Month: May 2019

Google Has Raised the Bar for Technology Companies

Google Has Raised the Bar for Technology Companies

Google flexed its on-device computing might last week at its annual I/O developer conference. This should serve as a wake-up call to other technology companies whether they be consumer-focused or enterprise technology companies. I'm still impressed by the fact that Google compressed Google Assistant's footprint by 200x (from 100GB to 0.5GB). Similarly, other advanced Google … Continue reading Google Has Raised the Bar for Technology Companies

It’s Good To Be King

It’s Good To Be King

Google is the AI King. More precisely, the king of AI, machine learning and deep learning. Google held its annual "IO" developer conference yesterday and we were most impressed by Google's ability to run sophisticated AI models entirely on-device. Many technology analysts will cover Google's new Pixel 3A phone and smart home devices. We were … Continue reading It’s Good To Be King

Microsoft is the Cloud

Microsoft is the Cloud

Microsoft embodies the cloud and all it encompasses including edge computing, AI and machine learning, mixed reality, autonomous systems and more. Microsoft is a good proxy for what tomorrow's cloud-driven economy may look like. Our view? A tapestry of natural language AI-based applications and autonomous systems, all running on core platforms primarily powered by a … Continue reading Microsoft is the Cloud

Microsoft’s Open Design Strategy Has Its Roots in Auto

Microsoft’s Open Design Strategy Has Its Roots in Auto

Microsoft's product design strategy borrows from the automobile industry Microsoft is a different beast under CEO Satya Nadella. One of the most profound changes under Nadella has been the way in which the company builds products. In the past, small independent teams would create new Microsoft products in a vacuum - not dissimilar to experiments … Continue reading Microsoft’s Open Design Strategy Has Its Roots in Auto

Tesla, Eye in the Sky & InsurTech

Tesla, Eye in the Sky & InsurTech

Tesla plans to roll out its own insurance product. The insurance industry has known for years that the self-insurance wave was coming. "I am the eye in the sky... I can read your mind... I am the maker of rules.." So the song goes and so goes Tesla. Those of us who have spent time … Continue reading Tesla, Eye in the Sky & InsurTech

Social Payments or P2P on Steroids

Social Payments or P2P on Steroids

We've tested a number of the P2P apps over the past several weeks and believe Venmo has the best-in-class user experience. A software executive warned me many years ago: "Don't underestimate the power of the GUI" ("GUI": Graphical User Interface). Venmo's near frictionless user experience combined with Facebook's social features give the application a "leg … Continue reading Social Payments or P2P on Steroids

Public Company Earnings Call Survival Kit

Public Company Earnings Call Survival Kit

Public company management teams would do well to allocate more time on earnings calls covering strategy & execution, sources of competitive differentiation and "why we win deals". Conversely, allocate less time reviewing quarterly minutiae that could be addressed within the prepared remarks and an accompanying slide presentation. Quarterly earnings calls are an opportunity for management … Continue reading Public Company Earnings Call Survival Kit