1. The shift from on-premise to the cloud is a good framework for thinking about the adoption of AI technologies. Look at how long it’s taking Oracle to get customers off JDEdwards and onto Netsuite. Meaningful workloads take a long time to move because of the business risk for the customer.
2. In some ways, I wonder if MSFT should’ve learned from META last decade-- you want to own the underlying tech.
Great read. Two things.
1. The shift from on-premise to the cloud is a good framework for thinking about the adoption of AI technologies. Look at how long it’s taking Oracle to get customers off JDEdwards and onto Netsuite. Meaningful workloads take a long time to move because of the business risk for the customer.
2. In some ways, I wonder if MSFT should’ve learned from META last decade-- you want to own the underlying tech.