@holgerbsky
Travelling the globe as Constellation Research Principal Analyst on Enterprise Software trends w focus on #NextGenApps and #FutureOfWork - resulting in #EnterpriseAcceleration
Quantum simulates properties of the first-ever half-Möbius molecule, designed by @IBM and researchers bit.ly/4uiNSwh >> Congrats - if you care for #Quantum - this is a must read. #NextGenApps
On 3/26 @ 3 PM SGT, join me at @PeopleMatters2 TechHR Singapore 2026 as I share practical insights on how your enterprise can gain a true competitive edge in the era of AI and join me for a two-hour workshop on proven strategies to make AI work for your organization. bit.ly/49Mrzae
🔥 Ready for what's next in AI? Join the brightest minds at the AI Forum 2026 on March 19 in Menlo Park, CA. Bold talks. Real strategy. No fluff. AI for real-world impact. 👉 bit.ly/46okYka #AIF2026 #AILeadership #GenAI
.@Box brushes aside fears of AI’s threat with powerful earnings beat bit.ly/3Pj9Saj @SiliconANGLE @Mike_Wheatley “The hope is that AI will change that. By infusing AI into every aspect of its platform, it’s hoping to reignite its growth, but it will have to keep...” - #FutureofWork
.@OpenAI makes ChatGPT feel less ‘cringe’ with GPT-5.3 Instant update bit.ly/4b86tCy @SiliconANGLE @Mike_Wheatley “Shorter responses mean that less tokens are used. Of course, not everyone will be happy with the changes, but it’s impossible to…” #NextGenApps
.@Evervault raises $25M to scale its ‘secure-by-default’ approach to payment data encryption bit.ly/3N7RKQ1 @SiliconANGLE @Mike_Wheatley “Quite simply, dealing with this is not their core business, it’s just a distraction from the real business…” - #NextGenApps
AI is moving beyond automation into real investigative insight. This Friday @ 11 AM PT on @DisrupTVShow: Jason Lee, Chief Intelligence Officer at Moody's, Joe Pine, author of The Transformation Economy. Watch it here: bit.ly/4sbv28s @rwang0 @ValaAfshar
AI pilots are everywhere. Scaled deployments? Not so much. At #AI Forum 2026 on March 19, @ConstellationR analysts + enterprise leaders will unpack what it takes to move from experimentation to execution. Register here: bit.ly/46okYka #AIF2026 #AILeadership
Week 2 of the Q1 2026 @ConstellationR ShortList is live — adding 40 new & updated enterprise tech categories across Agentic AI, Decision Automation, Sovereign Cloud, Observability & more. Explore the vendors shaping what’s next: bit.ly/3MR9Plf #AI #EnterpriseTech
🚨 BT150 Nominations are OPEN. Know a leader redefining business with bold models, emerging tech, and human-centered leadership? Nominate them for the #BT150 and put their impact on a global stage. Nominate here: bit.ly/4trGT43 @rwang0 and me,
.@Amazon, @OpenAI forge multi-faceted partnership: Dissecting the deal bit.ly/4l0zFjs Amazon and OpenAI expanded a partnership and the initial headlines will revolve around the $110 billion raised to give the LLM giant a $730 billion valuation.
.@AnthropicAI vs. SaaS: A nuanced view bit.ly/4l4sO8M Anthropic has been portrayed as a SaaS assassin. Anthropic launches connectors and plugins to various enterprise apps and SaaS stocks tank.
For Middle East AI infrastructure, war is a risk factor bit.ly/4r9A5W1 AI infrastructure spending in the Middle East has garnered billions in investment, but the war with Iran highlights one of the biggest risk factors in the region.
AI pilots are everywhere. Scaled deployments? Not so much. At #AI Forum 2026 on March 19, @ConstellationR analysts + enterprise leaders will unpack what it takes to move from experimentation to execution. Register here: bit.ly/46okYka #AIF2026 #AILeadership
Salesforce's Agentic Work Unit: What you need to know bit.ly/46rCp3p Salesforce has a new metric--Agentic Work Unit (AWU). The big question is whether enterprises will adopt it. @ldignan
CoreWeave tops $5 billion in revenue for 2025, projects more hypergrowth 2026, 2027 bit.ly/46QoZhJ CoreWeave topped $5 billion in annual revenue as the company said, "demand continues to intensify." @ldignan
.@Dell delivers blowout Q4, outlook on AI infrastructure boom bit.ly/4cRNHSr Dell Technologies delivered blowout fourth quarter results and raised its outlook on strong AI infrastructure demand. @ldignan
New @CRTV episode 🎥 @holgermu and @lizkmiller break down SaaS markets and AI frameworks, while @ldignan shares what Anthropic signals for the industry. Plus Zoho’s strategy and what the 2026 ShortLists say about where tech is heading: bit.ly/4aFXklW
.@Uber launches Uber Autonomous Solutions, makes pitch to be AV commercialization, data layer bit.ly/4rwG0Wa Uber launched Uber Autonomous Solutions and the upshot is that the company is looking to be a data and monetization layer for autonomous vehicles.
New tech, same enterprise playbook: @OpenAI launches Frontier Alliances partner program bit.ly/3ZTO3jY OpenAI announced Frontier Alliances, which is a set of system integrators and consultants aimed at deploying "AI coworkers" across enterprises.
.@AnthropicAI expands Cowork plugins across enterprise functions bit.ly/4qWJoZz Anthropic added a series of connectors and plug-ins to Claude Cowork with the ability for admins to create private plugin marketplaces.
[German] Does the data center build-out create layoffs? @Holgermu of @constellationr chimes in with Daniel Schrader on @DCInsiderDe bit.ly/4l1wqII
MyPOV - Here is one of my key takeaways from @Zoho's Analyst Day last week - it is all about integration left right / top down. #Zohoday26
Friday @ 11 AM PT on @DisrupTVShow: Seth Ravin (@riministreet), @elizabethw723, and James Taylor unpack Agentic AI, smarter innovation bets, and why better questions may be a leader’s most valuable skill in the AI era. Watch it here: bit.ly/3OdpMCN @rwang0 @ValaAfshar
🚨 Nominations are OPEN. Know a leader redefining business with bold models, emerging tech, and human-centered leadership? Nominate them for the #BT150 and put their impact on a global stage. Nominate here: bit.ly/4trGT43 @rwang0 Thank yoU!
.@PaloAltoNtwks acquires Koi, adds AI agent endpoint security bit.ly/3Omn6Tl Palo Alto Networks said it will acquire Koi in a move that will add endpoint security to AI agents.
.@AnthropicAI launches Claude Sonnet 4.6 with computer use upgrades bit.ly/4qKMArc Anthropic launched Claude Sonnet 4.6, which is an upgrade that improves coding skills, computer use, agent planning and knowledge work.
.@Meta to double down on @Nvidia's AI stack, including CPUs bit.ly/4rxSn4r Meta is betting heavily on Nvidia's CPU, GPU and networking portfolio for its AI infrastructure buildout.
Construction robotics startup Sitegeist raises €4M to automate arduous concrete repair jobs bit.ly/4tCnbSZ @SiliconANGLE @Mike_Wheatley “AI is the secret sauce for robots, and will allow them to perform more complex tasks than they…” #NextGenApps #Robotics
AI success in #CX takes more than tech. It takes teamwork. At @IBM TechXchange, @LizKMiller shared how CX leaders + developers are turning AI into real impact. Big themes: accuracy & data quality matter most, CX is the top AI use case, and legacy systems still slow teams down. bit.ly/3ZTBLYV
