thomas.wieberneit@aheadcrm.co.nz
Clash of Titans – SAP, Oracle, Microsoft, Oracle Quo Vadis?

Clash of Titans – SAP, Oracle, Microsoft, Oracle Quo Vadis?

by | Oct 11, 2016 | Analysis, Blog |

Following all those announcements of AI, machine learning, IoT, IaaS, PaaS and what not over the past months, I was beginning to wonder where the big business software vendors are going. What is the game plan of Microsoft, Oracle, Salesforce, SAP? How does newcomer Adobe fit in there? Maybe Amazon and Google, too; or Facebook. It is a time for another Quo Vadis – this time: Quo Vadis, industry? Clash of Titans In the last about 2 – 3 years we have seen a strong acceleration of innovation, or at least talk about it. Cloud computing, offering nearly unlimited scalability and elasticity of computing resources has become main stream. Cloud computing also allows for nearly 100 per cent uptime Since the advent of the iPhone (yes, I know this was earlier than 2013) the proliferation of sensors has increased a lot, resulting in them becoming cheaper and cheaper, allowing for an increasing number of data rich applications This has also driven fast mobile connectivity, which has become nearly ubiquitous; maybe except a few blessed spots on this planet, which will be covered soon, too. Think of Google’s Balloon project or Facebook’s drone Memory has become dirt cheap, and fast In-memory technologies, No-SQL databases, Hadoop, Spark, and improvements of analytics algorithms make it possible to work with huge sets of data in real time The (re-)emergence of AI technologies, progress in machine learning and deep learning, enabled by the now available computing power, help in pattern recognition that allows machine driven suggestion, prediction, and prescription of actions, based upon huge amounts of data Data, be it machine-generated or human created...
Is a Twitter acquisition pending? A Snap Analysis

Is a Twitter acquisition pending? A Snap Analysis

by | Sep 24, 2016 | Blog |

Back in June most of us got surprised by the news that Microsoft has acquired LinkedIn. Neither of us deemed this a bad move from a company point of view. There ae just too many potential synergies between MS Dynamics CRM, Office365, Azure on one side and LinkedIn, as the leading business network on the other. At that time many of us, including myself, were musing about when Twitter will be acquired, and by who. #MSFT acquired #LinkedIn – Twitter now the last source of global personal #data. Is it up for grabs? Who would buy? #AAPL? #Google? — Thomas Wieberneit (@twieberneit) June 16, 2016 thinking of it – @SAP might find Twitter a good match, looking at their recent offerings #bigdata #AI #analytics https://t.co/sgUpcLgRBK — Thomas Wieberneit (@twieberneit) June 16, 2016 My initial guesses have been Apple or Google, then suggesting SAP to have a look into it. Thinking of it I could have added Oracle, IBM and Salesforce or media companies including telcos into the mix. In brief, a lot of companies should be interested in the treasure pit of data, behavioral data, that Twitter holds. Why? There are multiple reasons. Twitter is the last remaining independent social media outside Facebook and the big Chinese ones that the big western companies will not get access to; Tencent, Alibaba, Momo, etc. are rather buying it themselves than being for sale (to a western company), Facebook doesn’t need to. Twitter has a profitability and growth challenge, but an interesting technology and, importantly, is a great source of real time information about a lot of topics, from business to consumer....