#𝙏𝙚𝙡𝙘𝙤𝘼𝙄 𝙪𝙨𝙚 𝙘𝙖𝙨𝙚: 𝙢𝙖𝙣𝙖𝙜𝙞𝙣𝙜 𝙘𝙤𝙢𝙥𝙡𝙚𝙭𝙞𝙩𝙮 (𝙘𝙤𝙨𝙩𝙨) I am not going to try assessing this outside-in, but there is a side thought I had. Consolidation is in essense always about cost synergies, based on the logic that complexity generates overhead costs and reduction of complexity would lower the cost base. In this case orchestrating 40 different vendors, with a plethora of contractual T&Cs, SLAs, processes, etc... On the other hand, we discuss how (gen)AI is helping boost productivity. That is: helping to cope with complexity more efficiently. https://lnkd.in/gpjUD6Ss?
Not always about cost synergies (market power is something to strive for too), but yes, AI may deliver benefits of scale without scale.
Nothing says “we support software developers, please use our APIs” like binning 35 suppliers… Great optics