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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Confluent (CFLT) investor relations material
Confluent Global Technology, Internet, Media & Telecommunications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Global Technology, Internet, Media & Telecommunications Conference 2025 summary18 Nov, 2025
AI supercycle and technology evolution
AI is driving a major compute upgrade cycle, opening new problem domains beyond traditional business logic and rules.
Progress in AI benchmarks has been steady, with economic value realization still in early stages.
Coding is a leading indicator, with AI rapidly automating knowledge work in this area.
Enterprises are early in adopting AI, with significant impact expected over the coming years.
AI is expected to fundamentally change how companies operate across industries.
Software industry transformation and business models
AI is generating more software and applications, increasing demand for data infrastructure.
Consumption-based pricing is becoming more relevant due to the high cost of AI workloads.
The traditional moat of UI familiarity is weakening as agentic AI and APIs become more central.
Companies that effectively harness automation and custom software will gain a competitive edge.
Open source and network effects remain key to building sustainable moats.
Real-time data and infrastructure
Real-time data is increasingly critical as software automates more business operations.
AI-driven use cases, such as customer support, require up-to-date data for effectiveness.
The shift from batch to real-time processing is accelerating, especially with AI adoption.
Data infrastructure must span edge, on-premise, and multiple clouds to meet enterprise needs.
Managed, cloud-native platforms that integrate connectivity, governance, and processing are in high demand.
AI's scope vs. prior tech cycles
How will AI fundamentally reshape software applications?
Real-time data's criticality for AI effectiveness
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Confluent, Inc. provides a data streaming platform that enables its clients to transform their business by harnessing real-time data streams. The Confluent Platform manages the barrage of stream data and makes it available throughout an organization. It provides various industries with a stream-data platform that enables application builders to easily access data as real-time streams. The company’s platform helps companies to make their applications smarter, by feeding them the massive amounts of information generated by their users, sensor networks and machines.
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