Microsoft Infuses Products with Machine Learning and the Social Graph

This past week (September 25 – 27, 2017) Microsoft held its Ignite and Envision Conferences. The co-conferences encompass both technology (Ignite) and the business of technology (Envision). Microsoft’s announcements reflected that duality with esoteric technology subjects such as mixed reality and quantum computing on equal footing with digital transformation, a mainstay of modern business transformation projects. There were two announcements that, in my opinion, will have the most impact in the short-term because they were more foundational.

The first announcement was that machine learning was being integrated into every Microsoft productivity and business product. Most large software companies are adding machine learning to their platforms but no company has Microsoft’s reach into modern businesses. Like IBM, SAP and Oracle, Microsoft can embed machine learning in business applications such as CRM. Microsoft can also integrate machine learning into productivity applications as can Google. IBM can do both but IBM’s office applications aren’t close to having the market penetration of Microsoft Office 365. Microsoft has the opportunity to embed machine learning everywhere in a business, a capability that none of their competitors have.
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Sumeru Equity Partners Acquires MDSL and Combines with Telesoft

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Title Page: SEP Acquires MDSL
SEP Acquires MDSL

Note: Updated August 2nd with coverage links from Sumeru, MDSL, Telesoft, AltAssets, AOTMP, Crunchbase, PEHub, and Pitchbook.

In case you missed the announcement, as of July 31st, Sumeru Equity Partners has acquired MDSL and is joining Telesoft with MDSL to form a single Technology Expense Management company. I had a few opinions about the new MDSL that didn’t fit into my more formal analysis because they’re observations rather than directional guidance. If you haven’t read the formal Market Milestone yet, please check it out.

First, Sumeru Equity Partners has an interesting portfolio of companies that could be accretive to the new MDSL company. Take a look at their current portfolio:

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How does the 2017 version of HPE support enterprise IT departments?

Meg Whitman at HPE Discover 2017

Meg Whitman at HPE Discover 2017
Meg Whitman at HPE Discover 2017
Recently, Amalgam Insights attended HPE Discover, HPE’s semi-annual show devoted to its enterprise offerings. Our firm was especially interested in seeing how HPE would position itself after having divested much of its software portfolio to Micro Focus and then spin-merging its Enterprise Services division with CSC to form DXC Technology on April 1st of this year.

In HPE’s General Session and subsequent presentations, several key themes emerged in HPE’s positioning. The most obvious is that, in consolidating HPE’s offerings to servers, storage, and networking, the company is now focused on being the arms dealer for hybrid IT support. This is based both on the core HPE portfolio of technology and services as well as removing the business services and complementary technologies that were previously seen as competitive to potential HPE competitors. This fundamental change should serve HPE well.

How HPE found its focus

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