Bridging the gap from Data to Decisions | Serial CPO/CMO | VP & Principal Analyst @ Constellation Research
Joined June 2008
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860 Photos and videos
Jun 12
.@Oracle eyes outcome-based pricing: Does it stand a chance? bit.ly/4v3hq15 Oracle is moving toward outcome-based pricing as a model to complement its existing enterprise contracts. The big question is whether Oracle and its customers can deliver the outcomes.
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Jun 12
.@AnthropicAI’s Dario Amodei wants governments to have the power to block ‘dangerous’ AI systems bit.ly/4xdybbg @SiliconANGLE @Mike_Wheatley “ regulation gives off the foul taste of a market leader that wants to freeze the market,...” - @holgermu @constellationr
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Jun 12
Who’s driving the next era of enterprise AI? Meet the 2026–2027 #AI150 — a recognition of 150 executives advancing #AI strategy, automation, and innovation across the enterprise. Full list here: bit.ly/4423SXy @rwang0 @MikeNi #ChiefAIOfficer #AI #FutureOfWork
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Jun 12
.@Adobe delivers strong Q2, ups outlook and cites AI-driven demand bit.ly/4utpYNy Adobe's second quarter results were well ahead of estimates as it continues to see demand for its AI tools. The company also raised its outlook.
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Jun 11
.@Oracle’s AI investments spook investors despite impressive #earnings and revenue beats bit.ly/4arwZqZ @SiliconANGLE @Mike_Wheatley “The companuy’s RPO is a big incentive, for it represents the next nine years of Oracle revenue at its ...” - @holgermu @constellationr
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Jun 11
Shocked by costs': @Pega says firms are paying too much for #AI thinking; reveals outcome-based pricing; Tokenmaxxing is ridiculous, says CEO @AlanTrefler bit.ly/4xBf4s2 @Mi3Australia “AI outputs confused with business outcomes…” - @lizkmiller @constellationr
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Jun 11
.@Snowflake CEO Says ‘Better Be Paranoid Than Confident’ About #SaaSpocalypse bit.ly/4uXzFVy @Forbes @iamVictorDey "The whole point of AI is not to have more AI. It's to close the greatest gap in modern business: human capacity…” - @lizkmiller @constellationr
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Jun 9
.@Pegasystems sees opportunity in runaway token costs, pitches outcome-based pricing bit.ly/4fyRd5z Pegasystems announced advances in Pega Infinity and took aim at runaway token costs by charging a single flat price for outcomes, no matter how much Pega AI is used.
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Jun 9
Here we go! Day 2 at #PegaWorld 2026. Kicking off with CTO, Don Schuerman showing his moves as he introduces how @pega is making pragmatic re-imagining of your business real.
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Jun 9
The Studio list of agents below:
Conversational (briefs, Q&A)
Creative (content, DAM)
Data science (models, features, prediction configs)
Performance (KPIs, anomalies)
Compliance (reg rules, bias checks)
MyPOV: these are digital workers in defining an engagement program
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Jun 9
Product takeaways:
-CDH stays the decisioning kernel
-Infinity/Workflow is the orchestration layer
-Agents Studio are the experience & automation layer for practitioners
MyPOV: new engagement studio is an example of process with smart design time vs runtime AI use.
#pegaworld
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Jun 9
.@Apple's Siri #AI is both cool and 2 years too late bit.ly/4e38P76 @axios @inafried "They see all this stuff happening at AI speed and they want to move faster." - @rwang0 @constellationr
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Michael Ni 倪孟堅 retweeted
Today on TITV:
-OpenAI confidentially files for IPO | @erinkwoo, OpenAI & Google Reporter
-Apple upgrades Siri with AI tools | @aatilley, Apple Reporter
-Apple partners with Google and Nvidia | @rwang0, CEO of Constellation Research
-Former SpaceX engineer and current CEO of Revel @scottgmorton on this week’s IPO
-Goldman, JPMorgan explore trading compute futures | @dakincampbell, AI Finance Reporter
The Information | TITV | June 09, 2026 x.com/i/broadcasts/1dKrPPbnR…
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Jun 9
.@OpenAI files its #IPO paperwork as it inches closer to stock market debut bit.ly/4euRvtc @SiliconANGLE @Mike_Wheatley “But OpenAI has a few things it needs to get done, as it alluded to, such as cleaning up its cost structure, investing...” - @holgermu @constellationr
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Jun 8
Here we go from #PegaWorld. Pega’s CEO, Alan Trefler takes the stage to show how Blueprint, Infinity Studio, and agentic process fabric come together to make AI-powered workflows real and pragmatic in messy enterprises. This thread for big ideas, MyPOV, and practical takeaways👇
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Jun 8
Zooming out: @pega's bet is clear
Use AI at design time to reimagine workflows/ apps
Combo deterministic rules agents at runtime
Price on work done, not tokens
Buyers/partners now have to ask do you want LLMs to be your platform, or to plug into one?
#PegaWorld #AI
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Jun 8
MyPOV: @Pega has a timely point.
The AI dialog shifts from "what can models generate?" to "what decisions can the business trust?"
As token costs rise hallucinations persist, leaders to balance deterministic rules with probabilistic AI.
Focus on faster, safer decision velocity
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