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IBM to acquire Confluent

confluent.io

101–110 of 374 posts

Re: IBM to acquire Confluent

#101
post #46
post #9

“With the acquisition of Confluent, IBM will provide the smart data platform for enterprise IT, purpose-built for AI.” https://newsroom.ibm.com/2025-12-08-ibm-to-acquire-confluent... I don't understand how this acquisition is relevant for AI.

Event-driven AI decision making is the C-suite wet dream. A large % of major orgs run Kafka for their eventing systems.

So the idea is sorta watching the wire of streaming data with autonomous agents or something like that?

Re: IBM to acquire Confluent

#102
This is so funny. Now CNBC says "...The addition of Confluence will strengthen IBM’s artificial intelligence portfolio..."

Since when is streaming event logs AI? Am I taking crazy pills?

Re: IBM to acquire Confluent

#103

This is so fascinating to me. I mean how IBM keeps taking over other companies, but they consistently deliver low quality/bottom-tier services and products. Why do they keep doing the same thing again and again? How are they generating actual revenue this way? Ok, so does anyone remember 'Watson'? It was the chatgpt before chatgpt. they built it in house. Why didn't they compete with OpenAI like Google and Anthropic…

> Ok, so does anyone remember 'Watson'? It was the chatgpt before chatgpt. they built it in house. Why didn't they compete with OpenAI like Google and Anthropic are doing, with in-house tools? Leadership in IBM also thought that Watson was like what what OAI/Anthropic/Google are doing now. It wasn't. Watson was essentially a ML pipeline over-optimized on Jeopardy, which is why it failed in literally every other domai…

Sure, but they were doing that stuff. They had ML people, infrastructure, marketing, branding,etc... already. Their product sucked, but they could have copy-catted OpenAI in 2022+ like everyone else.

Re: IBM to acquire Confluent

#105

IBM have an absolutely stellar record of blowing acquisitions. The highly motivated newly acquired team will be in honeymoon phase for 3 months, and then it slowly dawns on them that they’ve joined an unbelievably rigid organization where things like customer satisfaction and great products don’t matter at all. Then they’ll be in shock and disbelief at the mind boggling Byzantine rules and internal systems they have…

In defense of Byzantines. Their rules and amazing diplomatic prowess is what let them be an empire for so long. The negative connotations to Byzantine comes from the negative perception the west had of them. Byzantines were very practical in regards to who they allied with.

Re: IBM to acquire Confluent

#106
post #37

I worked for IBM Cloud about 6+ years ago. While there, we had to connect to a Softlayer VPN to get into our Jira instance. My VPN account and Jira account never got provisioned so I couldn't connect nor see the Jira board. My team-mates couldn't even assign a ticket to me b/c of this. They would just put my initial's in the ticket summary and send me a slack of the details. It was right before I left that we got our…

Why didn't you ask to get the accounts provisioned?

You'd have to be able to find the person to do that first hehe!

Re: IBM to acquire Confluent

#107

IBM have an absolutely stellar record of blowing acquisitions. The highly motivated newly acquired team will be in honeymoon phase for 3 months, and then it slowly dawns on them that they’ve joined an unbelievably rigid organization where things like customer satisfaction and great products don’t matter at all. Then they’ll be in shock and disbelief at the mind boggling Byzantine rules and internal systems they have…

I hope Hashicorp survives. A few higher ups I’ve talked to there made it seem like IBM wants to learn from them, not force their old ways onto Hashicorp. We’ll see. That one is still pretty new.

HCP wasn't any prize when they got bought, though, right? HashiCorp Cloud was more like a fog in terms of growth. A bunch of products got lost a long the way (Boundary? Waypoint?) HCP lost 50% of its IPO value by the time it was bought. Yes, I know IPO's are high and always go down, but it went from around a $14bn valuation to being bought for something like $6.5bn.

Re: IBM to acquire Confluent

#108

IBM have an absolutely stellar record of blowing acquisitions. The highly motivated newly acquired team will be in honeymoon phase for 3 months, and then it slowly dawns on them that they’ve joined an unbelievably rigid organization where things like customer satisfaction and great products don’t matter at all. Then they’ll be in shock and disbelief at the mind boggling Byzantine rules and internal systems they have…

Surely by now everyone, including non-developers and non-software people, know exactly what IBM is, and you don't sell to IBM/join IBM without knowing exactly what's about to happen. No one joins IBM today and thinks there will be a huge focus on customer satisfaction or focus on great product design, it's all about squeezing maximum profit out of products until you need to discontinue them because you chased away al…

Not wrong but the image that people are painting in the comments is getting close to a caricature now.

The stuff IBM is doing on Quantum Computing is serious cutting-edge science and engineering for instance. The R&D they are doing on semiconductors on their 2nm and sub-2nm processes is also impressive and hardcore tech. They are doing a bunch of progress on post-quantum cryptography and homomorphic encryption. They've fallen behind now, but they were also quite strong on pre-LLM NLP for a couple of decades, it was not all fluff.

Yes they have an awful enterprise culture and they are not focused on building excellent products. But what they offer fits the needs of many organizations, and a lot of the things they are doing on R&D are no joke.

Re: IBM to acquire Confluent

#110

This is so fascinating to me. I mean how IBM keeps taking over other companies, but they consistently deliver low quality/bottom-tier services and products. Why do they keep doing the same thing again and again? How are they generating actual revenue this way? Ok, so does anyone remember 'Watson'? It was the chatgpt before chatgpt. they built it in house. Why didn't they compete with OpenAI like Google and Anthropic…

Everything will make sense when you realize that IBM is a consulting company. They don't care about building great products. In fact building self-serve products will directly take away from their consulting revenue. They instead need to be good at marketing and selling their services. Watson was exactly that - a marketing demo that got them in the news cycle and helped them sell a giant wave of contracts under a single brand to unsuspecting CIOs of legacy non-tech companies. Every acquisition helps with this goal. Red Hat - locking companies into licenses and support contracts for the OS. HashiCorp & Confluent - locking companies into support contracts for their cloud infra.
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