AGI may be far away, but jagged AI will still take jobs - by @ldignan https://t.co/M8EnSrCfLQ (via @jonerp)

The Ghosts That Hold Us Back: How Leaders Can Get Out of Their Own Way

"Starting with Trainium3, we're building Bedrock to be the biggest inference engine in the world. In the long run, we believe Bedrock will be as big a business for AWS as EC2." $AMZN

ICYMI: The draft EU Space Act (EUSA) contains clear discrimination against American space services providers, which could jeopardize the implementation of the July 2025 US-European Union trade deal. EUSA should not be adopted until it is amended. @rebeccagrantdc has written more

$AMZN Backlog in the third quarter was $200 billion and "doesn't include several unannounced new deals in October."

And $AMZN trails Google Cloud growth of 34%.

$AMZN is working off much larger scale, but AWS growth trails Azure at 40%.

Free cash flow for the third quarter was $14.8 billion for the trailing 12 months, down from $47.7 billion a year ago. $AMZN said that was largely due to buying property and equipment.

Who’s the biggest clown in your life right now? One-sentence story. Best one gets a code to send the clown a nose for free. GO.

Some interesting figures: $AMZN Advertising revenue in the third quarter was $17.7 billion, up 24% from a year ago.

Nice $AMZN quarter as AWS growth accelerated.

🏭 The rise of the AI factory is here. @TD_Synnex CIO Kristie Grinnell tells @ldignan how they’re building an AI-fluent org—using #AIagents to drive revenue, boost productivity & tackle tech debt across the global supply chain.💡 Data. Agility. Empowerment. Watch:

Google Public Sector is gaining beyond just the US federal market and outlined a series of state and city customer wins. #GooglePSSummit

Autonomous intelligence meets the decentralized economy. Forge, deploy, and monetize your sovereign AI creations. Soon on Shido.

Google noted that it has an extensive global network to support missions including 42 regions, 124 zones and 202 edge locations. Google executives didn't say it directly, but the subtext is that the company's AI infrastructure is already built instead of PR stage. #GooglePSSummit

A few themes to consider. There was an emphasis on Google Cloud's integrated AI stack including its custom TPUs that generate AI performance and cost efficiency. That said, Google Public Sector's keynote featured an extended partnership with Nvidia. #GooglePSSummit

Google Public Sector CEO Karen Dahut said there's urgency in government to leverage AI, transform and do it in a national secure way. “We believe agencies of the future will be powered by AI and agents that are ubiquitous and multimodal." #GooglePSSummit https://t.co/Q0dUoyMC1G

CCE 2025: AI agents: Dreams, reality and what's next - by @ldignan https://t.co/uq2jUs9d1G (via @jonerp)

Among CxOs, SaaS platform fatigue setting in https://t.co/odcEwqIRVt Every enterprise software vendor likes to talk about its platform as a way to enable AI transformation, automation and AI agents. But there are signs that platform fatigue is setting in among buyers. @ldignan

@JoannMoretti @ldignan @constellationr AI automating obsolescence instead of innovation? Classic. #cce2025

Quick Explainer - @Oracle's AI Data Offerings - let's bring some clarity -I am getting too many questions! #AIWorld

MyPOV: @salesforce makes its Agentforce 360 case to be your AI agent platform  https://t.co/F9ZhxeKnDh  Salesforce announced a series of product updates, a process intelligence acquisition and an Agentforce 360 architecture #DF25 @ldignan @constellationr

At Dreamforce 2025, Salesforce unveils Agentforce 360, a unified agentic AI stack to connect humans, AI agents, and more, and positions Slack as an "agentic OS" (@ldignan / Constellation Research) https://t.co/UXMbEthG23 https://t.co/dKrmEsQ2gz