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IBM has ~30% of Blockchain market

February 21, 2018 Leave a comment

Apparently IBM has ~30% of the enterprise Blockchain market (worth around $700M) according to a new study by Wintergreen. They also have about 1500 people dedicated to this group, are doing about 400 projects, have revenues that have growth ~10% YoY and have appointed the former head of services to lead this effort.

While’s there no doubt that IBM has captured the headlines and is aggressively pursuing this space, I wouldn’t put too much credence in the market share number; it’s way too early to call winners yet.

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Categories: blockchain, technology Tags:

The great wall around China’s tech market

February 20, 2018 Leave a comment

One normally assumes that the enterprise software market is pretty uniform across countries. Someone wanting say CRM software (or a NoSQL DB) in Narobi is going to have say ~80% of the same requirements as someone in London. But this doesn’t have to be a given. An article in the Economist this week piqued my interest where it stated:

One scenario is that national-security worries mean China’s and America’s tech markets end up being largely closed to each other, leaving everywhere else as a fiercely contested space

This is not academic fluff. This is pretty much what’s happened in the telecom equipment space where Huawei is ascendant everywhere except in America. This would imply that the dominant software players will have to re-think their “China strategy” more fundamentally than just thinking about it from a go to market model.

Categories: technology, trends Tags: ,

Nice stack view of the enterprise IT market

February 14, 2018 Leave a comment

Nice simple view of the enterprise IT market (from a report Nov 2017 report on AWS from Oppenheimer).

IT market stack

The only thing I would show differently is the relative sizes of the boxes so that you can visualize the large areas vs. the ones that are smaller.

Categories: cloud, technology, tips Tags: ,

TensorFlow 3x more popular than others

February 10, 2018 1 comment

I found this chart in research report (Wells Fargo: The Learning Machine’s New Lock-In, Sep 2017) on Google and it’s ML efforts interesting. TensorFlow is effectively making the play as the “Android” of the ML space.

TensorFlow on fire

It’s competitors should be worried.

Categories: technology Tags: ,

Amazon: World’s largest speaker brand?

December 19, 2017 Leave a comment

speakers

Among all the superlatives that are associated with Amazon these days, this one still caught me by surprise: it’s apparently the world’s biggest (wireless) speaker brand. Apparently there are about 70M wireless speakers sold this year, with ~30% of those being “smart speakers”. The latter are expected to increase 4x by 2022. Also, apparently 10% of these smart speakers now live in bathrooms.

Categories: technology, trends Tags: ,

Estonia: Epitome of digital government?

December 18, 2017 Leave a comment

Nice article in the New Yorker a few weeks ago on the backstory on how  Estonia (a tiny country of ~1M people)  has created probably the most digitally advanced government.

The normal services that government is involved with—legislation, voting, education, justice, health care, banking, taxes, policing, and so on—have been digitally linked across one platform, wiring up the nation

Apparently, no one has to enter any information twice (think hospital / doctor forms, loan forms etc.) and the whole effort saves them about 2% of GDP a year. (If you applied that to the US GDP of ~$20T, that would save about $400B/year). For the Blockchain enthusiasts, you’ll be glad to hear that the backbone of their digital security + data integrity is (of course) on a Blockchain (called KSI from Guardtime).

Parallels between TCP/IP and Blockchain

December 14, 2017 Leave a comment

I’m way late to this article, but I found this write up in HBR on the potential of Blockchain pretty compelling. Essentially, the authors do a nice job comparing what TCP/IP enabled (essentially lowering the cost of connections) to the potential that Blockchain has (essentially reducing the cost of transactions).

The parallels between blockchain and TCP/IP are clear. Just as e-mail enabled bilateral messaging, bitcoin enables bilateral financial transactions. The development and maintenance of blockchain is open, distributed, and shared—just like TCP/IP’s. A team of volunteers around the world maintains the core software. And just like e-mail, bitcoin first caught on with an enthusiastic but relatively small community.

TCP/IP unlocked new economic value by dramatically lowering the cost of connections. Similarly, blockchain could dramatically reduce the cost of transactions. It has the potential to become the system of record for all transactions. If that happens, the economy will once again undergo a radical shift, as new, blockchain-based sources of influence and control emerge.

Definitely worth a quick read.