Бесплатный софт за N миллионов: разговор с Алексеем Телковым | IT-фронтир

IT-фронтир

IT-фронтир

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Companies are increasingly deciding to develop enterprise software in-house—with AI and within a year. It sounds practically free, but then the budget starts to include graphics cards, subscriptions, and a 50-person team. So how much does in-house development really cost?

Alexey Telkov, CEO of Galaktika, discusses how an ERP vendor can grow in the market when Western players have left, and the main competitor is increasingly the customer themselves, who say, "We'll write it ourselves."

Main topics of the issue:

— How telecom differs from IT, and why telecom operators don't have the right to "reboot right now";
— Why Western markets are closed, and what should alert a customer to a Russian product too quickly;
— How much does in-house development cost, and how AI is accelerating cyber threats;
— How the Russian IT market differs from the American one;
— Where Galaktika's frontier lies, and why the market needs at least two strong players.

A conversation with someone who came to development from telecom, where every minute of downtime has a price in rubles. What do you think?

Timecodes for the episode:

00:00 — Introduction to the guest
00:55 — How telecom differs from IT
07:34 — Russian IT after 2022: A window of opportunity
13:10 — Entering foreign markets
20:10 — "We'll write it ourselves," or how much does in-house development cost
35:52 — AI and information security
46:55 — EBITDA versus faith: the Russian and American IT markets
51:32 — Hegemon, autonomy, or colony: what is Russia now?
57:01 — Where is the "Galaxy" frontier?