.com/blog-news/insi…
.@Informatica says it'll hit Q1 targets bit.ly/3JzaDG4 Informatica said its first quarter results will be at the upper end of its guidance given in February and is "not currently engaged in any discussions about being acquired." @ldignan
How @Verizon buckets its AI, #GenAI use cases via @constellationr @ldignan constellationr.com/blog-news/insi…
Aaron Levie @levie
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After 31 years, I'm retiring from @SportsRadioWIP this July. It's been a joyride, with great partners & producers. I immensely appreciate all the listeners who allowed me into their lives. Being part of Philadelphia's amazing sports scene has been a privilege.
The moment @nytimes sees you not as a startup any more but a publication that the startups are emulating... Look, ma, we're all grown up! "Instead of trying to reach everybody on the internet, they have kept more narrow lanes of coverage and targeted high-income readers,…
OWL WINS OSCAR! 🏆 Congratulations to Temple alum Da'Vine Joy Randolph for winning the Academy Award for best supporting actress. #Oscars2024 Temple Made and Temple Proud ❤️🦉
Box crossed $1B last year. Thanks to all the amazing customers, partners, developers — and importantly, Boxers — that made this happen! Now on to the next billion! marketwatch.com/story/software…
Jason, Some of my fondest coaching moments have been by your side these past 11 seasons. I’m so proud of the player you’ve worked to become and legacy you’ve built. I will miss having you by my side. It’s been my honor & I congratulate you on an incredible career. Stout out
Game 28: Downingtown, PA. Pennsbury 44, Downingtown East 23. The 16th seeded Falcons just wrapped up 4 straight District playoff games. Next up is another road game! This time it’s a quick jaunt up to Hazelton High school on Friday night in round one of the state playoffs.
Thank you @constellationr for an insightful #AXS2024 summit with amazing people, productive knowledge sharing, future thinking - and the city of Austin as a gorgeous live backdrop.
Game 26: Langhorne. Pennsbury 33 Neshaminy 28. Congratulations to @NeshaminyGBB on an outstanding season and their seniors on incredible careers. Falcons are in STATES Again!!!! 🟠⚫️ @SOLsports @HSGameOn @hooplove215 @PaPrepLive
“So it turns out that the most valuable acquisition the #Eagles could make this offseason won’t be a decent linebacker or a young cornerback but a Hefty bag of cannabis gummies for their head coach.” inquirer.com/eagles/nick-si…
Bravo, $NVDA !! The numbers are fantastic, but just look at how the Statements of Income & cash flows, the balance sheet and reconciliations are presented. This press release is a model for all public corporations to follow. Everything is provided in a clear, succinct manner.
Check out Thursday's recaps, which include must-read comments by Pennsbury coach Frank Sciolla about the importance of culture. Upper Dublin, Pennsbury, Hatboro, New Hope & Bensalem were winners. (Correct link) suburbanonesports.com/article/conten…
What’s incredible about AI is the rate of cost reduction and efficiency improvements. You can build things that are cost prohibitive today knowing they’ll become economically viable shortly.
NEW POST: A Comprehensive Guide to the #FutureOfWork in 2030 dionhinchcliffe.com/2024/01/18/a-c… I explore 40+ major trends that will drive the future of digital #employeeexperience + #digitalworkplace. It's an epic roundup of where #generativeAI + #emergingtech will take us this decade.
It’s an honor to finally and officially introduce (on the perfect day, no less) the EVH SA-126. I am so proud of this instrument and the incredible team that has been working on it for years. It will be available in 4 colors and you can get your hands on it this May.
Here's why generative AI disillusionment is brewing In 2023, generative AI was top of mind and vendors raced to build out offerings. Great insight @ldignan #GenAI #ArtificialInteligence constellationr.com/blog-news/insi…
Game 12: Fairless Hills, PA. Pennsbury (43) CB South (33). Sofia Vitucci finished the night with 21 pts, 7 rebounds. Layla Matthias was an absolute monster on the boards, pulling down 13 rebounds (10 offensive). Congratulations to Coach Frank Sciolla on his 500th Career Win.
Coach, congratulations for this significant milestone. As we have discussed, I am sure you are prouder of the relationships you have built with your players & coaching staffs during those 500 wins. Thanks for representing SOL girls' basketball in such a positive way. @PSD_GBB
The Lady Falcons BATTLE to get the win at the Nest 43-33. This win is also Coach Sciolla’s 500th career win!! Congrats coach on an incredible accomplishment!
Usually, a playoff game this one-sided will cause viewers to lose interest. But I suspect the prospect of seeing Jerry Jones’ face melt on live TV will keep people watching. #GBvsDAL
You gotta be a sick person to enjoy this monumental Cowboys collapse in front of the entire world.