This Week in Enterprise Tech

This Week in Enterprise Tech, Week 11

May 02, 2024 Charles Araujo and Hyoun Park
This Week in Enterprise Tech, Week 11
This Week in Enterprise Tech
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This Week in Enterprise Tech
This Week in Enterprise Tech, Week 11
May 02, 2024
Charles Araujo and Hyoun Park

After a long hibernation, the tech market is waking up. IBM and Thoma Bravo make key acquisitions, and Rubrik goes public. Snowflake debuts its new LLM, the DHS reveals the members of its new AI Safety and Security board, and companies continue to overcommit to AI hype. Amalgam Insights’ Hyoun Park and The DX Report’s Charles Araujo sift through This Week in Enterprise Tech.

IBM acquired HashiCorp last week for $6.5B. Given IBM’s history of buying companies providing products and services similar to what they already have on hand, whether developed in house or picked up in a previous acquisition, what’s the strategy here? Hyoun and Charles discuss how HashiCorp fits into the IBM portfolio, and what downstream effects will be felt in the multicloud space.

https://newsroom.ibm.com/2024-04-24-IBM-to-Acquire-HashiCorp-Inc-Creating-a-Comprehensive-End-to-End-Hybrid-Cloud-Platform

In other acquisitions news, Thoma Bravo acquired Darktrace last week for $5 billion, taking it private. The market appetite has been renewed after a quiet time, but the trends are confusing. Charles and Hyoun dig into the specifics, and how it will affect CIOs evaluating mid-size vendors.

https://www.thomabravo.com/press-releases/thoma-bravo-announces-a-cash-offer-to-acquire-cybersecurity-leader-darktrace

Microsoft’s AI advancements are starting to have a noticeable effect on cloud spending, driving more Azure adoption in an environment where AWS has been dominant forever. How can CIOs balance the needs of their AI adopters and AI holdouts? Will the AI golden ticket allow Microsoft to finally catch up to Amazon in cloud adoption?

https://www.reuters.com/technology/microsofts-ai-lead-puts-amazon-cloud-dominance-watch-2024-04-24/

Snowflake recently revealed its new LLM, Arctic. Hyoun and Charles analyze its pragmatic “mixture of experts” approach, and how that will help make AI adoption more manageable and affordable. 

https://www.snowflake.com/blog/arctic-open-efficient-foundation-language-models-snowflake/

Sifting through AI hype: Cleanlab uses AI to detect AI “hallucinations” - at great expense, where a human expert is still more reliable. Moderna plans to automate all business processes using LLMs. Are there practical lessons to be taken away from these examples? Charles and Hyoun dig in.

https://www.technologyreview.com/2024/04/25/1091835/chatbot-hallucination-new-tool-trustworthy-language-model/
https://www.wsj.com/articles/at-moderna-openais-gpts-are-changing-almost-everything-6ff4c4a5?mod=djemCIO

The Department of Homeland Services announced the formation of its AI Safety and Security Board. Who’s advising the government on AI governance? How will they address AI governance challenges?

https://www.dhs.gov/news/2024/04/26/over-20-technology-and-critical-infrastructure-executives-civil-rights-leaders

This Week In Enterprise Tech is hosted by:

Charles Araujo of The DX Report and

Hyoun Park of Amalgam Insights

Show Notes

After a long hibernation, the tech market is waking up. IBM and Thoma Bravo make key acquisitions, and Rubrik goes public. Snowflake debuts its new LLM, the DHS reveals the members of its new AI Safety and Security board, and companies continue to overcommit to AI hype. Amalgam Insights’ Hyoun Park and The DX Report’s Charles Araujo sift through This Week in Enterprise Tech.

IBM acquired HashiCorp last week for $6.5B. Given IBM’s history of buying companies providing products and services similar to what they already have on hand, whether developed in house or picked up in a previous acquisition, what’s the strategy here? Hyoun and Charles discuss how HashiCorp fits into the IBM portfolio, and what downstream effects will be felt in the multicloud space.

https://newsroom.ibm.com/2024-04-24-IBM-to-Acquire-HashiCorp-Inc-Creating-a-Comprehensive-End-to-End-Hybrid-Cloud-Platform

In other acquisitions news, Thoma Bravo acquired Darktrace last week for $5 billion, taking it private. The market appetite has been renewed after a quiet time, but the trends are confusing. Charles and Hyoun dig into the specifics, and how it will affect CIOs evaluating mid-size vendors.

https://www.thomabravo.com/press-releases/thoma-bravo-announces-a-cash-offer-to-acquire-cybersecurity-leader-darktrace

Microsoft’s AI advancements are starting to have a noticeable effect on cloud spending, driving more Azure adoption in an environment where AWS has been dominant forever. How can CIOs balance the needs of their AI adopters and AI holdouts? Will the AI golden ticket allow Microsoft to finally catch up to Amazon in cloud adoption?

https://www.reuters.com/technology/microsofts-ai-lead-puts-amazon-cloud-dominance-watch-2024-04-24/

Snowflake recently revealed its new LLM, Arctic. Hyoun and Charles analyze its pragmatic “mixture of experts” approach, and how that will help make AI adoption more manageable and affordable. 

https://www.snowflake.com/blog/arctic-open-efficient-foundation-language-models-snowflake/

Sifting through AI hype: Cleanlab uses AI to detect AI “hallucinations” - at great expense, where a human expert is still more reliable. Moderna plans to automate all business processes using LLMs. Are there practical lessons to be taken away from these examples? Charles and Hyoun dig in.

https://www.technologyreview.com/2024/04/25/1091835/chatbot-hallucination-new-tool-trustworthy-language-model/
https://www.wsj.com/articles/at-moderna-openais-gpts-are-changing-almost-everything-6ff4c4a5?mod=djemCIO

The Department of Homeland Services announced the formation of its AI Safety and Security Board. Who’s advising the government on AI governance? How will they address AI governance challenges?

https://www.dhs.gov/news/2024/04/26/over-20-technology-and-critical-infrastructure-executives-civil-rights-leaders

This Week In Enterprise Tech is hosted by:

Charles Araujo of The DX Report and

Hyoun Park of Amalgam Insights