When AI makes software cheaper to build and business processes easier to automate, who gets to keep the profits? For most of the last thirty years, software has been an extraordinary business. Build a product once, Sell it to thousands of customers, Charge recurring fees, Keep the incremental cost of serving another customer relatively low.Continue reading “The Future of the Software Business”
Author Archives: Vijay Vijayasankar
Some Lessons for Boards from Nvidia
Nvidia announced Jensen Huang’s resignation on Thursday, naming CFO Colette Kress interim CEO and Harvey Jones its first-ever board chair (Nvidia 8-K). It followed an independent board investigation announced on November 8 (AI Business). Of all the questions this raises, the one that interests me most is what boards can learn from it. Imagine beingContinue reading “Some Lessons for Boards from Nvidia”
The AI Race With China: We seem to be measuring the wrong things
America has a commanding lead in AI compute. Whether that becomes a lasting economic advantage is a separate question. There is a growing argument that America loses the AI race to China if we don’t build data centers faster. I think there is a real concern behind it. Compute is a constraint, power takes yearsContinue reading “The AI Race With China: We seem to be measuring the wrong things”
