Good article by Wired. Here's a recent review by Mark Kermode:
Month: October 2017
iPhone X – FaceID
I don't anticipate writing a review of the iPhone X - it's not what we do here or at CEORater. However, the folks at the WSJ have taken the time to report their findings on Apple's facial recognition technology ("FaceID") which we covered in an earlier podcast. You may access the Wall Street Journal … Continue reading iPhone X – FaceID
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
Apple’s Siri Problem
Hint: I hate it. Learn more - Ep. 48 CEORater Podcast - AAPL's Siri Problem
Amex and Me at The Gas Pump
Several weeks after publishing our podcast episode, Amex CEO Ken Chenault announced he was stepping down. Not a moment too soon in our view. Amex is not innovating and Financial Services and FinTech is an Innovator's Game. Listen to TEK2day Podcast Episode 35.
Is Tesla (TSLA) A Short Due to Increased EV Competition?
Episode 45 of the CEORater Podcast - TSLA
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?
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