117 ИТ-проектов и один вопрос, который убил большинство из них
117 ИТ-инициатив, 10+ лет горизонта реализации и один вопрос к бизнесу: «Ты готов за эту цифру отвечать?» Разбираю, как через реестр, ресурсную модель, P&L и системные ограничения отсеять проекты, которые съедают людей, бюджет и внимание.
https://habr.com/ru/articles/1044356/
#PMO #ITменеджмент #управлениепроектами #портфельпроектов #PnL #ROI #CAPEX #OPEX #backlog #ресурсноепланирование
Here is a strategic foresight application with MiMo v2.5 Pro (OpenCode Desktop).
Question: does self-hosting AI workflows with expensive GPUs and open-weight models pay off?
Key insight to share: The evidence most strongly supports the case that the possible cost advantage is temporary, not structural.
Context via /premortem:
1. API prices can be volatile
2. OpenAI and Anthropic IPOs are likely. Post-IPO the prices will change
3. There is no guarantee of a prolonged Chinese contribution to open-weight models. Once DeepSeek reaches a full Chinese AI vertical, they don't need to remain 40x cheaper. They can increase the price as well.
4. Currently the main reason Anthropic and OpenAI get that much traction is that they reside in a compliant economic zone (USA)
Qwen 3.7 Max from Alibana is proprietary. There are open-weight Qwen models, but the flagship / frontier models don't have an obligation to be open-weight.
Given the marketing and AI adoption experiences (real-world AI in business struggles), the investment into a self-hosted HW setup may not be viable in most cases.
Even if the API costs remain at the current level.
La encrucijada ferroviaria en Costa Rica
La encrucijada ferroviaria en Costa Rica
El país ha vuelto a comprar una promesa ferroviaria, pero esta vez viene en cuotas y con letra pequeña. La aprobación del financiamiento por $800 millones para el nuevo proyecto de tren eléctrico de pasajeros marca el inicio de una fase que sus defensores llaman “pragmatismo fiscal” y sus detractore [...]
#CAPEX #ClaudiaDobles #EncrucijadaFerroviaria #GAM #Opinión #ProyectoDeTrenEléctrico
https://elmundo.cr/opinion/la-encrucijada-ferroviaria-en-costa-rica/
Exministro Mauricio Batalla asegura que nuevo tren es “más financiable y ejecutable”
Exministro Mauricio Batalla asegura que nuevo tren es “más financiable y ejecutable”
San José, 13 may (elmundo.cr) – El exministro de Obras Públicas y Transportes, Mauricio Batalla, defendió este martes la viabilidad del nuevo proyecto ferroviario impulsado por el Gobierno y cuestionó [...]
#CAPEX #CostaRica #Destacada #MauricioBatalla #OPEX #ProyectoDelTrenEléctrico #SubsidioOperativo
The Capex Cut
On Thursday, April 23, Meta cut 8,000 jobs and Microsoft offered buyouts to roughly 8,750 more. Both cited AI. Neither was losing money. Microsoft's program is the [first voluntary buyout in its 51-y
On Thursday, April 23, Meta cut 8,000 jobs and Microsoft offered buyouts to roughly 8,750 more. Both cited AI. Neither was losing money. Microsoft’s program is the first voluntary buyout in its 51-year history, eligibility set by a “rule of 70” — age plus tenure must reach seventy, capped at senior director level, with notifications going out May 7. Meta’s chief people officer Janelle Gale told staff in a memo obtained by Bloomberg that the cuts are “to offset the other investments we’re making.” Severance is 16 weeks plus two per year of service; effective date May 20. The company is also closing 6,000 unfilled roles, removing 14,000 headcount positions from its 2026 plan.
Сколько стоит внедрить AI？Отвечаем с LCOAI
Компании во многих отраслях переходят от AI-экспериментов к масштабным внедрениям, сталкиваясь с трудностями в оценке сопутствующих издержек. Традиционные фин.модели не всегда отражают экономическую сложность развертывания и сопровождения AI решений, что приводит к заблуждениям в сравнении альтернативных вариантов решений. В сегодняшней статье разберем LCOAI - адаптированный для AI подход к оценке стоимости владения цифровым продуктом - и ответим на вопрос "Сколько же стоит внедрить этот ваш ИИ?“.
https://habr.com/ru/companies/raft/articles/1027748/
#ai #tco #capex #opex #lcoai #cloud #onpremise #product_management #infrastructure #scaling
The article is a bit skimpy on details and the curves really simplistic – well it's log scale – but the conclusion I can see, even if fusion power plants would work, they probably won't be cost effective soon.
While nuclear fusion power is often hailed as a future source of abundant, clean energy, current dominant fusion designs, magnetic and laser inertial, are unlikely to become competitive due to their expected low experience rates. Accordingly, policymakers should not rely on, or fund, fusion power as a core pillar of future clean energy systems unless designs with different characteristics are developed.
Tesla ramps up capital spending as it shifts toward AI and new factories
📰 Original title: Tesla Enters Its Capexmaxxing Era
🤖 IA: It's clickbait ⚠️
👥 Usuarios: It's clickbait ⚠️
View full AI summary: https://killbait.com/en/tesla-ramps-up-capital-spending-as-it-shifts-toward-ai-and-new-factories/?redirpost=32e3f0a0-5939-4d06-b39b-b01c533434cb
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El Mundo
Inferential
🔏 Matthias Wiesmann
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