@FinanceYF5: This is undoubtedly the biggest signal we've seen since OpenAI and Anthropic launched their consulting businesses earlier this year. The world's largest companies no longer want to pay for software that only partially fits how they work.
Summary
The world's largest companies are starting to build their own custom software to replace off-the-shelf solutions. Starbucks dropping IBM and Microsoft in favor of internal systems is seen as a major signal for the AI consulting business.
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This is undoubtedly the biggest signal seen since OpenAI and Anthropic launched their consulting businesses in Q1 of this year.
The world’s largest companies no longer want to keep paying for software that only partially fits their workflows. https://t.co/atwBXARWb2
Luke Pierce (@lukepierceops): Starbucks spends $400 million a year on software. Yesterday they announced they’re moving off IBM and Microsoft to build their own custom systems in-house.
IBM dropped 3% and Salesforce dropped 4% on the news.
And honestly this is, unequivocally, the biggest signal I’ve seen
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