The AI Model War: Anthropic vs OpenAI | Utilizing AI Ep. 16

We've been hearing that AI coding assistant spell the end of enterprise software. With so many new models appearing daily, it's easy to buy into this, but LLMs are more a revolution in user interface than in software development. And this is already making enterprise software and hardware more valuable.

In this episode of utilizing ai, Brad Shiman, Olivier Blanchard, and myself talk about the end of the world as we know it and why we still feel fine. Welcome to utilizing ai, the podcast focused on practical applications of artificial intelligence from the Futurum Group. Every Wednesday, we explore new use cases in the ways in which AI is transforming enterprise IT and the industries it serves.

I'm your host Stephen Foskett, president of the Tech Fuel Day Business Unit here at the Futurum Group. And before we dive into this discussion, let's meet who's on the panel today. Olivia.

Hi, I'm, uh, Olivier Blanchard. I'm a research director at the Futurum Group, and my focus is intelligence devices or AI enabled devices, basically. So anything from, you know, smart rings to automotive with, uh, obviously robots increasingly becoming part of my portfolio.

And hi everybody, I'm Brad Shiman. I'm VP Practice Lead for data Intelligence, analytics, and Infrastructure. Yes, there is a theme emerging here with intelligence, um, or what we presume to be intelligence, but, uh, great to to be on the show this week.

Excellent. Yes, and, uh, as I said, I'm Stephen Foskett. I run the AI Field Day event here along with hosting this, uh, utilizing AI podcast.

Now, we've had, um, we've been mixing in some episodes lately, uh, where we bring in, uh, representatives from various companies that have a seat at the table of, uh, AI and, uh, enterprise AI specifically. Um, I should note by the way that those aren't, uh, specifically sponsored podcasts or anything. They're just podcasts that we're doing with, uh, with friendly companies.

But this episode is, uh, just us chickens, just us futurum groupers here, uh, talking about what's going on in the world of ai. And one of the things I know that many of us have been looking at and, and dealing with in the briefings that we take and, uh, in public comments and, and of course in the things that we're writing, is this whole concept of, um, what AI is doing to enterprise software. There's this attitude that somehow agentic AI and AI coding assistance and so on is going to destroy enterprise software.

In fact, in the news, I saw a news story. Um, IBM had a substantial share price wiped out when one of the agents announced that they could write COBOL or modernize COBOL applications. And so clearly it's the end of IBM.

Um, it, I really, really don't agree with this, but, uh, but Brad, I'm gonna throw this at you first. Um, is AI and AI coding assistance, um, is this the end of enterprise software? No, I, I'm with you.

I, I think, think that this is absolute hype and not true. Uh, but I do think that the idea behind this collapse of software, you know, is, is actually happening. It's just our view of software and what we see is the, the value proposition of the people who build and work with that software is changing.

So, I I, you know, we all see it, do we? Not Every day you see somebody, you know, on Reddit or wherever you happen to, to wa wander saying, I got tired of this not working. So I wrote my own.

And everyone's like, I wrote my own x. And this idea of, you know, the agentic tooling that we have now being so good that you could basically just, you know, spec out what you want to build and have it build your own ERP system, if that's what you wanna do, is a possibility. Is that the right thing to do?

If you're a hobbyist and you're setting up your own ERP system for your household, why not? If you're trying to run multi, you know, national, global companies on it, that would be a absolutely horrific idea. So it's all a matter of, of view and, and approach and scale to my mind.

And I think, you know, with IBM, the irony is so thick, it, it's just not even funny because IBM has, uh, they are touting their ability to, to use the decades of knowledge that they've built up in how you, you know, build cobol and being able to then, you know, modernize that. And Java is what they're trying to sell because they understand it so well. It's that domain expertise is what's the value.

So yeah, you could talk about collapsing software and you could talk about Anthropic rolling out a new product in 10 days. Like we've, we've talked about on, on this show, I believe, with, um, cowork. But, um, at the end of the day, software isn't going away.

Software is just, you know, uh, the time to value is changing Olivier. Um, I, I know that you're more, uh, maybe on the hardware side here, but, um, or the client side, but I'm sure you're hearing the same thing, right? It's, it's the end of the world.

It's the end of the world. Everything you knew previously is gonna collapse, right? Not, not quite as much.

It's not that bad on the, on the devices side. Um, I think that it's still on, on the device side. There's still a, an effort to try to make the AI piece and the agent agentic piece fit into the use case, right?

Whether it's a smartwatch, a a mobile phone, and, and the main focus really is on trying to integrate, uh, voice interfaces, voice UI into all the devices, whether it's speakers or, you know, smart glasses or agentic glasses. It's, it's trying to like, make the, the agentic genie, uh, fit inside the device bottle if, if you will, and, and do that in a way that is, um, simultaneously ubiquitous, where it doesn't matter what device you use, no matter what environment you're in, uh, whether all you have with you is your watch or your phone, uh, or you're at home with your smart speaker or you're in your office talking to your computer, um, is, is to have this ubiquitous presence of a gente capabilities, um, sort of follow you around. But at the same time, there's this paradoxical need to make all of these age agentic capabilities hyper secure and hyper-personalized, which means that a lot of it has to be sort of containerized locally, um, on your device somewhere, on your person somehow.

Um, and that doesn't, it can't work because you, you need this orchestration layer to help the sort of like broad agentic and the hyper-personalized agentic work together. Um, and you also have device ecosystems that are usually not uniform, right? It's not like everybody is using, well, some people completely exist inside of an Apple ecosystem.

And so you can have something that's self-contained and that, that, that uses basically the same ag agentic, um, uh, products, uh, across the board. But for most people, that's not the case. Your, your car might not be Apple first.

Your PCs at work might be Dells, even though your personal, uh, phone is, is is an Apple. Or you might have apples at work and use, you know, a Google Pixel, um, uh, it with, with your regular kind of, you know, uh, to listen to music and, and shop and, and, and exist. So it, for us, the, the conversation really isn't about software, but listening to you guys, I'm, I'm really interested in how what you are seeing in, in your, uh, corner of the, the tech ecosystem is going to impact, um, user experience with, with a gentech and devices, for instance.

Um, when you look at, uh, fitness trackers, right? Uh, whether it's a, a Fitbit or something else, or even Apple watch that, that has those features. Having the ability, if you're not happy with the way that software that's attached to your device or the software that you subscribe to now isn't really tracking what you want it to, having the ability to write your own software and create your own apps and your own experiences and your own agents, um, that, that essentially customize the experience for you.

I think that's really exciting. And what I'm, I'm, I'm expecting is that the hardware will be designed to enable that type of customization at some point in the future. We're just not quite there yet.

Yeah, it's interesting, I, I'm with you, Olivier, on the UX being the collapse that we're really talking about here. Yeah. Um, it's the experience, you know, yes, we've been talking about the experience of developing software, but the, the way that users interact with that software is where the big change is already happening.

And, you know, in some climb, like in the business intelligence side, for a long time we've been talking about headless bi, where you don't have to have ex expertise in Tableau or Qlik or whatever. You're, you're basically just saying, Hey, I need the quarterly numbers. And that's what generative AI in particular is quite getting quite good at.

And so that collapse of the expertise that you needed to build up as a user of a piece of software is absolutely collapsing. And I, I can foresee very quickly that, you know, we're, you know, the ribbon bar and the, uh, verb first sort of mentality of the gooey itself, uh, is, is going to vanish behind the more noun first CLI style of just talking. Just having a conversation with an agent that has all of your portfolio of software behind it that it can interact with in accordance with your needs instead of you having to mm-hmm.

A, know those products inside and out, and b, be able to swivel between them to bring over assets to create a complex chain of, of, uh, workflow, for example, across those products that's collapsing. And I, I'm all for that. And, and absolutely.

And, and I think that that's one of the things that we talked about. Like that's one of the things we talked about in utilizing AI in previous seasons as well, that, uh, generative AI chatbots and, and LLMs, they are an incredible revolution in user interface. And, um, you know, when we, uh, when we think about the way that they enable us to interact, and, and also on the flip side, you know, uh, to Olivier's point about devices, when we think about the ways that we get frustrated with our devices, a lot of it revolves around pretty clunky user enterprise paradigms and, and, and also user interfaces that, uh, fall short of expectations.

So, you know, the Apple, um, s lady who I'm not gonna say, 'cause I don't wanna make her say Uhhuh to everybody listening. Um, you know, the reason I think that people get frustrated with that is because it doesn't do what we want it to do, which is basically be a chat bot parentheses, hopefully that's gonna be addressed in the next version of iOS. But, um, you know, the, the point is we want to have a more free flowing and flexible conversation with it, sort of the way that we are able to right now with, um, the Amazon and Google, uh, chat assistance where you can, as you said, Brad, I hadn't thought about it in those particular terms, but you can have more of a, um, a natural conversation, a noun centric conversation instead of a verb centric conversation.

You can say, you know, I want to have lunch with Brad and Olivier at, you know, CES on Thursday, you know, instead of set an alarm or, you know, add to my calendar, you know, something very, very clunky and structured. Yep. Um, and, and I think that that's really more likely to be the end of the software world.

This doesn't mean to me, back to the initial question, it doesn't mean to be that we have no use for Salesforce or ServiceNow or IBM anymore. Quite the contrary. What it means is we are making those tools actually useful, which has been an uphill struggle for many businesses.

I have to say that, um, you know, to, to the point, for example, of Salesforce, um, slack and the AI interface, uh, the AI assistance within Slack has made, has been a revolution in making Salesforce useful to the Futurum group. com/whatever, you know, and I think that that's the sort of revolution that I'm expecting, which is why, you know, when I saw IBM stock collapse because you're modernizing COBOL code with ai, I was like, what is this? That's not like, you know, and when people see like, oh, well, you know, you know, Salesforce and ServiceNow, and, you know, they're, they're, they're, uh, stock prices are going down because agentic AI is going to eliminate enterprise software.

No, no, no. It's gonna make it more valuable. That's my opinion.

Just like it makes our devices more valuable, just like it makes our cars more valuable. I mean, I don't know about you guys, but when I get into the car now, I'm not tapping away on the dashboard telling it where I'm gonna go. I tap the little thing on the steering wheel and say, you know, take me to Chipotle in Cleveland.

And it does. Um, well, actually, it doesn't, it says, which Chipotle do you wanna go to? You know, but just the little one, you know what I mean?

Yeah, no, absolutely. Um, I, I think also, I mean, just talking about this, um, I I, I'm of the opinion that the way that we've been talking or thinking about assistance until now is also going to change. Um, you know, we have the, the s lady, as you mentioned, uh, we have the A lady, right?

We have, we have a bunch of them. There's, uh, there's a bunch of chat bots and assistant out there, but I, I feel like as we start using them more, um, we have to deconflict certain agents from one another. So it's, it's almost like having staff or having a team.

And, and I feel like the company that's going to give users the ability to customize certain agents, customize certain assistants, create that sort of loose hierarchy between them and have these specialist agents so that, um, maybe you name your car or maybe you have an agent or an assistant that you named, um, I don't know, Jarvis, for instance, if you're a fan of Tony Stark, um, that's going to be your overarching sort of butler, uh, assistant or, or agent who's going to be handling certain tasks. But maybe Marco, um, polo is your, you know, uh, travel assistant or, uh, or your expert navigator when you're in the vehicle, right? And so you, you start basically prompting the agent that you want by calling out their name, and that puts you in a specific bucket where you're gonna have a faster experience and, and a, a, a faster dataset, essentially, your access to a dataset that's going to be specific to the type of action that you wanna perform.

Um, we're not really talking about that yet, but I think it's gonna be really interesting if we get to that point. And I feel like from a software side, a company that, um, that enables that type of fund customization where you can basically build different agents, name them, have them categorized, have them in a hierarchy, uh, is going to be super helpful for users. And I think that, um, we'll probably have a, a competitive edge, uh, in terms of adoption, certainly, and, and perhaps even monetization.

Yeah. One thing I really liked about what you said there, Libya, is the hierarchy. Um, the anthropomorphization I kind of have a problem with, uh, although just yesterday I was, I was voice synthesizing, um, the voice from, uh, Colossus the for project, because I want, I want my chat bot to speak that.

Okay. Um, and it, and it does now. I'm sorry.

Never, never. Um, and, and, uh, you know, anthropomorphization aside, it is about that hierarchy and about the coordination between agents. And when we think about agentic software development practices that we have right now, I, I feel that those are a bellwether for what we eventually will have in the consumer space.

Um, because we're always looking for these abstractions that, that can make this complex world that we inhabit, you know, easier to, to, you know, take control of. And I have Fritz and Lola in the garage right now, and I wanna be able to, to have them, you know, carry out commands, like, start your engine. 'cause it's really cold.

Fritz, I hope those are the names of your cars. They're the car. Yeah.

They're not people, sorry, they're, they're actual cars, but they, they are anthropomorphized one, one is German, one is Italian, you, you've, you pick which one. Um, but, uh, at, at any rate, you know, in the age agentic development world where you look at tools like, uh, anthropics, um, Claude Code for instance, that has the concept of, you know, roles and skills and tiering of agents and, um, coordination of agents as a, as a fundamental practice to be able to basically, you know, have this backend that could be made up of many, many assets and resources and tooling or tools, and then having the ability to just talk with whatever this is the clot code, and have it then say, oh, I need to have this agent do that. I need, need to have this agent do that, because I know they specialize in X and they specialize in y And I am certain that that will carry into the enterprise where you'll have your, you know, slack bot like we have now in Slack that, you know, has a tooling to understand how to create a new account in Salesforce without making you wanna kill yourself.

And that's what this is all about, is it not? Yeah. Well, and, and I mean, ultimately that was what I think Salesforce thought people were gonna do with Salesforce was gonna be to create their own interfaces that would be flexible and useful and make people not wanna kill themselves.

Um, and, and I think that that would be a, a better, a better vision. Um, on, on the, the agent voice thing. I'm, I, I just have to take a sidebar here.

So, so we've got, um, Forman, uh, you know, why isn't there a, an AI agent that uses Major Barrett's voice from the original Star Trek series? You would think that would be a thing. And also, why isn't there one that uses the voice of William Daniels?

He was the voice of Kit on Night Rider. Oh, Oh, sure. Wouldn't That, I mean, you know, that's a good one.

I guess maybe, maybe the nerds are getting too old there to think about those things, but instead we've got Jarvis and, um, for some reason, um, uh, you know, other, you know, marble thing. But anyway, let a, a, a side note aside, um, I love this idea of having, you know, more personal, more useful, um, agentic AI instead of, you know, that, that, that sits on top of existing platforms instead of trying to create an all encompassing one. But it does seem, doesn't it, that the goal of all of these companies is the exact opposite, that they want to create a single all, all-encompassing, uh, agent that would work everywhere.

Um, that's been a, a goal explicitly, well, not specifically around AI agents, but you know, in terms of Apple and the Apple ecosystem, they absolutely, with HomeKit and everything, they want everything to work together and to remain in the, in the ecosystem. Google, Amazon, Microsoft, they all have their own, uh, sort of all encompassing ecosystems and, and in and to varying levels of, of success, and also to varying levels of expansion into the worlds that we work with on a daily basis in business, you know, our laptops and our, you know, uh, mobile devices and enterprise software and stuff. Um, what, let me put that to y'all.

What do you think of this idea of an all encompassing enterprise agent that would be your business world? Um, you know, should there be, I don't know, uh, we'll call it, I don't know what Audrey that is, uh, the, the Futurum agent that we can talk to and, um, and, and will come back to us and, and do all the futurum things for us. And then, you know, maybe Dell has one and HP has their own, and, you know, is that the future of enterprise software where there's sort of a, a, a Jarvis of your employer?

Uh, Olivia, what do you Think? Yes, I do. Um, but I think it's a failure of imagination.

We're is kind of paradoxical, right? We're talking about people who, no, no, not, not your, not what you're saying. I think that the, the, the singular branded agents, right?

Uh, the Audrey, and it's just Audrey and there's, there's no nothing else. Um, or the S lady or the a lady, right? I think, I think it's all a failure of the, of imagination to limit ourselves to, um, this type of thinking that has been sort of prevalent in the last, you know, 10 years, right?

Um, or, and even longer when you think about just how a product is marketed. You, you have a product and you call it one thing, and then that's it. And it's, it's that thing until you replace it with the next product.

And I think that with this, the product isn't necessarily the identity of the agent. I think the product is a product. The product is a platform.

The platform allows you to create agents that you wanna create, and you can have the default setting, right? It's kind of like when you buy a motorcycle, you can, you can have the factory, you know, bike and never do anything to it, or you can customize it and make it your own, um, and, and call your bike or your car. Lola, um, or I, uh, fr Fritz, was it Fritz?

Fritz, yes. Yes, Fritz. Um, and so the way that I look at it is, um, many years ago when I wrote that book right there, social media, ROI, which has nothing to do with this, um, I, I thought of a concept of, of the three types of technologies, and they apply es especially well to ai.

You have Big Brother, right? Which we all understand, it's from 1984. Big Brother is a sort of like high control technology that, that surveils you and tries to control everything about you, uh, and you have no control over it.

Um, and so that's, that's a bad use of technology, and it's a bad use of ai. I think we can all agree, uh, unless you're on the control side of it, um, which most of us are not. Then you have Big Mother.

Big Mother is very similar to Big Brother, but it's, it's a benevolent version. It's not trying to oppress you or control you. I mean, it wants to control you a little bit, but it means well, um, but still, you have no control over it.

It's intrusive. It, it looks through your drawers. It, it, you know, has very, uh, uh, um, is very opinionated about what you're doing, what you should be doing, and it's constantly trying to steer you in a direction that may not be the direction that you wanna go in.

And then there's the third category, which is Big Butler. And this is essentially what I'm talking about. And Big Butler is a technology that is designed for the users that prioritizes users' needs, that thinks about how can I be a better product?

How can I be a better partner to my human user? Um, and ultimately, I think that when we're talking about this sort of like the end of software, I think we're talking about the end of sort of constrained software when we're talking about, yeah, the end of ai, or we're talking about agents moving from just the S lady and just this one product and this one identity, and this one choice that you pay for, uh, opening up a, a world of customization where it's still the s lady, it's still the same product, but you're putting your own skin on it. You're putting your own specific, uh, your own specifications on it, your own sort of expertise on it.

And you build these teams of AI and assets around you that, um, that are customizable, that are your own, that feel personal and safe and trustworthy and useful, and you're creating more utility. And, and I think if, if nothing else, when, when I think about the future of software and the future of ai, whether it's the enter in the enterprise or in the consumer space, I'm thinking about that type of customization leading to more utility, um, and moving beyond the constraints of the way that we've been thinking about products, uh, whether it's software or otherwise until now. And expanding our understanding of, of what we can do with it.

And, and I feel like this sort of, some of these companies trying to hold on, pull the reins on, on AI and, and hold onto these, these assets that they have, the, the s lady, the, the, the G person, uh, the A lady as well, is sort of it's myopic in, in this instance, um, because it could be and should be so much more. And I feel like the company that will disrupt all of these companies, IBM included potentially is the company that will figure this out and start marketing this way, uh, to consumers and to enterprises, and give them that freedom that they currently don't have. That's, that's my soapbox.

Yeah. I want have, uh, an older sister did, did you have that when you were thinking about your book? You know, the, the persona that thatches you and, and nudges you, and That's fine.

Okay. We'll have a fourth. That's good.

I'll add It throws, throws things at you at the dinner table. That that's what I, I think I, I would like, uh, because that, that's motivates me. Um, yeah, man, I, I, I love what you're saying there because, um, and I, and I see it in pretty much every conversation I have with mostly software companies, uh, and that is that, you know, their value proposition to them is a product that has a name, that has a SKU that makes money, and they have a channel that knows how to sell that ku.

And, uh, what we're talking about is, is sort of the erasure of that as a destination and, and the re-envisioning of that as it a resource, as a capability amongst many capabilities. And so, um, earlier this week, what I was having a conversation with, uh, a CEO of, of a vendor that sells enterprise, you know, application software, and asked him about that, uh, collapse of software. And he, he said, well, you know, what that means to us is that, uh, we need to be the best ERP provider, the best HR provider, the best at delivering whatever that capability is, how it's expressed to both the ecosystem that sells this thing and to the, the consumers that use this thing isn't the important part.

The important part is the, you know, the meat and potatoes of this, that, that gets this done. Yeah. And one of the companies as well, that I think has a really great attitude on that, very similar to that is, uh, is click.

And you mentioned them earlier, Brad. Um, yeah, you know, I, um, I was actually just talking to them today. And, um, their attitude is, we're not trying to be like an agentic platform or something.

We're trying to help people make better use of their data, which is, you know, a very pragmatic way. And they're, it's not that they're lagging behind far from it. What they're doing, I think is really kind of keeping their eyes on the prize.

And the prize is understanding that most people that have data warehouses, um, are extremely frustrated with their ability to extract value from that data. And so the best thing that a data company can do is to make it easier for those people to do that. And the way that they can do it is, you know, as, as they've talked about with their answers product, is, um, give people the ability to query their data, give people the ability to talk to their data.

And that's actually a pretty valuable thing. I mean, we see that, um, you know, in, in many companies that are also, you know, have, I think the right attitude toward this. It's not that it's gonna destroy the value of, you know, data analytics.

It's, it's that it's going to enable users to interact and, and get value from that in a, in a much better way. Like we're using with Slack bots, like we're doing with, uh, you know, I was using Otter AI the other day to query, uh, transcripts of phone calls and, and you can ask it things, you know, and you can do the same, you know, with AI and other things as well. You can ask it things like, you know, um, what did Olivier say?

Uh, but you can also ask it more intelligent things like, you know, we, you know, list the, the 12, uh, you know, products that, that came up or the, the, the, the three companies that, you know, clients that we talked about here, prospects. And I think things like that are a lot more, a lot more valuable, but frankly, that's a short term value. And I like what Olivier is saying here too, that, you know, we don't wanna miss the fact that there's really a transformation happening here on a, on a macro scale, not just on a micro scale.

It's not just about how do I use Slack more effectively? It's what is this gonna do to everything? Um, and, and I'm not sure where that goes, but I don't think that it means the end of these traditional software and hardware powerhouses.

No. What Qlik needs is not gonna change to do a good job. Qlik needs to understand the data, be able to corral together schemas, data models, semantic layers, ontologies, all of that.

If they don't have that and they don't do a good job of that, being able to chat with it is not gonna get you answers. It's gonna get you hallucinations. Mm-hmm.

So that, you know, with what the CEO was saying about, we need to be the best ERP vendor is exactly what Qlik needs to be. They need to be the best analytics vendor. And that takes a lot of work.

It's just changing how we work with it. Well, you know, it's funny 'cause at last year, uh, we went to Qlik Connect, uh, we're actually going again this year as well, if anybody's interested, they can look it up. But, uh, last year we went and, uh, one of the first things I did when I got my hands on click answers was ask it things it can't possibly know the answer to in order to see if it would hallucinate and it refused to, which I was thrilled to see.

Um, because, you know, you, you, you can't have that happening. You know, you can't have it, uh, you know, hallucinating on, uh, on a, on a, on a data and enterprise data scale. Um, but I do appreciate what you're saying.

Um, Olivier, what, what do you think, I guess sort of in summary here, um, you know, the, the premise of this whole discussion has been this idea that this is, you know, the end of the world. Um, is it the end of the world? Uh, and if it is, do you feel fine with it?

Uh, I wish I had a really good quote, uh, for this. Um, no, I don't think it's the end of the world. I think it's, uh, it's the end of a world.

It's the end of an era. Um, that's just progress. I, I feel like, yes, um, companies that, that don't adapt to this change or who try to protect the world that they had figured out and built themselves might find themselves at a disadvantage.

And for them, it might feel like the, the, the, the world is ending. Um, but no, the world isn't ending. It's just, uh, when door closes, another one opens.

I guess that's, that's my, you know, uh, sort of, uh, fortune cookie, um, uh, analysis for the day. But that's, that's, that's how I feel about it. It's just, um, there's a disruption.

Obviously, AI is disrupting, uh, this markets, and, uh, we're, we're, we're feeling the echoes of it already, or the, the pre ripples as it were. Uh, and it's, it's only gonna get worse for some companies, and it's gonna get better for others. And I feel like the discussion that we just had sort of, I think, frames that pretty well, that maybe it's, it's not just a monetization piece.

Um, I think one of the main questions is how do we, how do we maintain our customer base? How do we remain relevant? How do we monetize what we have or how do we, we protect the monetization of what we have?

Um, but to a certain extent, you, you have to be, as a company, I feel as an innovator, you have to disrupt yourself, otherwise people will do it for you. And companies that are already working on the, on the next thing, on the next phase of their monetization, on the next evolution of their products or their services, um, those companies are probably in much better shape than the ones that, um, are, are still trying to hold on to the old way of doing things. And, uh, Yeah.

Well, you know, it's, it's, it's been that way forever. Yeah. You know, you look at companies, you know, very few companies have been willing to disrupt themselves, and the ones that have, like Apple and Google and Amazon are the ones that have been successful over the long term.

So, Brad, I will let you, uh, kind of conclude this. Uh, uh, that's great. It starts with earthquake birds and snakes and airplanes.

Uh, you know, it's the end of the world as we know it. Well, Bruce Is not afraid. Yeah.

I'm not afraid. Yeah. It's, it is absolutely the end of the world as we know it.

That is the key part of that line. And we, we, you know, I think sometimes as, as a species tend to clinging onto the world, that was as we knew it. But, you know, we have to realize that the world as we knew it, is nothing but a hallucination itself.

You know, our memories are nothing but hallucinations. And, um, we're always moving forward. And that means disruption, whether it's external or internal, is a part of this life that we, we all are experiencing together.

And so, when I see crazy things happen, like open ai, soft acquiring, or person acquiring, you know, open claw, uh, you might think, oh my God, are they just trying to protect this, you know, uh, moat, as we like to say. I'm like, no, they're, they're trying to disrupt themselves. Uh, and that that is, you know, laudable.

And I think that we, we all have to do that, um, continuously because you're not the same person you were yesterday, uh, today, and you won't be the same person tomorrow. And neither are the companies that we rely on to do business. We have to accept that and embrace it.

You know, I, I don't know, listeners, did you think that you were gonna get this kind of philosophy and poetry and optimism from a, an enterprise tech podcast? That's, that's what we're here for. That's why we like to have Olivier on here.

Man, this guy's always smiling. Um, but before we go, uh, let me quickly, uh, hit both of you. Um, you know, it's, it's March.

Uh, where are we gonna see you? What are you working on? What are we gonna hear from you in, uh, in the remainder of this month?

Uh, Brad, let's start with you. Yeah, so I'm, I'm just finishing a survey that we have in the field of about 800, uh, data and analytics and AI practitioners. So that'll be coming out in the next little bit.

Um, I'm also finishing up a, uh, signal on the data intelligence platform, which is gonna feature, uh, new sections around ideas like we've been talking about on this, on this podcast, like this semantic layer. And, uh, I'm gonna be heading out, um, to Fab Con, uh, people might be going, what the heck is that? That's Microsoft's fabric con.

So, uh, that I'll be hitting up in Atlanta at the end of, or the middle of March, actually. And then I'm, then I'm onto, uh, Google's, uh, cloud Summits in, uh, I believe that's San Francisco still, or San Diego? No, it's San Francisco.

Is it? Hang on, it's Las Vegas san. I'm getting them all confused.

It's Las Vegas this year, isn't it? Well, I, That sounds fab. I Get 'em confused too.

It Sounds absolutely fab, Olivia. Yeah, Yeah. No, I'm not even gonna try because there's, there's too many, and I, I can't tell you 'cause it's top secret.

Um, but no, I'm, I'm going to a bunch of events. Uh, some of them are with, uh, device makers, so Dell, hp, uh, Lenovo, et cetera. But also, I'm, I'm kind of excited, um, about one of the events that I'm going to that's, uh, an analyst summits with, uh, media Tech.

Uh, they're doing, uh, increasingly interesting stuff with Nvidia. Um, they partnered with them on a bunch of stuff, and I feel like maybe, uh, media Tech's announcements this year might be a little bit more data center focused than, uh, than device focused. Usually you see them in, um, in, in Chromebooks and, and, uh, all sorts of AI enabled devices.

Um, but I also feel like there's a, there's an Nvidia and, and, uh, media tech product coming out this year that we've been waiting for, for about a year, uh, or a year and a half that's going to impact a PC space, uh, pretty significantly. So bringing more arm, uh, based processors to, uh, to the PC space. So be on the lookout for that and be on the lookout for, uh, for my coverage of that particular news coming soon.

Excellent. Can't wait to see that. I know that they're, um, they're everywhere.

Yeah. Um, and so it can't wait to see what they're working on. Yeah, they're, they're one of the, the least well-known large, uh, very extremely large, uh, semiconductor companies in the world, at least in the us.

They're not as well known here as they're at the rest of the world. Well, as for me, um, we've got Cloud Field Day coming up here next week. Um, and then, uh, I will be, as I mentioned, I'm gonna be headed to, to click connect in Orlando in April.

And of course, there's AI Field Day on the horizon in May. So keep an eye out for that everywhere. Uh, it's like visa everywhere you want to be.

Uh, thank you very much for listening to this episode of the Utilizing AI podcast. If you enjoyed this discussion, um, hey, give us a comment. Give us a, you know, give us a shout out.

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For show notes and more episodes, head over to Textron ai, which is our media site, uh, the utilizing AI YouTube channel or the Textron TV app or, uh, Futurum, uh, group website to learn more about who we are. Thank you for listening, and we will see you next week.