I am the Thomas G. Labrecque Professor of Business Technology in the Villanova School of Business at Villanova University where I teach strategic technology, AI & emerging technology. I conduct research on technology management best practices, social media, analytics, cloud computing and technology adoption. I am the author/co-author/editor of 36 books on information technology, technology trends and business technology management. My most recent books - The Digital Playbook: How to Win the Stra
... What’s next for Microsoft? Its performance since Satya Nadella assumed control has been nothing short of amazing. But now what? What does reverse engineering 2030 – not just around market cap – look like? More of the same but larger? No, it needs to disrupt the industry it powers. It needs to acquire what no one expects.One strategy is for Microsoft to double- and triple-down on infrastructure with, of course, the obligatory tribute to all things AI – which it’s already doing.
Autodesk : Architecture, construction, and manufacturing design software. Current market cap: $43 billion UiPath: Private company with estimated valuation above $7 billion; a leader in robotic process automation What about “AI”? Will it become commoditized? The assumption that one company will own AI, machine learning and generative AI capabilities is as silly as assumptions that Tesla will own the EV market. Instead, AI will become both commoditizedstrategic which means that AI platforms will become commoditized, but how they’re used will become strategic. But only for a time. All technology eventually gets adopted and its “applications” shared across vertical industries and horizontal functions.
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