Microsoft. Office and Windows are about 30-40% of their revenue, but was seems to be happening is the importance of those core tools is diminishing. Who cares about all the features of PowerPoint when I can just code up a HTML slide deck in minutes, what relevance does a spreadsheet have beyond data storage when I can equally process that data using AI. I don’t feel like AI is strengthening their moat, just breaking it down.
@heynavtoor Thanks for sharing @heynavtoor - what a positive side effect of AI coding. No longer does the biggest room of engineers win, just the community building what they need. Love it!
@mfishbein The old consultant playbook has been Discovery -> Design -> Build (or some form of). Anything you’re seeing different with these engagements?
@deedydas Someone’s coming for all that offline data there is in the world. This, that company shift paying staff to do normal jobs with a head cam. Prepare for more ‘capture’ than ever before.
The assessment on token use and cost here helps to anchor the benefit of using AI. Any process transformation should do the same. What does it cost today, what’s the cost to augment with AI, or the cost if fully token-sourced.
Seeing a Ferrari in real life has always been special. The colour, the sound, the shape. They all capture the intense emotion and passion of Italy. You don’t get that when you see a Renault, you don’t get it when you see a Tesla. I don’t personally get it here and an iPhone and a Ferrari should never be compared.
@signulll I post under this random personal brand because it helps me think. 100% of the time it goes nowhere - I mean I’ve got 7 fake bot followers. But I still like doing it. Go figure!
@ryancarson Spot on @ryancarson - 'work' is not going to disappear, rather the style of 'work' has forever changed. Those tokenmaxxing today might be burning a lot to begin with, but are exercising a muscle that is proving to be v. valuable.