星巴克带头弃用IBM和微软自建系统，IBM和Salesforce股价应声下跌，AI咨询才是未来。
星巴克每年花费4亿美元购买软件，但近日宣布从IBM和Microsoft迁移，自建内部系统。消息导致IBM股价下跌3%，Salesforce下跌4%。作者认为这是自OpenAI和Anthropic在今年一季度推出咨询业务以来最大信号，表明大公司不再愿意为不匹配的软件付费。
这无疑是自今年一季度 OpenAI 和 Anthropic 推出咨询业务以来，看到的最大信号。 全球最大的公司们已经不想继续为那些“只能部分适配自己工作方式”的软件付费了。 https://t.co...
这无疑是自今年一季度 OpenAI 和 Anthropic 推出咨询业务以来，看到的最大信号。 全球最大的公司们已经不想继续为那些“只能部分适配自己工作方式”的软件付费了。 x.com/lukepierceops/… Luke Pierce @lukepierceops Starbucks spends $400 million a year on software. Yesterday they announced they're moving off IBM and Microsoft to build their own custom systems in-house. IBM dropped 3% and Salesforce dropped 4% on the news. And honestly this is, unequivocally, the biggest signal I've seen since OpenAI and Anthropic launched their consulting arms back in Q1. The largest companies in the world are done paying for software that half fits how they work. We saw this coming about a year ago. Moved everything we build off Airtable and low-code tools and went fully custom. Already paying off, and it's only going to compound from here. This is the opportunity right now. You get all of a company's data into one system. You build out a single operating system for the entire business. You cut out bad, redundant processes. Then you layer AI on top of it, under the correct processes. That's the core of AI consulting. Helping companies actually operate better. There are a lot of fly-by-night offerings circulating right now when it comes to Ai Services. For example, 'second brains'. Throwing scattered data into a second brain while the processes underneath stay broken does nothing. The companies who will absolutely destroy their competition over the next 5 years are rebuilding how they work from the ground up. Starbucks is showing you what other companies will be doing over the next several years. Your job is to position yourself to facilitate that process for as many companies as you can. 🔗 View Quoted Tweet 💬 1 🔄 0 ❤️ 1 👀 448 📊 1 ⚡