Month: October 2017

Blade Runner 2049

Blade Runner 2049

  Good article by Wired. Here's a recent review by Mark Kermode:

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Uber Killer? Waymo & Autonomous Ride-Hailing

Uber Killer? Waymo & Autonomous Ride-Hailing

  It would seem to us that Alphabet (tkr: GOOG) has a greater probability of bringing a functioning autonomous ride-hailing service to market at scale via its Waymo unit more quickly than Uber or Lyft given the strength of Alphabet's balance sheet. We cover Uber - although primarily from a corporate governance standpoint - in … Continue reading Uber Killer? Waymo & Autonomous Ride-Hailing

How to Fix IBM: M&A and More M&A

Recently we posited that IBM could easily fix its habitually declining revenue woes with a systematic acquisition strategy focused on Information Services companies. The benefit to IBM in targeting the Information Services sector goes beyond the obvious immediate-term revenue relief and operating margin accretion. The key strategic benefit is that the Info Services companies are … Continue reading How to Fix IBM: M&A and More M&A

The Three “I”s for Selecting Board Members

The Three "I"s for Selecting Board Members: 1.) Intellectual Curiosity 2.) Industry Experience 3.) Inquisitive IBM lacks Board members that have Software industry experience other than CEO Ginni Rometty. We recommend that IBM turn over its Board and replace BoD members with new members who have significant Software industry experience given that Software - particularly … Continue reading The Three “I”s for Selecting Board Members

Movement & The Entrepreneur: A Conversation with Greg Walls of PE28

Often the best advice one could give an entrepreneur is to "just do it". "It" could be an idea/project/NewCo or it could be a discreet task. As entrepreneurs our business is our baby. As such, we want perfection. Perfection - while a noble aspiration - is not practical. Entrepreneurs must take action with imperfect information … Continue reading Movement & The Entrepreneur: A Conversation with Greg Walls of PE28

The Auto Sector is as Fluid as Any. Who Will Dominate in an Autonomous, AI-Driven World?

WSJ article: Toyota’s Talking Car Wants to Be Your Clingy BFF Embedded voice-based intelligence/AI within the automobile - one more reason for Apple, Amazon, Google/Alphabet and Microsoft to insert/expand their footprint within the auto sector. Vehicles are feature-rich and lend themselves well to voice-based commands/ AIs. Each of Apple, Amazon, Google and Microsoft could readily … Continue reading The Auto Sector is as Fluid as Any. Who Will Dominate in an Autonomous, AI-Driven World?