Month: December 2019

Facebook + PayPal = Payments Powerhouse

Facebook + PayPal = Payments Powerhouse

Venmo - PayPal’s crown jewel - built its network on Facebook’s back. Facebook (tkr: FB) ought to move to acquire PayPal (tkr: PYPL). Venmo is perhaps the most user-friendly Peer-to-Peer ("P2P") payment service in large part due to its Facebook integration which makes it easy for users to connect and transact with each other. Connect … Continue reading Facebook + PayPal = Payments Powerhouse

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We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Processing capability is becoming increasingly strategic to the success of advanced cloud services such as artificial intelligence (machine learning and deep learning) and quantum computing. Cloud-based services are the growth engine for Technology giants AWS (Amazon), GCP (Google) and Azure (Microsoft). Similarly, Apple’s new content offerings (Apple TV+, Apple News+) and Apple Health are built on … Continue reading We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Decentralized Operating Models Will Always Win the Day Over Centralized Counterparts

Decentralized Operating Models Will Always Win the Day Over Centralized Counterparts

Yesterday Expedia (ticker: EXPE) announced that its CEO and CFO had resigned effective immediately. The reason? A disagreement in strategy with Chairman Barry Diller. Expedia's former CEO and CFO had pursued a corporate reorganization to "streamline operations" to "drive innovation at scale." Our observation - certainly insofar as the Technology industry is concerned - is … Continue reading Decentralized Operating Models Will Always Win the Day Over Centralized Counterparts

AI Augmentation: The Melding of Man and Machine to Combat Advanced Cyberthreats

AI Augmentation: The Melding of Man and Machine to Combat Advanced Cyberthreats

Deepfake technology is an advanced cyberthreat that has captured the imagination over the past number of months. Deepfakes have the potential to re-write history (see the fake President Nixon Apollo 11 video below), spread mass disinformation and engage in fraud. How best to mitigate the risk of advanced cyberthreats such as deepfakes? We have previously … Continue reading AI Augmentation: The Melding of Man and Machine to Combat Advanced Cyberthreats

Walmart + PayPal = True Commerce

Walmart + PayPal = True Commerce

It is going to be a tough road for Walmart (ticker: WMT), to catch Amazon (ticker: AMZN). The latter can use profits from PRIME and AWS to subsidize investments that provide a competitive advantage in retail operations and elsewhere (think cashierless checkout). One way for Walmart to begin to remedy this situation would be to … Continue reading Walmart + PayPal = True Commerce