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IBM partners with ARM

https://finance.yahoo.com/sectors/technology/articles/ibm-announces-strategic-collaboration-arm-040100144.html

This is far more strategic than first appears as it gives Enterprise customers options while feeding IBM’s strategy of buying SW innovations.

  1. It grows IBM’s Mainframe moat for the Fortune 500 - 1000 (expands the mainframe monopoly)
  2. It opens up SW acquisition opportunities thus allowing IBM to expand its distribution model while also shrinking IBM’s legacy SW in house development model

Real Talk

Let's talk about what actually happened.

Avaya didn't just restructure. They cut thousands of experienced people — account managers, engineers, support staff — people who had spent years building real relationships with real customers. Not contractors. Not redundant roles. The people customers actually called when something broke or a deal needed to get done.

And those customers noticed. We watched it happen in real time. The calls shifted overnight. Not "what's the roadmap for Infinity" — it was "who do I even talk to now" and "should we start looking at alternatives."

Now there's a LinkedIn post about hiring to sell Infinity. Like the last few years didn't happen.

Here's the thing about trust in enterprise tech — it's not a product feature. You can't relaunch it. It lives in the people who showed up consistently for years, who knew the customer's environment, who picked up the phone. A lot of those people are gone. And the customers they served remember exactly why they left.

BlackBerry had better hardware by the time people stopped buying it. Didn't matter. The relationship was already broken.

We're not saying Avaya can't survive. But surviving and winning back the people you walked away from are two very different things. One is possible. The other takes a lot more than a job posting.


Staples Baddie

Who else started following her on TikTok after the mention during the Enterprise Town Hall? I'm loving this employee-generated content and it will be really interesting to see what kind of sales impact she will have. The growth in number of followers and all the enthusiasm for Staples in her post comments is exciting to witness.


Avaya Americas

Some more major talent left yesterday , many that were the glue for Enterprise customers. There are random sales people that noone knows filling the gaps of leavers.

The 15th of November fell on Saturday so the RIFs rolled Monday . Remember 2024 rolled same dates in January