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The primary exposure to advances in technology for most is in the consumer world. Phones, video and gaming are driven by the latest innovations, but have been experiencing a softening of the markets. Analyst Neil Barbour returns with host Eric Hanselman to look at recent research in consumer technology and explore some global market shifts. Phone replacement cycles have lengthened and North American and European markets are softer. How saturated they are remains a question for discussion. The new iPhone announcement has raised interest, but the unknown impact of the need for AI-capable end user devices is still hovering in the future. There have to be compelling applications to complete the picture and they’re not yet fully defined. The markets will need more than early adopters to thrive.
Asia Pacific consumer technology markets are transforming and may offer interesting opportunities. Console gaming in China is seeing a focus that could drive an industry that is in the doldrums in other parts of the globe. Home broadband connections are projected to grow and could drive technology purchases. It’s still early days, though.
More S&P Global Content:
Evolving Technology Webinar Metaverse Digest: The latest global, enterprise and industrial developments Metaverse Digest: Augmented World Expo; Infinite Reality buys Landvault AI & the Laptop/Smartphone Replacement Cycle
For S&P subscribers:
Survey: Half of adults are in the metaverse; why is the other half holding out?Credits:
Host/Author: Eric Hanselman Guests: Neil Barbour Producer/Editor: Donovan Menard Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith -
The flagship event for Salesforce, its Dreamforce conference, returns to San Francisco and some of the 451 Research analyst team who will be there join host Eric Hanselman to talk about what they expect and the key issues that will be in play. Sheryl Kingstone is looking at practical technology implementations as enterprises try to make sense of the real delivered value that’s beyond the hype. Paige Bartley is exploring the challenges in balancing data quality and controls while supporting privacy and regulatory mandates. James Curtis is digging into the infrastructure technologies that are needed to support the innovation needed. Generative AI will be front and center in much what’s going on at Dreamforce. It’s already seeing significant application in customer service. But organizations are wrestling with managing data to feed their AI engines. There’s a growing question as to the role of platforms like Salesforce in becoming the overarching manager of all data resources, certainly one that will generate a lot of discussion at Dreamforce.
The annual 451 Research breakfast will be taking place at Dreamforce and listeners should contact the analyst or account team to register to attend.
More S&P Global Content:
Salesforce goes deep with an integrated generative AI strategy built on trust Sleep tight: Salesforce looks to advance vision of AI 'trust'Credits:
Host/Author: Eric Hanselman Guests: Paige Bartley, James Curtis, Sheryl Kingstone Producer/Editor: Donovan Menard Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith -
Saknas det avsnitt?
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The annual VMware Explore conference kicked off in Las Vegas in a new situation with the company now being part of Broadcom, after its acquisition. 451 Research analysts Jean Atelsek, Melaney Posey, Henry Baltazar and Liam Eagle were there with host Eric Hanselman and this special episode captures their insights about what was happening at the conference and how things have changed. After acquisition, there have been significant changes in VMware’s go to market motion, including a repackaging of products, a change in licensing model and some upheaval in its partner ecosystem. There has been a renewed focus on simplifying the private cloud experience to offer a more competitive position relative to hyperscale cloud providers. There has been a strong push on the merits of a private cloud-based AI approach, identifying benefits in cost, security and privacy. All of this momentum is being driven by a new version of VMware Cloud Foundation – VCF 9. There is lots of promise, but like the delivery date for VCF 9, specifics can be elusive.
More S&P Global Content:
Broadcom hits the reset button on VMware packaging, pricing, licensing and partnerships Changes at VMware as Broadcom takes over, but multicloud VCF remains the spear tipCredits:
Host/Author: Eric Hanselman Guests: Jean Atelsek, Melanie Posey, Henry Baltazar, Liam Eagle Producer/Editor: Odesha Chan Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith -
To predicate a business decision on the risk and potential reward, it’s important to understand the size of the reward. Correctly estimating the Total Available Market (TAM) and the smaller Serviceable Addressable Market (SAM) is critical to that planning process. Research director Greg Zwakman joins host Eric Hanselman to look at the challenges in creating TAM and SAM estimates that support decision processes and build a convincing business case. There are a host of difficulties, including a dearth of relevant data, that can lead to “narrative” sizing. The problem with enthusiastic storytelling, is that it may not lead to great decisions and it won’t convince business leaders or investors.
A realistic TAM/SAM estimate has to be built on a defensible foundation, starting with an assumption tree with its roots firmly fixed in achievable market values. Use cases for the products and services and the use case density informs the perspective on market motions. An objective assessment of competitors, their successes and market geographies complete the circle. Enthusiasm is a key part of making a product or service succeed, but the business case needs a lot more!
Network API TAM/SAM study (for S&P clients)
More S&P Global Content:Credits:
Host/Author: Eric Hanselman Guest: Greg Zwakman Producer/Editor: Donovan Menard Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smithwww.spglobal.com
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Connectivity had been having a moment through the pandemic, but the urgent need for high-performance interconnection has rolled back a bit and fiber optic networks and the markets around them are showing the effects of that change. Kagan analysts Natalie Colakides and Mohammed Hamza join host Eric Hanselman to look at what’s going on in fiber markets. While backbone business is solid, investments in last mile build out, the connections to homes, has slowed. As nations look to address the digital divide, the gap between the well and less connected, they’re having to push harder and invest more. The density of urban environments allowed greater scale, but rural fiber is more expensive to build per subscriber, given the lower density. At the same time, urban take up rates, the percentage of subscription to available services, are much higher than rural rates. It could be caused by rural often being served by brands that are less well known. More effective marketing could also be a key to accelerating fiber markets, but it will have to overcome latent friction in changing from existing services. With advances in digital homes, consumers will need more bandwidth eventually, but the question is when greater numbers of services and devices will drive them to upgrade. The stall in the current market has led to some consolidation-driven M&A and more may occur opportunistically. Growth is in the future, the only question is when it will happen.
More S&P Global Content:
Webinar: Fiber Investments in the Spotlight Navigating the Data Center Frenzy and Tower Asset Evolution Webinar: Beyond Connectivity - Digital Infrastructure Trends in Latin AmericaCredits:
Host/Author: Eric Hanselman Guests: Mohammed Hamza, Natalie Colakides Producer/Editor: Valentino Alfred Published With Assistance From: Sophie Carr, Kyra Smithwww.spglobal.com
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The soaring estimates for energy demand are impacting utilities, datacenters and the companies that rely on both of them. Sustainability targets are taking a hit as power providers grapple with meeting technology driven growth and Adam Wilson from S&P’s Commodity Insights team and Dan Thompson from 451 Research’s datacenter group join host Eric Hanselman to discuss where this is leading. Datacenter demand is real and new builds are kicking off that are fully funded. Power availability and cost have become a key criteria for site selection. Both datacenters and power generation investments are long term plans, often decades in the making, but the large shift in demand has upended those strategies.
Simply getting power from where it’s available to where it’s needed is one of the major challenges. Grid interconnection and power transmission improvements are underway to address some of the gaps, but new technology is many years away. Small modular nuclear reactors (SMR) are only in their early stages and battery storage is still maturing in its capacity. It may not be until 2030 when technology and grid capacity reach parity with demand.
This the final episode that completes the conversations that had started with the AI, datacenter and energy webinar.
More S&P Global Content:
Webinar Replay (registration required): Talk to the Experts - Artificial intelligence, Datacenters and Energy: Looming crisis or latest craze? Energy Research: Coastal radiation surplus in Q2 boosts earnings prospects for top solar owners For 451 Research Clients: US datacenter energy profile: Powering the AI economy For 451 Research Clients: 2024 US Datacenters and Energy ReportCredits:
Host/Author: Eric Hanselman Guests: Adam Wilson, Dan Thompsonwww.spglobal.com
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For the first time since the pandemic, the Kagan Media and Telecom Summit was back in person in New York, with a packed agenda looking at topics ranging from sports media rights to broadband technology and regulatory changes. Analysts Justin Nielson and John Fletcher join host Eric Hanselman to explore the insights and aspects that made up the Summit. There are media rights deals that have shattered previous records in the NBA and women’s sports, such as the U.S. National Women’s Soccer League. Advertising technology has changed how market participants are looking at monetization. Given this is an election year, ad spending will be booming and additional advertising channels add complexity to value and pricing.
Broadband was a new addition to the Summit program, given the importance of interconnection and the various developments that are roiling the markets. There are ongoing concerns about effective ways of addressing the digital divide, the gap between those that are digitally well-connected and those that are not, whether that’s because of availability or economic issues. The U.S. federal Broadband Equity, Access and Deployment (BEAD) program is trying to be the Rural Electrification Act (REA) for the new century, but funds have been delayed for years and still won’t address economic inequities. The intersection of broadband and content is swinging the pendulum on bundling of service offerings back to packaging of offerings, after years of focus on unbundling. Content providers, streaming services and service providers and hoping to garner new business as consumers look for simplification.
More S&P Global Content:
2024 Kagan Media Telecom SummitCredits:
Host: Eric Hanselman Guests: Justin Nielson, John Fletcherwww.spglobal.com
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With larger portions of IT budgets being consumed by cloud, there’s a greater imperative to understand the nature of price, value and availability of cloud services. Since its inception in 2015, the Cloud Price Index (CPI) has tracked the current state of cloud services across the globe. New data tools have made it even more valuable and analyst Gabriella Brown joins host Eric Hanselman to explore how clients are putting it to work and the trends that are shaping the changes taking place. Using a basket of goods model and scanning of millions of offered services, the CPI normalizes cloud capabilities, allowing comparisons between providers and regions.
The FinOps movement is bringing new rigor to managing cloud costs and building capabilities to plan more strategically. With a greater focus on sustainability, the CPI can target green and low carbon regions for workload deployment. It also tracks trends, like the reduction and, in some cases, elimination of discounts on new instance types. While they can offer better value in price for performance, it’s an indication that cloud providers may be looking at more margin retention in their offerings, as they adapt their supporting infrastructure to deal with demand from AI.
Host: Eric Hanselman
Guest: Gabriella Brown
Links to show content: https://clients.451research.com/reports?cat0=349
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Generative AI is having far reaching impacts on datacenters and new data shedding light on the nature and extent of the impacts. Analysts Melissa Incera and Dan Thompson return to the podcast to dig into the data and discuss the ramifications for enterprises, datacenter builders and operators and those putting AI to work with host Eric Hanselman. The computational requirements of generative AI are unique, taking demands similar to high performance computing or cryptomining and spreading them across a vast new community of users. The demands for GPU-based capacity are consuming more power, sometimes with order of magnitude increases. It’s also driving retrofitting of existing datacenters. The need for higher capacity and innovations like liquid cooling are causing a new surge. We’re at the beginning of the shift from a focus on model training to greater amounts of inferencing, changing where capacity is needed.
Looking at money flows in this market offers additional nuance. Investments in AI startups have been massive. Capital investments from hyperscalers in their own infrastructure is also massive, but it remains to be seen if they’ll pay off in equivalent amounts of revenue. Is all of this sustainable? It’s an complicated question in the many aspects of the word.
Host: Eric Hanselman
Guests:
Melissa Incera
Dan Thompson
Links to show content:
Webinar replay (registration required)
For 451 Research clients:
https://clients.451research.com/reports/204284
https://clients.451research.com/reports/204175
451 Research commissioned report highlights:
New Report from S&P Global Market Intelligence and Vultr Provides Unique Glimpse into Path to AI Maturity
Full report (registration required)
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There’s substantial cybersecurity risk in critical infrastructure and addressing it is a complex problem that involves regulatory and private sector efforts. Joshua Corman, founder of I am the Cavalry and the CyberMed Summit, and Rob Knake, cybersecurity expert and former federal cybersecurity official, join host Eric Hanselman to explore the nature of the problems and the challenges we face in addressing them. This is a conversation that continues from their session at the America’s Growth Capital’s annual West Coast Cybersecurity Conference that ran alongside the RSA Conference.
One of the challenges in securing critical infrastructure, is that it’s often addressed as independent activities. That can miss the impact of cascading failures that can occur, given the interdependencies that exist across utilities and the social services that depend on them. Ransomware attacks on hospitals have taken weeks to resolve, rather than days. The Colonial pipeline attack shutdown services for a week. Behind this is a set of challenges that need to be addressed on the scale of the Y2K crisis at the start of the century, but that lack a hard deadline. There is progress being made, but there is much more to do.
Host:
https://www.spglobal.com/marketintelligence/contributors/1535668/eric-hanselman
https://www.linkedin.com/in/erichanselman/
Guests:
https://www.linkedin.com/in/joshcorman/
https://www.linkedin.com/in/rknake/
Links to show content:
https://www.whitehouse.gov/wp-content/uploads/2023/03/National-Cybersecurity-Strategy-2023.pdf
https://youtu.be/dhJvslRRlFc?si=TmNbbRuh4MeSu0BO
https://www.rsaconference.com/library/presentation/usa/2024/getting%20serious%20critical%20disruptionsthinkingresponses%20%20rumors%20of%20war
https://www.cisa.gov/resources-tools/programs/chemical-facility-anti-terrorism-standards-cfats
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Rumors of the demise of the metaverse have circulated widely, but the latest revenue numbers and market activity are showing that it’s recovering from post-pandemic pull-backs. The industrial metaverse is showing strong growth and attendance at the 15th anniversary of Augmented World Expo USA is up. Analysts Neil Barbour and Ian Hughes are just back from the Expo and discuss their insights with host Eric Hanselman. Metaverse and augmented reality tools are shifting the conversation from human interface to humane interface technologies, looking to better convey information. Semiconductor advances are putting more power into headsets and glasses, and remote rendering and cloud streaming are offloading some of the computational load to the cloud. It’s a combination that is bringing the metaverse into retail applications and making it useful for the people who are putting it to work. AI is in the mix, as well, both building worlds and performing language translation.
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Over a decade ago, Marc Andreessen said that software was eating the world and today we could easily say that open source is eating the software world. It’s widely adopted and deployed and has become a key element of the IT landscape. The last year has seen some players shifting their approaches to the market, but have these affected the fundamental values of the open source community? Dr. Thomas Di Giacomo, Chief Technical and Product Officer at SUSE and Cloud Native Computing Foundation board member, joins host Eric Hanselman at the SUSECON conference to talk about some of the dynamics of the open source market. Enterprises are leveraging open source to reduce risk in experimentation and tapping into the innovations that are coming out of the open source community. It’s not always a simple path, but it’s one that more are finding attractive, particularly in light of upheavals in the proprietary markets.
Guest: Dr. Thomas Di Giacomo
Credits:
Host/Author: Eric Hanselman Producer/Editor: Kyle Cangialosi, Donovan Menard Published with assistance from: Sophie Carr -
While most of us have a basic understanding of phishing, the email attack tactic that’s been with us for years, attack techniques and the attacker community have been evolving rapidly. The speed of that evolution is outpacing the ability of users to detect the latest instances of phishing attacks and the advances are not slowing down. Poornima DeBolle, co-founder and chief product officer at Menlo Security, joins host Eric Hanselman to look at how phishing has changed and the options available to defenders. The days of misspelled, badly worded emails are disappearing behind us, being replaced by ever more targeted versions, enhanced with the power of AI. Defenses are being challenged, from new tactics to appear more trustworthy, to advanced proxies that can subvert multifactor authentication. There’s a greater need for technical protections, as attackers get better at outfoxing even the best trained users.
Host: Eric Hanselman
Guest: Poornima DeBolle
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IT buying sentiment has remained positive in the latest edition of the 451 Research Tech Demand Indicator study. It showed a strong start to 2024, but there were other signals buried in the data. Liam Eagle and Malav Parekh, two of the study’s authors, return to the podcast to join host Eric Hanselman to explore the results and their implications. The study explores spending sentiment and contrasts it with macroeconomic impacts, looking at shifts across demographics and technology verticals. Information security spending stays strong, but the gap between expectations in consumers is notable. High-income households are much more positive than their lower-income counterparts. The study data can inform those trying to make sense of the IT landscape.
Tech Demand Indicator webinar
Link to the 451 Alliance application
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Recent study results are identifying where AI is being put to work and how customers and end users are reacting to its use. Sheryl Kingstone, head of the experiences team, returns to look at the Voice of the Connected User Landscape: Connected Customer, Disruptive Experiences 2024 study with host Eric Hanselman. This longitudinal study tracks changes in attitude and use of AI. While there is significant use of AI, there are strong differences between generations across the study. One of the questions the study raises is how users will work with AI capabilities that are integrated into products and services. There has been a slight positive shift in attitudes as there is more practical use in writing assistance and content creation. Enterprises are starting to integrate traditional AI techniques, such as machine learning, with generative AI capabilities and having success in customer service applications. It’s a complex landscape that impacts how AI will be viewed and leveraged.
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Sentiment analysis is a common use case for large language models in generative AI and we’re kicking off Pride Month with a discussion of a recent study that examined the way firms are talking about LGBTQ+ issues in public statements. Returning guest Emily Jasper and Ilan Attar of Pronto NLP, who led the analysis, join host Eric Hanselman to look at what the study explored, how they trained the model used for the analysis, and some of the results. While many organizations make supporting statements around diversity, equity and inclusion, insights can be gleaned on the depth of the commitment expressed. It requires much more than the typical sentiment analysis, not only because of the common use of the word pride, but also because of the complexity of the environments in which supporting statements are made. In a year where DEI initiatives have been under strain, determining the level of “pinkwashing” that may be taking place can offer useful perspectives on positioning and support.
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The power required to fuel the wave of generative AI use could be massive, but there are many factors that will determine when the crest of that demand will arrive. Analysts Leika Kawasaki and Dan Thompson join host Eric Hanselman to look at recent research in current demand profiles and discuss where it’s headed. The demand for AI infrastructure is here today, but additional datacenter capacity takes years to build. Feeding AI hunger has become a supply chain problem. It’s demand that can reach 92 MW and will certainly go higher, when the full force of AI requirements are evaluated.
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As organizations push to realize the benefits of AI, they are increasingly challenged to deliver the necessary data to fuel their initiatives. While most have data repositories to draw from, the quality and accessibility of that data can be an issue. Shiv Trisal of Databricks and John Schirripa of S&P Global Market Intelligence, join host Eric Hanselman to explore the nature of these challenges and ways to address them. One of the major benefits of AI tooling is the democratization of access to data and it has to be a primary goal, but it’s not always easy to achieve. It means pulling together complex data sets and being able to wrap the necessary controls around them. Governance concerns demand better data quality at the outset, to make the path to implementation simpler.
This week’s guests:
Shiv Trisal, global industry lead for manufacturing and industry at Databricks
John Schirripa, VP, product management, distribution solutions, at S&P Global Market Intelligence -
In this special report from the RSA Conference, we hear from seven of the team who were there at the event. It’s a set of quick takes on the latest trends and take aways from the conference in discussions with host Eric Hanselman. Whether it’s AI, cybersecurity or M&A, there was a lot going on and a lot to sort out.
Guests:
Scott Crawford, Research director for information security
Garrett Bekker, Principal research analyst
Dan Kennedy, Principal research analyst
Paige Bartley, Senior research analyst
Mark Ehr, Principal research analyst
Justin Lam, Senior research analyst
Brenon Daly, Research director, M&A -
The flexibility and adaptability of cloud-based infrastructure brings great value to enterprises, but most have been wrestling with managing cloud costs. Melanie Posey, Jean Atelsek and William Fellows join host Eric Hanselman to look at FinOps, the cost management initiative that is looking to regain control of infrastructure costs in this new model. Hyperscalers are expanding their tooling and a bevy of startups are angling to optimize both operations and deployment. It’s not a simple path.
- Visa fler
