30 years in Silicon Vallery! Currently, as an Industry Analyst, I help vendors with go to market strategy and the buyers in selecting the factors while picking technology and/or implementation vendors. I have done extensive research/work in Go to Market area for New Products and Services for several of my employers and customers which include Amazon AWS, IBM, Google Cloud, Oracle, VMware/Broadcom, Cisco, Dell Technologies. I have consistent interactions with PR, Analysts and Technology Media. 

I have built and architected Cloud and Edge Computing Products and enabled AI and Digital Transformation Programs worldwide. I have extensive experience in Cloud Architecture, Pre-Sales, Datacenter/Applications Rationalization and Cloud Migrations. I have directed Cloud Center of Excellence programs at Rackspace and Oracle. Led Cloud Partnerships and Alliances Work for Oracle Cloud Marketplace. built and led Data Center & Applications Audits Organization at EMC and VMware, which audited Million+ Servers worldwide.

I know SDLC at depth (been in product development roles for more than a decade) and Datacenter/Applications Operations. Global Experience, have served 100+ customer in 10+ countries. Direct involvement in more than 20 cloud implementations & migrations in last 10 years. In first 12 years of his career. Wrote enterprise software applications at McDonalds Corporation, VISA, CommerceOne, PeopleSoft and VMware

I have worked with more than 50 Fortune 1000 companies in the last 20 years in different capacities. Well-connected in Silicon Valley Startups & VC Community. Experience in building Organizations and Companies from Scratch. I also have an IPO (CommerceOne) feather in my cap :)

Congratulations to team Skild AI on $1.4 billion funding round at $14 billion valuation! Last week, on NVIDIA keynote stage, at #CES2026, just before Jensen Huang’s keynote, Deepak Pathak spoke about their value proposition in clear terms. 

David Vellante John Furrier Shelly Edward Ludlow Jon Fortt Brian J. Baumann

Sarbjeet Johal

Jensen’s Keynote at #CES2026 will kick off soon! Analysts are in, bright and early for NVIDIA keynote in Las Vegas! 

I am sitting here with best of the bunch, Janakiram MSV,Zeus Kerravala, and Rob Strechay! 

cc John Furrier Crawford Del Prete David Vellante Rob Tiffany⚡️ Ed LudlowJon Fortt #CES26

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NVIDIA, has hired Google marketing executive Alison Wagonfeld to be their 1st Chief Marketing Officer. I have had the pleasure of working with Alison's team from Google Cloud side. I wish her the best in this key role at a vendor which is highly consequential in AI space!

San Francisco based humans& raises $480 million seed funding round at $4.48 billion valuation.  Natasha Mascarenhas of Bloomberg reports with Edward Ludlow and Caroline Hyde, moments ago. 

The round was led by SV Angel and co-founder Georges Harik, with participation from Amazon founder Jeff Bezos, NVIDIA (NVDA, Financial), and others.

This investment in Humans& was spearheaded by SV Angel, founded by serial entrepreneur Ron Conway, and Georges Harik, an early Google (GOOGL) employee and co-founder of Humans &. Other notable investors include Jeff Bezos and GV, previously known as Google Ventures. 

cc Eric Zelikman

Google jumps into #AgenticCommerce and introduces UCP (Universal Commerce Protocol) standard. 

My POV, this is huge! I can attest it from experience of working with Commerce One for 5 years. Google states that UCP standard covers from catalog to post sales service - and I know that it’s a cumbersome problem to solve. I look forward to dig deep into the details of this standard put forth by Google. 


Vidhya Srinivasan, VP of Ads & Commerce Google explains 👇🏽


Crawford Marsha Jim John David Savannah Peterson Andy Wang Alison McCauley Regina Stephanie #NRF2026

#Dilbert creator, Scott Adam is no more! RIP, Scott! You have entertained us, the nerds, for several decades! 

I always saw him past his controversies, as an artist! 

#ScottAdams

“Google-Apple AI deal absolutely hits OpenAI where it hurts”, says Deirdre Bosa of CNBC, and I agree! 

Google crosses $4 trillion in market cap on back of the news of Google - Apple AI deal, leaving Microsoft ~ half trillion US dollars behind in market cap. 

“After careful evaluation, we determined that Google’s technology provides the most capable foundation for Apple Foundation Models and we’re excited about the innovative new experiences it will unlock for our users,” Apple said in a statement earlier today, Jan 12, 2026.


News: Apple picks Google’s Gemini to run AI-powered Siri coming this year. 

John Furrier Jon Fortt David Vellante Dion Hinchcliffe Brian Solis R "Ray" Wang Richard Seroter

During #CES2026, I spoke to Charlie Wood, PhD, Director of Data & Al Product Management at Caterpillar Inc. about their showcase at CES this year. We talked about KAT AI and more… 

Yes, I did inquire about Caterpillar getting into #Datacenter Power business, no information was available on that front in this setting. 

At #Caterpillar, AI, autonomy, and strategic partnerships are powering smarter solutions for construction, mining, energy and beyond.

#KATai #DeskToDust Andrew Bonfield Joe Creed David Vellante John Furrier Brad Nima Badiey Mandy Dhaliwal  Brooke Jamieson Evan Kirstel  Adriana (Adri) Scalora Shelly DeMotte Kramer Andy Wang Savannah Peterson Rob Strechay Brian J. Baumann

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