10 Comments

You've definitely won yourself a new subscriber this week and I've already shared this with 10+ people. I don’t see anyone else writing on this important subject with this level of fluency: bravo

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Trying to keep it real!

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You are right, folks “selling” AI to enterprises are mostly selling “snake oil”

That said, the real value / danger is new businesses that are ground up “AI powered” that take out existing behemoths especially in tech.

There is no company I am more bearish on that SalesForce.

The era of disaggregation of applications is upon us

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Yes, you have a point of course however these platforms are incredibly sticky and hard to abandon.

For example, I've been hearing about the "future of ERP" for years now and, instead, the next SAP seems to be SAP.

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IMHO the way they get disrupted is not by replacing them whole hog at any customer. That is doomed to fail

Instead it will be a classic low end disruption where the features of SFDC will be taken apart.

I mean even in 2019, I ran into a company about to start implementation of PeopleSoft long after it had been sunset

But no new customer adopts them

It will be a lot of “fun”

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Good one!

But it may be also a remiss not to mention the agent heavy consulting industry is laser focused on $billing hours. For any scope creep and delays it is the Consulting firm that usually gains the most over time. And guess who induces them the most!

How can consultants who have no working relationship with the employees of these big firms somehow become close confidant advisors almost overnight. Most of them are simply sucking up to the massive egos who are cutting checks, and playing politics of power dynamics to always stand to gain regardless of…

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How can they become advisors? They know the industry and they have worked at competing organizations. That's enough for executives to want to work close with them...

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Hmmm not really…I have seen so many consultants struggle at the fundamental levels of understanding for an industry…have worked for the Big-4 and seen it from very close quarters when the handwaving is enough for carpe diem!

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Off the cuff: the induction work to extrapolate a trend for such an extra-large industry from your anecdotal experience is an inappropriate leap imo.

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I can see why you are saying that/defending your position 😁

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