Operating at the Intersection of Technology and the Capital Markets
Month: November 2017
Amazon's straight-through-processing ("STP") retail experience provides the company with an edge vs. Google in the AI war: Visual output from our Amazon Alexa query - "Buy Amazon Echo": Consumers may execute the purchase transaction with one or two instructions. This is true for millions of products sold via Amazon's retail platform. Amazon provides consumers with … Continue reading Amazon’s Retail Experience Provides the Company with an Edge vs. Google in the AI War.
AT&T Ought to Be Allowed to Acquire Time Warner "As Is" AT&T (T) ought to be allowed to acquire Time Warner (TWX) “as is” (earlier today AT&T extended the deal close deadline to April 22 2018). It is puzzling why the Justice Department would push back on the deal. We recently covered the topic in … Continue reading AT&T’s Proposed Acquisition of Time Warner – Justice Department is MisguidedPremium
Waymo is comfortably ahead of other autonomous OEMs in terms of self-driven vehicle miles traveled. Read more HERE.
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Sorry Trump Administration. We fail to see how the proposed AT&T / Time Warner Inc. deal would be anti-competitive. Complementary assets and let's not forgot consumers have the ability to vote with their feet. Welcome to the marketplace.
As the automobile sector transitions to autonomous vehicles we decided to publish our thoughts on prospective segment winners and losers across the automotive ecosystem. Our analysis assumes that the Automotive OEMs have achieved a baseline level of autonomous capability. We expect for the OEMs to develop autonomous capability via a three-pronged approach: 1.) internal R&D, 2.) … Continue reading Autonomous Vehicle Ecosystem: Winners and LosersPremium
Uber CEO Knew of Breach - Our Advice - Disclose Early
Autonomous Teaser, Uber Data Breach, More M&A In this edition of the CEORater Podcast we cover: 1.) Autonomous driving teaser.. 2.) Perhaps Microsoft (MSFT) ought to acquire Anaplan and other SaaS/cloud Financial Management tools to create an upgrade glide path for Excel? We think so. Infor would do well to follow a similar M&A path. … Continue reading Autonomous Teaser, Uber Data Breach, More M&A
Look for our long-form report and podcast next week. Until then, here is our one page teaser..
Perhaps time for Microsoft to acquire Anaplan? (via WSJ): Stop Using Excel, Finance Chiefs Tell Staffs
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