I think Apple was a sentimental favorite for some, but congratulations to Cisco. Perhaps the thinking is that digital "infrastructure" makes more sense at the moment than "applications." One wonders how much longer that distinction will be important.
Monday, June 1, 2009
Cisco In, GM Out
Cisco on June 8 will be part of the Dow Jones Industrial Average, General Motors will not. It sort of tells you something about what "industrial" now means.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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