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00:00 IBM’s Acquisition of Confluent and the Role of Real-Time Data

03:10 IBM’s Hybrid Cloud and AI Strategy Behind the Deal

08:23 Why Infrastructure Companies Rely on M&A for Growth

12:18 Ontology, Knowledge Graphs, and the Foundations of Digital Twins

17:01 Modeling Organizations as Digital Twins and the Shift to Agentic Software

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https://x.com/imrobertyi

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