
Editor In Chief, Constellation Insights, part of @constellationr
New York
Joined January 2008
- Tweets26.4K
- Following2.5K
- Followers28.9K
- Likes529
Larry Dignan retweeted
🚨 CITADEL FOUNDER KEN GRIFFIN ON THE EXCUSE EVERY LOSING TRADER USES:
"Everyone's favorite go-to answer when they're losing money is hedge funds are de-leveraging... I've seen the entire industry de-leverage to zero at least 10,000 times"
Why it's dangerous:
"The reason that people love that answer is it actually washes your hands of accountability... the minute I start to use an excuse, I actually stop learning"
What he asks instead:
"What prices are changing and why? What don't we understand?... What dots have they connected that we don't see?"
His rule:
"That's like option 10 on the list, not option 1" 👀
Still want that damn em dash reclaimed.
Use of the word “delve” spiked in human language after ChatGPT’s release, according to researchers in Germany who studied more than 800,000 podcast episodes. It then fell below the pre-ChatGPT baseline as people began to associate the word with LLMs.
🎁: bloomberg.com/news/features/…
4
517
Larry Dignan retweeted
Everyone wants to sell outcomes. But can vendors prove them, price them, and get customers to pay? CRTV 141 tackles outcome-based pricing, #AI’s shift from measuring experiences to predicting them, and what Workday’s platform strategy signals next.
@CR_MSchneider @holgermu @ldignan
Watch here: nitter.cf/i/broadcasts/1dKrPrXnR…
Larry Dignan retweeted
Total Hyperscaler off balance sheet debt as of Oct 21: $3.6 trillion (with META and SPCX reporting). Expect this to cross $4 trillion when the rest report.
Pretty sure everyone would take the dividends....
Meta's Reality Labs unit lost another $4.1 billion in Q3, bringing its cumulative losses since 2020 up to $92 billion. We've never seen a public company light money on fire to this extent. $META
317
Larry Dignan retweeted
And @AneelB sees @Workday in it's forth phase of enterprise evolution - it's is a refounding moment.
The pillars are
· Startup mindset
· Organize for success
· Clear ownership and accountability
· Partnering with customers
· New talent
#WDayRising – at Winchester, NV
Larry Dignan retweeted
Eli Lilly: Lessons from running an AI factory bit.ly/46VRhXK Eli Lilly's AI factory is seeing strong usage running experiments at scale and the company has been able to save on token expenditures with control over its models and data. @ldignan #AIWars
Larry Dignan retweeted
The great enterprise AI rewrite is starting zurl.co/xEB0s “Enterprises are starting to rewrite themselves to become AI native. The efforts are just starting, but you can see the signs as a wide range of industries and companies start to rethink their technology stack as well as organization.” @ldignan
Larry Dignan retweeted
The great enterprise AI rewrite is starting bit.ly/4APmzgk “Enterprises are rewriting themselves to become AI native. Efforts are starting, and signs are visible as wide range of industries and companies start to rethink their technology stack as well as orgs.” @ldignan
Larry Dignan retweeted
"If you've got your systems of record, don't screw with them. Keep them and put your agentic around that. If you rewrite a system of record, good luck with an audit. It is like a root canal with a chainsaw," said @dgiambruno at #AIF2026.
constellationr.com/insights/…
@ldignan @mikeni #AI
Larry Dignan retweeted
ROI matters, but it can't measure the full value of transformation. #AI investments often build capabilities that pay off across multiple technology cycles. A broader Business Value framework helps leaders track adaptability, growth, and sustainable value without abandoning financial accountability.
Get the scoop from Esteban Kolsky: bit.ly/4yAnyiw
Larry Dignan retweeted
MyPOV - I asked one of the CRM legends, @DavidSchmaier about his original charter @Salesforce - to build the next generation CRM. David sees a future past agents with autonomous enterprises showing up soon, mentioned hospital etc. In the meantime Salesforce wants to be the trusted platform for the transformatkom. #DF26
Larry Dignan retweeted
Last month I wrote about how we can build a positive and safe future for everyone: meta.com/thefutureisforevery…
Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens.
The reality is:
- People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned.
There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind.
- Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well.
Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built.
- Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators.
- Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well.
I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.
Larry Dignan retweeted
.@Salesforce still has pricing work to do bit.ly/4gTglnR Salesforce's #Dreamforce26 conference kicks off this week in San Francisco and rest assured there will be plenty of innovations ranging from Agentforce, Slack and Headless 360 and a broad platform narrative.
Larry Dignan retweeted
The countdown to AI Forum is on. On 9/24, leaders from across business and technology will come together in NYC to tackle the questions that matter most as AI moves from experimentation to action.
AI agents. Governance. Accountability. Workforce transformation. Business value.
What should AI do, and how do we make sure it delivers?
Join us at #AIF2026: bit.ly/4xB10P9
Larry Dignan retweeted
Documents shouldn’t be the final destination for enterprise knowledge. In the age of #AI, they can become active sources of intelligence. Rethink the document lifecycle, rethink knowledge, and put documents back to work to power better decisions, workflows, and outcomes.
Read more from @lizkmiller: bit.ly/3Ts1Qyp
#EnterpriseAI
Larry Dignan retweeted
MyPOV - @Qualcomm is getting into @AWSCloud - Congrats.
Top 3 Takeaways
(1) Qualcomm is an attractive partner for the AI era datacenter buildout. Even at a cloud vendor with its own chip design.
(2) The expertise in frugal chips for smartphones pays off for frugal racks in the AI era.
(3) Qualcomm cannot only offset reduced @Apple revenue, it can grow multiples beyond.
And we have not even talked about @Modular yet...
We're announcing a multi-generation collaboration with @awscloud to build next-generation AI data center infrastructure, working together on customized silicon and AI inference at scale.
Read the announcement: bit.ly/4cuchIi
Read the 8-K: bit.ly/4gHPECE























