⚡️⚡️⚡️⚡️⚡️⚡️
Starbucks with a clear message:
The era of software acquisition is over - the era of building AI systems begins. $SBUX 🍵 $CRM 💼 $IBM 🔑
Starbucks spent about $400 million a year on software - now it has decided to change direction and move a significant part of its systems from standard IBM and Microsoft platforms to developing customized systems within the company. 🏭
The market quickly understood the meaning - IBM stock - and CRM stock are plummeting with it after the announcement. 🔽
But the real story is much bigger than the daily stock reaction. ⚠️
This is one of the clearest signals that giant companies are no longer willing to settle for generic software that "approximately" fits how they work. ⛔️
Instead of adapting the business to the software, they are starting to build software that is precisely tailored to the business. 💡
This is where the next generation of AI consulting comes in. 🤖
The goal is no longer just to add a chatbot or a "second brain" to the organization. ❌
The goal is different - first, a single infrastructure is built that centralizes all data - systems are unified, redundant and inefficient processes are eliminated - and only then is AI implemented to perform automation, make decisions, and improve productivity based on correct processes. ✔️
This is precisely the difference between companies that will use AI as a nice addition, and companies that will completely change their operational structure. 💡
Therefore, the launch of OpenAI and Anthropic's consulting arms earlier this year now appears to be part of a much broader trend - the future is not just stronger AI models, but organizations rebuilt around them. 📈
Starbucks may be the first; if the move succeeds - it is likely that many companies will follow suit soon. 💵
The big losers - CRM and management software giants. 🩸
The market is no longer looking for more software. 👋
It is looking for a new way to work - and whoever does not rebuild their organization may find that competitors have done so long before them. 👌