Daniel Haudenschild’s Post

Great Expectations? Which of these two images better portrays the software delivery life cycle in your company?   Dickens’ masterpiece was written long before hyperscalers were a thing.  Unfortunately the dystopian parody accurately represents how most CTOs deliver technology enablement to business. A dark world of backlog items, delays and overworked engineering.  a16z’s thesis is that next AI unicorns won't be making AI tools, but simply delivering the services is not just for startups.  It is also for CTOs. Of the CTOs I speak with about AI strategy, every single one says they have a strategy.  For most "strategy" is the team's use of AI co-pilots, tooling, and things that deliver more lines of code.   The conversations here are mostly about barriers. The exhausted political capital in the company, the difficulty of changing some of the most entrenched (and expensive) vendor agreements in the company, and the resistance to change from their own teams.  A select few are moving to AI-enabled services.  There is an energy here among these leaders, the ones that recognize the rising tide. There is an insatiable hunger in these companies, to tear up precedent and redefine the relationship between technology and business. In the book Joe Gargery — the humble blacksmith — gets the best line: "Life is made of ever so many partings welded together."  Something to consider for tech leaders navigating painful transitions.

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