Category: Field Notes

🧭 #GDCFNews | May 27, 2026 ODE, FDE and the Outcome Underwriter. This is the new GDCF model. Capgemini named the Outcome Deployed Engineer. OpenAI scaled the Forward Deployed Engineer. My research has the seller becoming the “Outcome Underwriter.” 👉 […]

🧭 #GDCFNews | May 26, 2026 Wall Street and the US paused for Memorial Day. GDCF restructuring did not. 📌 What changed in the last 72 hours: • iqbusiness acquired @Silversoft group• Capgemini strengthened its OpenAI positioning• Booz Allen Hamilton […]

🧭 #GDCFNews | May 22, 2026 Friday’s signal is clear: AI is separating the GDCFs in very different ways. The AI era is no longer lifting the entire GDCF market equally. It is separating the firms that can convert AI […]

🧭 #GDCFNews | May 21, 2026 T&M selling is giving way to the Outcome Underwriter. Large enterprise AI deals now require a different kind of seller — not more of the same. Endava showed today what happens when that transition […]

🧭 #GDCFNews | May 20, 2026 NVIDIA reported another major beat, the GDCF implications are immediate. 📌 What changed in the last 24 hours: • NVIDIA revenue surged 85%• AI infrastructure demand accelerated, again• Capgemini completed its AGM in Paris• […]

🧭 #GDCFNews | May 19, 2026 SAP is live in Madrid. The next GDCF signal may come from Europe. 📌 What changed in the last 24 hours: • SAP Sapphire Madrid officially opened• Google launched Gemini Enterprise infrastructure at I/O• […]

🧭 #GDCFNews | May 18, 2026 The GDCF market got a demand catalyst. Not from earnings. From oil. 📌 What changed in the last 72 hours: • Trump paused strikes, Brent dropped instantly• SAP Sapphire Madrid opened• Palo Alto Networks […]

🧭 #GDCFNews | May 15, 2026 The AI market is favoring engineering-led firms over labor-scale delivery giants. 📌 What happened in the last 24 hours: • Nagarro reported Q1 2026 results• World Wide Technology was added as GDCF firm #118• […]

🧭 #GDCFNews | May 14, 2026 Wall Street wants AI growth. But labor deals still pay the bills. 📌 What happened in the last 24 hours: • Globant beat Q1 expectations• PPI came in hot at +1.4%• SAP Sapphire pushed […]

🧭 #GDCFNews | May 13, 2026 AI-at-any-cost just met the market. Wix grew revenue. The stock still got crushed. That same pressure is now moving across the GDCF market. 📌 What happened in the last 24 hours: • Wix had […]