Amazon's Free Cash Flow Could Turn Negative Next Quarter
MyPOV - Next quarter KPI to stop for @Amazon - free cash flow. Amazon never generate the cash flow like its tech competitors due to the retail nature of the business. Will they go negative like @Oracle did / has? #Earnings https://t.co/Om5rUoyc7I
Actian Unveils Edge‑ready VectorAI DB for On‑prem AI
.@ActianCorp launches VectorAI DB designed for on-premises, edge AI deployments https://t.co/5vkdGEX0QY Actian launched its first vector database with Actian VectorAI DB, which is designed for AI workloads in regulated, disconnected and edge computing environments.
AWS Expands Amazon Connect to Boost Enterprise Automation
.@AWSCloud accelerates enterprise agentic automation with expanded @Amazon Connect portfolio https://t.co/3Y5BXSKfYw @SiliconANGLE @Mike_Wheatley “The supply chain use case is no surprise, because Amazon has plenty of in-house expertise in...” #AWSSummit
Salesforde Launches Agentforce Operations in New Suite
MyPOV - @Salesforde is quickly building out the Agentforce complimentary suite. Today it's Agentforce Operations. - See @LDignan take on it. https://t.co/NKB1wBQynf
Claude AI Debut Meets Indifferent Adobe User Response
As @Claudeai Design debuts, @Adobe users -- and buyers – shrug https://t.co/J1tEafccnj @TechTarget @DonFluckinger "So, we're celebrating outputs? When we start to look at Adobe and others out there, when you start to look at intentional business outcomes a...” -...
Verda Invests $117M to Diversify AI Workloads Across Clouds
Verda Bets $117M on AI Cloud as Workloads Fragment Across Platforms https://t.co/2LSQOV0YzT @datacenter “Risk awareness is driving that shift, as companies look to spread AI workloads across multiple clouds rather than rely on…” #NextGenApps
Compare AI Automation Cost to Current Task Expense First
MyPOV - Every question about the cost of AI for automating a specific task must spur the immediate question - what does the task cost right now, before AI. Once vendors provide the AI cost - you still don't know...
Oracle HCM Shifts to Continuous Intelligent Workforce Management
And @OracleHCM wants to go from reactive #WFM to on continuous intelligent operatios. #OracleARSummit https://t.co/rPd7C8ViUK
Shift to Outcome‑Based Systems Drives Oracle HCM Strategy
Next up - Yvette Cameron on the lay of the land for @OracleHCM - it's all about moving to systems of outcome. #OracleARSummit https://t.co/3PWlsIbSNj
Oracle Launches ROI Dashboard to Quantify Agent Productivity
And @Oracle has an agent ROI Dashboard. Track time, cost, and productivity gains for each agent, tied to real transactions and workflows Measure value across workflows, teams, and business functions. #OracleARSummit https://t.co/AmvzjojQa6
Build Low‑Code Agents Using Oracle Agent Studio
And how to build an agent low code / no code to it intent based development with @Oracle agent studio. #OracleARSummit https://t.co/FfsFbLaRbg
No-Code Agentic Apps Require Voice Input for Intent
And @chrismleone underlines they no code for Agentic apps means voice input for the agent Intent. #OracleARSummit https://t.co/xeM2C0Zhlp
Oracle's Agentic AI: 3 Build Paths, 4 Delivery Methods
And @ChrismLeone shares how the AgentibAI landscapeokks like @Oraclr - 3 ways to build (Oracle, Customer. partner) - 4 ways to deliver (UX, Answer / Workflow Agents, AI Native Agentic Apps) #OracleARSummit https://t.co/jgAX6fpEt2
GPT‑5.5 Claims Mastery of Messy Prompts
.@OpenAI releases GPT-5.5, claims it can navigate your messy prompts https://t.co/w39giXsbwB OpenAI launched GPT-5.5 and aside from gains in the usual benchmarks, the company is claiming it can figure out your messy prompts and directions.
Cisco Unveils Room‑temperature Universal Quantum Switch Prototype
.@Cisco develops universal quantum switch that operates at room temperature https://t.co/z7nSglKoMH Cisco has developed a research prototype of a universal quantum switch that can route quantum information between systems while preserving it.
Open AI Evolution: CPUs Remain Crucial, Says Google Cloud CEO
.@GoogleCloud CEO Kurian on AI model evolution, CPUs importance and being open https://t.co/L1ZFD5FX4Q Google Cloud CEO Thomas Kurian riffed on being open, enterprise AI adoption, measuring success and why CPUs matter. He also teased the next evolution of…
OpenAI Launches Workspace Agents for Team Automation
.@OpenAI subscribers get new ‘workspace agents’ to automate complex tasks across teams https://t.co/CoZEfUR9Re @SiliconANGLE @Mike_Wheatley “The OpenClaw dynamic was a real wake up call for OpenAI, and now the race is on to build the…” #AIWars
Lufthansa’s Queen of the Sky Soars From SFO To
MyPOV - Always good to see a Queen of the Sky in active service. Few left today @Lufthansa #455 en route to @Airport_FRA from @flySFO ... https://t.co/rBYjPPNrd3
SAP Sapphire 2026 Emphasizes AI Accuracy, Knowledge Integration
.@LDignan got the @SAP Sapphire 2026 themes from the earnings call: AI agent accuracy, embedded domain knowledge and processes. And some internal AI adoption figures. https://t.co/SoPTdM5oqB https://t.co/aAdaHyKKNi
IBM Q1 Beats Expectations, Hybrid Cloud Fuels Growth
.@IBM delivers strong Q1, maintains outlook https://t.co/7l3guGlWFt IBM reported a better-than-expected first quarter and said it saw strong sales of infrastructure due to hybrid cloud and IBM Z systems. Software revenue was up 11% in the first quarter. https://t.co/6AvUzpKzv6
Citi Wealth Launches AI Advisor Powered by Google Gemini
.@Citigroup's wealth unit launches Citi Sky, a Google-powered wealth advisor https://t.co/IwwDU1eovF @GoogleCloud's partnership with Citigroup is starting to pay off as Citi Wealth, a unit of Citibank, launched an AI agent that utilized the Gemini Enterprise Agent Platform and…
Adobe's Real AI Strategy Defies Market Skepticism
.@Adobe Summit 2026: Liz Miller Calls Out the Market on AI Strategy – and She’s Not Holding Back https://t.co/bbXv2HFi9W @cxtodaynews “When financial markets say Adobe doesn’t have an AI strategy, my answer is: you haven’t been paying attention. An AI...
Microsoft Teams Outlook Plugin Deactivated over Performance Concerns
MyPOV - Another data point which continues my worries on @Microsoft Build quality - the @MicrosoftTeams plug-in in @Outlook gets de-activated due to performance... cc @satyanadella https://t.co/VmZB3uyLYJ
Workday Evolves Into AI Platform, Avoiding Shadow ERP
And @Gabe_Monroy shares the @Workday Bet in the AI era · Transforming the System of Record into a Platform for Agents · Turning Workday's Configuration, Data, and Processes Into Enterprise Rails for Al Agents · Letting Customers Move Fast on Al Without Building...
Macy's Launches Gemini-Powered AI Concierge for 2.5M SKUs
The big picture behind Ask @Macy’s, a Gemini powered AI agent https://t.co/AfpKXxSpCM Macy's has rolled out a @GoogleCloud powered AI agent called "Ask Macy's," a concierge that leverage multimodal capabilities to move sales along and sort through the retailer's 2.5...
SoundHound AI Acquires LivePerson, Expands Enterprise AI Footprint
.@SoundHound AI buys LivePerson for $43 million, builds enterprise customer base https://t.co/7fswl32rnF SoundHound AI, which focuses on conversational AI, said it has acquired LivePerson in a deal valued at $43 million, a slight premium to LivePerson's $40 million market cap.
Arsenal's Daily Therapy Turns EPL Into Drama
MyPOV - Daily therapy sessions for @Arsenal players and staff are now more than appropriate. Glad to see some suspense in the EPL. https://t.co/jjWTXiUSTy
New Apple CEO Could Redefine Tech Industry Landscape
.@Apple enters a new era https://t.co/POebJ4cJxy What will a new CEO at Apple mean for the tech firm and the future of the industry? @LizKMiller, VP & Principal Analyst at @ConstellationR, weighs in. @cgtnamerica
Space Becomes Core Component of Enterprise IT
The space race and what it means for enterprises https://t.co/wirfFrzmGa @Amazon's move to acquire Globalstar is just the latest data point that enterprises are likely to have space as part of the IT stack with real-world use cases. https://t.co/VmPMCHSFcG
Adobe Shifts to Agentic CX Orchestration Platform
.@Adobe Summit 2026: Agentic orchestration for CX, creative workflows https://t.co/ZnJQ2UzRlS Adobe at #AdobeSummit2026 positioned itself as an agentic customer experience platform that goes beyond its core creative and marketing tools and into more of an orchestration layer https://t.co/IIlHkNZJ8G
SpaceX‑Tesla Merger Looms Amid AI Software Revival
Could See a SpaceX-Tesla Merger Before the IPO: Ray Wang https://t.co/X8jPJmEC3Q @BloombergTV @constellationr’s @rwang0 discusses the current AI landscape, why software is the ‘next piece to comeback,’ and the possibility of a SpaceX-Tesla merger.
Adobe Shifts From Managing to Orchestrating Experiences with Agentic AI
.@Adobe Doubles Down on Agentic AI — But the Hard Work May Be the Operating Model https://t.co/XBcswHmUhn @cmswire @DomNicastro "They have lost the ridiculous language of 'managing' experiences and adopted the stance that experiences are orchestrated," - @lizkmiller @constellationr @AdobeSummit
AI Leadership Meets FIRE Principles on DisrupTV
On Friday 11 AM PT @DisrupTVShow interviews Joseph Kim, President and CEO DRUID AI, and Paul McCarthy, author of The F.I.R.E.D. Leader https://t.co/Z6ceWPWeKR @ValaAfshar @rwang0 #DisrupTV
AI Answer Engines Redefine Marketing: From Clicks to Authority
SEO built the foundation. AEO structures answers. GEO shapes AI narratives. And now AEM looms. As AI answer engines take center stage, marketing shifts from clicks → authority → visibility inside the answer itself. More from @lizkmiller: https://t.co/nSXirC3ziQ
Customer Success Transforms Into AI‑Driven Growth Engine
Customer Success is no longer just renewals. Platforms like @Gainsight are evolving into AI-powered growth engines—connecting CRM + ERP data, guiding engagement, and driving expansion across the entire lifecycle. CS is now a core GTM lever. More from @CR_MSchneider https://t.co/voIWx2H0ew
Gemini Leads Mixed AI Platform Satisfaction Scores
AI platform ACSI scores lag airlines, social media and mortgage brokers https://t.co/BcW2em4byU The inaugural American Customer Satisfaction Index (ACSI) scores for AI platforms are decidedly mixed with an overall score of 73 on a scale of 0 to 100. Google's...
Claude Opus 4.7 Available, Direct Upgrade Costs More Tokens
.@Anthropic launches Claude Opus 4.7, migration advice https://t.co/5V88wwwCvp Anthropic said Claude Opus 4.7 is generally available, but the direct upgrade from Opus 4.6 may burn more tokens.
CarMax CEO Pledges Faster, Click‑free Car Buying
.@CarMax aims to up its customer experience under new CEO https://t.co/fwgoyVpoPX CarMax CEO Keith Barr has a simple mission: Get consumers to purchase a car with fewer clicks.
SaaS Recovery and Nvidia Tied to Iran Volatility
SaaS-pocalypse' Recovery & NVDA Strength Hinges on Iran Volatility https://t.co/626qaLOTay @SchwabNetwork “All victims of the "SaaS-pocalypse" are being looked at once again” - @rwang0 @constellationr
Clari and Salesloft Turn Forecasts Into Real-Time Action
HOT TAKE: Clari + @Salesloft (with MCP) makes revenue intelligence actionable. Forecast insights now live in execution → faster decisions, no context switching. Add LLMs like OpenAI & Anthropic, and pipeline data becomes real-time workflows. More from @CR_MSchneider: https://t.co/sHMVwbXD4X
Certinia Unveils Veda: AI Agents Boost PSA Automation
.@Certinia launches Veda AI agent suite https://t.co/6xhDPWLXhJ Certinia launched Veda, an intelligent operations engine that is a suite of AI agents and actions that sit on top of its professional services automation (PSA) platform. https://t.co/CXfverXdfK
OpenAI Launches GPT‑5.4‑Cyber via Expanded Trusted Access
.@OpenAI releases GPT-5.4-Cyber, beefed-up Trusted Access for Cyber program https://t.co/Cqe6QG6I3Z OpenAI released GPT-5.4-Cyber, a model that will be released to select participants in a beefed-up Trusted Access for Cyber (TAC) program. https://t.co/pvHgkQtziD
CFOs Must Cut Costs While Funding New Tech
CFOs facing the big squeeze: Cut costs, ramp investment, says @Deloitte https://t.co/FXI8mK7j2H It's not easy being a chief financial officer and they're being squeezed again as they need to cut costs yet continue to invest in new technologies such as…...
Qlik Introduces Data Trust Scores for AI Agents
.@Qlik aims to gauge trust of the data underneath agentic AI https://t.co/imj2bAfdYz Qlik is looking to give the data used by AI agents a trust score to make agentic systems more reliable. https://t.co/onnPfAySF1
HubSpot Introduces AI‑Powered Answer Engine Optimization Features
.@HubSpot adds Answer Engine Optimization, contextual updates to platform https://t.co/c0cINkMnAW HubSpot launched features for AI visibility, progressing deals and a bevy of AI agents. https://t.co/z3W1Hu7Up7
Oracle Links OCI to AWS Interconnect for Multicloud
.@Oracle to connect OCI to AWS Interconnect-multicloud https://t.co/3P2VyZiX5C Oracle said it will connect its cloud to AWS Interconnect-multicloud as an option for joint customers. https://t.co/NHI9iPDaQk
Salesforce Headless 360 Opens Full Platform to APIs
Why @Salesforce Headless 360 matters https://t.co/8kJu9uJnjn Salesforce launched Salesforce Headless 360 in a move that makes its entire platform available via APIs, Model Context Protocol, and CLI commands for humans and AI agents. https://t.co/K2sl5HQ1DL
Microsoft’s New Image Model Accelerates Shift From OpenAI
.@Microsoft’s MAI-Image-2-Efficient model accelerates company’s move away from @OpenAI https://t.co/7i04tRYv4p @SiliconANGLE @Mike_Wheatley “Image generation is a forte of LLMs and popular for business and consumers alike. Microsoft’s own AI...” #AIWars #NextGenApps
Oracle Secures Scalable Transactions for the AI Era
News Analysis - Oracle Scales and Secures Your Transactional Workloads in the AI Era - https://t.co/FO8QQ5KxkW - A look how @Oracle achieves #MAA and why it matters more than ever in the Aentic AI era. https://t.co/7v6o1QqSHP
Qlik Unifies Data, Analytics, and Action for AI
Latest @Qlik tools target helping users achieve AI goals https://t.co/mzrr4bpiUZ @TechTarget @EricAvidon "The real story is not another AI assistant. It is Qlik connecting trusted data products, analytics, data engineering, and action so customers can operationalize...” - @MikeNi @constellationr