David Stanley

@ConstellationR VP - Top Analyst Firm-Disruptive Tech? Innovate? Negotiate? #OurDigitalFuture

[David Stanley @kiwigate]

Am I bias, maybe? But check it out and follow, I suspect you will love it. #toyfoxterrier https://t.co/hUN2nvPUCU

[Constellation Research @constellationr]

The CEO’s AI Dashboard (series begins): AI strategy is no longer an IT decision, it’s a CEO mandate. 72% of CEOs now lead AI decisions, while 50% say their job depends on getting it right. Over the next weeks, I’ll break down a practical framework for managing #AI value, data, governance, talent & economics.

Read more from Esteban Kolsky: https://t.co/qNhh6ha0Jp

[Constellation Research @constellationr]

🚨 Is AI finally delivering enterprise value?

Episode 131 of ConstellationTV dives into:
🤖 The AI productivity debate
📈 Why revenue intelligence is emerging as a growth engine
🔐 How Claude Mythos could reshape cybersecurity

Key takeaway: AI ROI is happening use case by use case.

Watch now: https://t.co/x5HnghoINA

#AI #EnterpriseTech #Cybersecurity @holgermu @CR_MSchneider

[Constellation Research @constellationr]

Physical AI is reshaping the real world — from humanoids to autonomous vehicles. But bridging digital + physical comes with real challenges: unstructured environments, Sim2Real gaps & data scarcity. Cloud providers like @NebiusAI x @NVIDIA are building purpose-built infrastructure to accelerate the full robot AI lifecycle — from simulation to deployment. Read more from @holgermu: https://t.co/794ZuNBVd4

[Constellation Research @constellationr]

Want a quick pulse on enterprise tech? @ldignan’s notebook delivers sharp, no-fluff updates on layoffs, data centers, earnings signals, and the macro trends driving decisions. Updated constantly—worth bookmarking: https://t.co/TrZJvM0hpW

[Constellation Research @constellationr]

🏆 Submit a nomination for the 2026 SuperNova Awards by June 19! If your team is using AI, data, cloud, or emerging tech to drive real business results — nominate them today: https://t.co/HzkMgQ00f0

Apply now and showcase your innovation.

[Constellation Research @constellationr]

These are the execs shaping the future. Meet the 2026–2027 #BT150: https://t.co/4XTfp8sqbG
Want to connect with them IRL? Join us at #CCE2026 this October: https://t.co/EzJO4gRfI8
#Innovation #ExecLeadership @rwang0 @holgermu

[Constellation Research @constellationr]

At #BoomiWorld2026, one lesson stood out: the companies seeing the biggest AI wins didn’t start with hype—they started with real operational pain points. Build strong data + integration foundations first, then use #AI agents to eliminate repetitive work and improve customer experiences.

Read more from @ldignan: https://t.co/VdgE9F6JJR @boomi

[Constellation Research @constellationr]

Physical AI is reshaping the real world — from humanoids to autonomous vehicles.

But bridging digital + physical comes with real challenges: unstructured environments, Sim2Real gaps & data scarcity. #Cloud providers like @NebiusAI x @NVIDIA are building purpose-built infrastructure to accelerate the full robot #AI lifecycle — from simulation to deployment.

Read more from @holgermu: https://t.co/794ZuNBVd4

[Constellation Research @constellationr]

.@MicronTech and SK Hynix surpass $1T valuation milestone on surging #AI memory demand https://t.co/SzTr2Y7GHd @SiliconANGLE @Mike_Wheatley “AI is the new gold rush, and where before it was shovels and picks that were selling as fast…” - @holgermu #Earnings #AIWars

[Constellation Research @constellationr]

📺 Did you know @CRTV_Show is on Spotify?

Same perspectives on #AI, #ERP, #agentic systems, and the trends shaping the market. Just easier to fit into your commute, workout, or whenever you have 30 minutes and a good pair of headphones. 🎧

Exhibit A: wise words from @lizkmiller in the latest CRTV debate on AI and"tokenmaxxing" ⬇️

🎶 Subscribe here: https://t.co/fZ5N6Dy5ZE

[Constellation Research @constellationr]

The #AI conversation has shifted. It's no longer about which model is best — it's about whether your org can afford, secure, govern, and staff the systems around it. Capability acquisition is over. Controlled execution is the new game. Read more from Esteban Kolsky: https://t.co/Vaytw0am5m

[Constellation Research @constellationr]

These are the execs shaping the future. Meet the 2026–2027 #BT150: https://t.co/udPYiaS3YS Want to connect with them IRL? Join us at #CCE2026 this October: https://t.co/oNw1GyYRWn #Innovation #ExecLeadership @rwang0 @holgermu

[Constellation Research @constellationr]

Revenue intelligence has evolved from a "system of record" to a "system of execution" — the backbone of the entire enterprise growth engine. Agentic frameworks. Real-time deal slippage prevention. Autonomous revenue ops. The RI market isn't just growing — it's redefining how companies sell.

Read more from @CR_MSchneider here: https://t.co/Ajajal93Yi

[Constellation Research @constellationr]

.@Nvidia market value reaching $6 trillion 'likely to happen': R 'Ray' Wang https://t.co/lxCsYzsVaP @FoxBusiness @VarneyCo @rwang0 of @constellationr discusses Nvidia's path to a $6 trillion market value and highlights other chip and memory stock picks.

[Constellation Research @constellationr]

Inside @Nvidia’s Record Quarter and the Global #AI Arms Race https://t.co/WA5Gi8juaZ @cheddar @rwang0 of @constellationr breaks down Nvidia’s blockbuster #earnings and the future of the AI chip race.

[Constellation Research @constellationr]

Most #AI deployments measure what's easy to count — deflection rates, handle times, tickets closed — not what actually matters. You're paying for outputs. Not outcomes.

And if you haven't stopped to ask which outcome you actually want? You've already bought the wrong thing.

Get the full scoop in this video with @lizkmiller & @8x8’s CEO Sam Wilson: https://t.co/kbv9L4F8Pk

[Constellation Research @constellationr]

Most PSOs are solving the wrong AI problem. Service delivery and service management are NOT the same. #AI can be probabilistic for delivery. But management—billing, forecasting, revenue recognition—demands deterministic, auditable systems. The winners will connect both. Learn more from @rwang0: https://t.co/FjFLIQfOE2

[Constellation Research @constellationr]

You can't bolt #AI onto a broken ERP and call it modernization. We talked to 100+ early adopters. It doesn't work that way. The orgs winning are modernizing the core — not papering over it with agents.

#ERP isn't dead. It's the foundation for the agentic revolution. Watch more from @rwang0: https://t.co/rVp1KQAxIO

[David Stanley @kiwigate]

Nvidia should be a $300 stock: Constellation Research's Ray Wang https://t.co/j65maaZc00

[Constellation Research @constellationr]

Who's driving change in the face of disruption? We just dropped the 2026–2027 #BT150 list — the boldest minds in digital transformation.

See the list 👉 https://t.co/4XTfp8sqbG

Then join us (and them!) at #CCE2026 in October: https://t.co/EzJO4gRfI8

@rwang0 @holgermu