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agseward

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IBM just spun out a $19B annual revenue managed infrastructure business, Kyndryl. [1]

Doing some back of the napkin math on the remaining business, by revenue it is roughly 45% consulting, 40% software, and 15% hardware. IP revenue represents 1% ($626M) of its revenue. [2]

What does it actually do? At a high level, help companies deal with the complexities created in a world of heterogeneous infrastructure (data and AI across environments, common management/security, automation, etc.).

[1] https://techcrunch.com/2021/11/04/kyndryl-officially-launche...

[2] https://www.ibm.com/investor/att/pdf/IBM_Annual_Report_2020....

Disclaimer: I'm an IBM employee, but my opinions are my own and I'm just using public data.

Sorry to hijack the thread here. Why is your prediction that IBM gives up "hybrid multi-cloud"? Isn't hybrid multi-cloud exactly aligned with the future that you are portraying here (sans IBM's bet on k8s, which we could have another debate on) that what runs on top of cloud infrastructure will be available across multiple clouds?

Disclaimer: I work for IBM, and my opinions are my own.

You should actually hold off for longer

In 2018, the American Academy of Pediatrics (AAP) released new recommendations for car seat safety. As part of these recommendations, they removed their previous age-based recommendation that children remain rear facing in car seats until the age of 2.

The AAP now suggests that children remain rear facing until they reach their rear-facing car seat’s weight/height limits which, for most children, will leave them rear-facing beyond the previous age recommendation.

Source: https://www.healthline.com/health/childrens-health/forward-f...

I was wondering why I was getting quoted deliveries of May 1 - May 22 on an entire category of items marked as Prime over the weekend. They offered to speed up delivery of my $10 item to April 17 for the low price of $30. I thought some enterprising company had cornered the market and was raking in some sweet delivery fees.