John @Furrier Newsletter
JohnFurrier.substack.comEnterprise Tech Analysis plus Silicon Valley Business and Technology Insights
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 77 | Founded | 6 years ago | Last Issue | 14 days ago |
| Active | |||||
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johnfurrier.substack.comLatest Issues
The Rise of the AI Control Plane hit Boomi World in Chicago
For the last two years, enterprise AI has been trapped inside the wrong debate.
The industry obsessed over open versus closed models, GPU shortages, token economics, and which hyperscaler owned the biggest “AI factory.” These were useful c...
From Cloud Strategy to Architecture Strategy: The Rise of Hyperscale 3.0
Tracking the signals from the industry, here at IBM Think 2026, and the broader ecosystem, the new boardroom question is operational, not procurement: how do we operate across all environments to deliver outcomes? The enterprise is being re...
The third leg of AI’s infrastructure race isn’t silicon or power. It’s capital
The artificial intelligence arms race has spent the last two years obsessed with a duopoly of constraints: the desperate hunt for Nvidia Corp. silicon and the grueling wait for grid-scale megawatts. In the Valley, the mantra was simple: If...
Google Cloud Next 2026 Preview: The Real Story Isn't AI — It's the Control Plane
Everyone heading into Google Cloud Next this week is bracing for another wave of AI announcements. More Gemini. More agents. More benchmarks. More on-stage demos that look great in a keynote and disappear into a slide deck by Friday.
That...
The Great AI Sorting
There’s a comfortable narrative forming in the market right now: AI is the great democratizer.
It’s a compelling story. It’s also the wrong one.
The idea that ubiquitous tools create a level playing field sounds good — but it ignores what...
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