When AI isn’t just a tool, it’s a partner: Pricing the value
When AI isn’t just a tool, it’s a partner: Pricing the value A couple of weeks ago, I wrote about Autodesk introducing outcome-based pricing for (some, all?) of its AI offerings. I wrote, This makes sense when we consider the AI products Autodesk is planning to bring...
Bluebeam Unbound 2025: AI, MagicWand, and why user conferences rock
Bluebeam Unbound 2025: AI, MagicWand, and why user conferences rock Have I mentioned how much I love user conferences? They’re hands-down my favorite type of event. Investor and analyst gatherings may be more focused, but they can’t match the energy of users charging...
Polymer printing, virtual factories, and a $5 billion bet on physical AI
Polymer printing, virtual factories, and a $5 billion bet on physical AI I haven’t had time for a full news roundup lately, but here are a few items that caught my eye—presented in no particular order: 3D Systems is reshaping its software portfolio, announcing plans...
Autodesk wants you to pay for outcomes, not just access
Autodesk wants you to pay for outcomes, not just access Autodesk held its bi-annual investor event yesterday, and much of it was product-related, a repeat of what we heard at Autodesk University. One thing that became clearer yesterday, though, was how Autodesk will...
Quick catchup: Ajai Gopal to join Procore, Desktop Metal finds a home, CAE partners merge, more AI
Quick catchup: Ajai Gopal to join Procore, Desktop Metal finds a home, CAE partners merge, more AI A lot is going on (is there ever not?), so here are a few bits and pieces you might find interesting: I don’t usually write about executive transitions, but this...
Are CAD Tools Really That Cheap?
Are CAD Tools Really That Cheap? During Bentley Systems’ recent earnings call, former CEO and current Chairman Greg Bentley told investors that his company could expand its total addressable market by enhancing its products and charging more for them. To make the...
Cadence expands CAE portfolio with $3.25B MSC Software deal
Cadence expands CAE portfolio with $3.25B MSC Software deal Cadence announced yesterday that it will acquire Hexagon’s Design and Engineering (D&E) business—including MSC Software—for €2.7 billion (~$3.25 billion). The deal is a mix of cash (€1.89 billion) and...
The reality of AI: Costs and adoption challenges
The reality of AI: Costs and adoption challenges I’ve come across two interesting reports that highlight how confusing the world of AI is right now — token prices aren’t doing what we thought they would. Adoption also hasn’t yet had the effects...
