Brett Winton: 一个显着的区别：随着云迁移的开始，IT 支出约占企业收入的 3%。随着 AI 实施的开始，知识工作者的支出约占公司收入的 20%。 https://t.co/7hHTuZURJm 引用来自@wintonARK 的推文：企业 AI 实施将以有趣的方式反映向云的迁移。清晰的 ROI 案例。关于安全风险和不确定性的大量含糊不清。现金流最终流向基础设施提供商和新范式本土公司。 https://t.co/4UrHkXnO4I

原推：A notable difference:

IT spend was ~3% of corporate revenues as the cloud migration began.

Knowledge worker spend is ~20% of corporate revenue as AI implementation begins. https://t.co/7hHTuZURJm

The corporate AI implementation will mirror the migration to the cloud in interesting ways.

Clear ROI case.

Lots of hemming and hawing about security risks and uncertainties.

Cash flows ultimately accrue to the infrastructure providers and the new-paradigm-native companies. https://t.co/4UrHkXnO4I

https://twitter.com/wintonARK/status/1630334001369223170