George O'Connor: The long and the short of IT
George O'ConnorI explore the drivers of shareholder value for tech companies and their stakeholders. This is a reader funded publication.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 98 | Subscribers | Read | goconnor.substack.com |
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Latest Issues
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The long and the short of IT
The enterprise software industry is on the cusp of major change. Much of our enquiry into the impact of GenAI, AgenticAI, and AI-RAG has looked at the impact on the IT Professional Services cohort. There, headcount models will crash (BTW: a...
The long and the short of IT
Good news abounds. We have IPOs in over-drive (here, here and here), valuations are cheap (below), US valuation jaws are opened, and Techmark Index returns (+20% YTD) are the best in many years (12, actually). There is very wide performance...
The long and the short of IT
Changes to the H-1B visa programme (a clampdown on legal immigration) are a shockwave. It calls into doubt business models across the tech sector. While many see ‘tech’ as a function of IP output, business models are a function of input cos...
The long and the short of IT
The Big and Beautiful Tech Prosperity deal, BBTP, signed by the UK and USA is a landmark bilateral agreement. It is designed to accelerate AI, quantum computing, and nuclear energy innovation through cooperation and is funded by a substanti...
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