@ConstellationR VP - Top Analyst Firm-Disruptive Tech? Innovate? Negotiate? #OurDigitalFuture
Black Forest, CO
Joined February 2009
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Am I bias, maybe? But check it out and follow, I suspect you will love it. #toyfoxterrier instagram.com/toyfoxmalone/
David Stanley retweeted
#AI can make customer interactions faster. Can it make them more human, too?
In this ShortList Spotlight, @lizkmiller and @rwang0 explore #CX transformation, AI at scale, and @Cognizant Moment’s focus on emotional integrity.
xitter.cf/i/broadcasts/1kJzDPREa…
.@SAP posts strong Q3 on cloud growth bit.ly/4sBBXtn SAP posted third quarter revenue growth of 13%, cloud revenue growth of 26% and crossed the €10 billion quarterly revenue mark for the first time.
Analyst sees boost to SpaceX shares in long run if Tesla merger happens cnb.cx/3U68Hhu
David Stanley retweeted
MyPoV: catching up with @dan_murphy @CNBC about the impacts of a @SpaceX @Tesla merger. What do you think?
cnbc.com/video/2026/10/22/sp…
SpaceX manufacturing is what's putting China ahead
video.foxbusiness.com/v/6407…
.@Nvidia launches DSX POD, aims for modular, preintegrated AI factories bit.ly/4yD1rYl Nvidia launched DSX POD AI factories in a move designed to speed up deployments with modular containers that are integrated and validated before delivery. According to Nvidia, the…
Speculation grows over potential @Tesla - @SpaceX merger bit.ly/4BnFcIS @FoxBusiness @rwang0 of @constellationr analyzes rumors of a stock swap merger between Tesla and SpaceX. He explains how the deal would give Elon Musk dual-class voting control.
David Stanley retweeted
One week to go! #CCE2026 brings business and technology leaders together next week in Half Moon Bay to exchange ideas, explore what’s next for the enterprise, and celebrate this year’s SuperNova Award winners and BT150 inductees. Oct. 26–29.
Join us: bit.ly/4xAlOX4
SpaceX's Q3: Musk says it could rent out its AI compute several times over constellationr.com/insights/…
Speculation grows over potential Tesla-SpaceX merger foxbusiness.com/video/640713… #FoxBusiness
David Stanley retweeted
.@CaterpillarInc’s autonomous equipment efforts are accelerating, but domain knowledge remains key to delivering returns. At @CoreWeave Fully Connected 2026, Brandon Hootman discussed how advances in AI reasoning and world models are bringing autonomy to complex, unstructured construction sites.
Read more from @ldignan: bit.ly/4rXYDDy
David Stanley retweeted
#AI dominated Q3, but the bigger story is adaptability. In this quarterly webinar, @ekolsky & @rwang0 explore what’s changing across enterprise technology, from AI value and workforce design to context, architecture, and trust, and what leaders should watch heading into 2027. Watch here: zurl.co/uvK63
David Stanley retweeted
.@Boomi acquires Elementary Data, adds data observability, quality, governance layer bit.ly/4eG3AvfBoomi said it has acquired Elementary Data, a data observability platform used to build AI agent workflows. Elementary Data's observability, quality, governance…
David Stanley retweeted
#AI dominated Q3, but the bigger story is adaptability. In this quarterly webinar, @ekolsky & @rwang0 explore what’s changing across enterprise technology, from AI value and workforce design to context, architecture, and trust, and what leaders should watch heading into 2027. Watch here: zurl.co/OQ4BG
.@Boomi acquires Elementary Data, adds data observability, quality, governance layer bit.ly/4eG3Avf Boomi said it has acquired Elementary Data, a data observability platform used to build AI agent workflows. Elementary Data's observability, quality, governance…
David Stanley retweeted
On Friday @ 11 AM PT, @DisrupTVShow interviews Jeff Jonas, Founder & Ceo of Senzing, David Bray, Distinguished Chair of the Accelerator, Stimson Center and Jeff Cole, Author of Disrupters at the Gate.
Watch it here: bit.ly/4yZEKyP
@ValaAfshar @rwang0 #DisrupTV
Kodiak Gas Services needs to scale, humans and digital workers are the answer constellationr.com/insights/…
David Stanley retweeted
#AI agents shouldn’t get permanent autonomy just because they have access. Trust must be earned through execution. In this latest piece, Esteban Kolsky explores how enterprises can scale agent autonomy while keeping authority accountable, adaptable, and revocable.
Read it here: bit.ly/4B4N0Pp
.@JPMorgan Chase aims to avoid #AI lock-in, have nuanced view of AI agents bit.ly/4zyr8uc JPMorgan executives were asked about returns on the firm's AI spending in a third quarter that missed estimates. The responses were nuanced, focused use cases and staying clear…
How @IFS’ industrial customers are approaching #AI use cases bit.ly/47hpGjW IFS customers are looking to AI use cases that solve practical issues to save money, put intelligence in the hands of front-line workers and analyze maintenance issues in the field.
