Larry Dignan

Where’s tokenomics for the rest of us? - by @ldignan dlvr.it/TRW6fQ (via @jonerp)

MyPOV: catch the live analysis and insights from @nvidia @NVIDIAGTC #NvidiaGTC @ldignan @constellationr

And why enterprise AI leads need strategies around open-source models. Otherwise you're trading one flavor of lock-in for another. constellationr.com/insights/news/…

Here's a look at why @nvidia is a much-needed US champion of open-source LLMs. $NVDA constellationr.com/insights/news/…

My new role is Anthropic’s Head of Public Benefit. I’ll be working with several technical teams to generate more information about the societal, economic and security impacts of our systems, and to share this information widely to help us work on these challenges with others.

Morningstar downgrades moats of several software giants as "the capabilities of large language models are rapidly advancing and seem primed to cause at least some disruption within the industry, or at worst drive massive dislocation for many software firms." "We downgrade our moat ratings from wide to narrow for these companies: Adobe, Descartes, Manhattan Associates, Salesforce, ServiceNow, and Shopify. This is based on lower confidence in the long-term return profile that software companies may generate in the AI era. "We have seen multiple “software is dead” episodes over the last 26 years and do not share the view that software moats have evaporated overnight. We therefore conclude there will be winners and losers in the AI era, and that patient investors can find value within the carnage. Our top pick is wide-moat Microsoft, which has a fair value estimate of $600 per share, as we think the firm should thrive regardless of AI. However, we think it is hard to recommend any software stock in this environment due to the extreme uncertainty." $ADBE $DSGX $NOW $CRM $MANH $SHOP $MSFT

@holgermu @nvidia @jensenhuang @X My bet is that this @Nvidia post is a set up for a broader architecture, CUDA talk. $NVDA is about the full stack or all 5 layers.

.@Nvidia's @jensenhuang (oh looks like he gave up on @X?) just published a noteworthy blog - AI is a 5 layer cake - read it here blogs.nvidia.com/blog/ai-5-laye… It's a great read with the impending #GTC conference next week. Follow the tweets for my commentary below. 👇

Salesforce's Agentic Work Unit: What you need to know zurl.co/10E7v Salesforce has a new metric--Agentic Work Unit (AWU). The big question is whether enterprises will adopt it. @ldignan

DSAG: SAP customer spending selective, AI drags bit.ly/4r06Tkr SAP customers are being more selective in their spending and deciding to extend maintenance for on-premises deployments @ldignan

Zoho Day 2026 themes to watch: ERP, SaaS, customer value, AI, sovereignty - by @ldignan dlvr.it/TR63f4 (via @jonerp)

@ldignan @Zoho MyPOV - The verdict is out what type of agents enterprises will run in 2030 - in house built agents (risk for customer / dependency on platform) - vendor built agents (back to the #SaaS model) #ZohoDat26ī

First of the drops: @Zoho #AppOS. Shared #data foundation with built in workflows and automations. Identity and governance by default. Applications not stitched together. Aligns processes data and apps to declutter the chaos.

Vijay Sundaram, Chief Strategy Officer at @Zoho , may have just given the best defense of SaaS in the age of LLMs. SaaS shifted risk from customers to vendors. How many of those customers will want that risk back for a shiny new LLM? #zohoday26 constellationr.com/insights/news/…

BofA: only Microsoft generating cash flow in excess of capex in FY26

1/ Everyone calling this a #SaaSpocalypse is half right — and mostly lazy. AI didn’t “kill SaaS.” It killed the illusion that seat-based software grows forever. 🧵👇

Is #Software dead? Sure...just like web killed print...and instant coffee killed coffee...and everything else that has evolved? @ldignan had some thoughts (and maybe an I TOLD YOU SO here and there) constellationr.com/insights/news/…

AI at Machine Speed: What Leaders Are Getting Wrong in 2026 | DisrupTV Ep. 426 x.com/i/broadcasts/1…

We’re excited to launch the NEW Constellation Research website! 🚀 Our goal was simple: create a cleaner, faster experience that makes it easier to explore our research, follow key technology themes, and—most importantly—connect with the analysts behind the insights. The result is a site designed to move you from analysis to action with less friction. Take a look and tell us what you think: bit.ly/4sU5oX5 @rwang0 @lizkmiller @holgermu @CR_MSchneider @chirag_mehta @mikeni @ldignan

This Friday on @DisrupTVShow, we’re talking with Peter Danenberg, Senior Software Engineer @GoogleDeepMind. He’s helped shape Gemini features used by millions and builds self-orchestrating AI systems at speed. Tune in at 11 AM PT: zurl.co/QaWVz @ValaAfshar @rwang0

2026 has already started as a spending kinda year! Next up...@usertesting picks up @userinterviews and yeah...I shared a take w. @ldignan Welcome to what human-in-the-loop decisioning looks like! constellationr.com/blog-news/insi…