Category: Corporate Governance

AI: The Blind Leading The Blind

AI: The Blind Leading The Blind

AI - what a mess. Executives and investors regularly refer to all advanced automation as "AI", regardless of whether the technology in question refers to machine learning, deep learning, neural networks, natural language processing, computer vision / image recognition, voice recognition, generative AI and so on. The good folks at Korn Ferry recently published the … Continue reading AI: The Blind Leading The Blind

The Next Steve Jobs?

The Next Steve Jobs?

When Apple (ticker: AAPL) CEO Tim Cook takes the stage tonight at 8pm ET, recognize that there would be no Apple without co-founder Steve Jobs. There would be no iPhone... There would be no Mac product line... There would be no Apple Watch... There would be no Apple Services... There would be no new HQ … Continue reading The Next Steve Jobs?

Microsoft’s Activision Deal Adds “Strategic Glue” To Its Xbox Platform

Microsoft’s Activision Deal Adds “Strategic Glue” To Its Xbox Platform

Microsoft closed its Activision acquisition. As we wrote on August 7th - Activision will add strategic glue to MSFT's Xbox platform by adding hit gaming content such as the Call of Duty franchise. We are fans of vertical acquisitions. The complementary pieces - once combined - have the ability to differentiate the acquiring company from … Continue reading Microsoft’s Activision Deal Adds “Strategic Glue” To Its Xbox Platform

John Riccitiello’s Past Caught Up With Him

John Riccitiello’s Past Caught Up With Him

Was Unity's pricing model PR error enough to push out John Riccitiello as Unity (ticker: U), CEO? I don't think so. However, when you combine a massive business operations gaffe with sexual misconduct lawsuits, it then becomes difficult for any Board to want to keep the CEO around. You may read our previous article about … Continue reading John Riccitiello’s Past Caught Up With Him

Intellectually Curious CEOs

Intellectually Curious CEOs

In previous TEK2day articles and podcast episodes we have talked about intellectual curiosity as the most important attribute for a Technology CEO to have. Technology Founder CEOs: We are partial to Technology founder CEOs in large part because it is their intellectual curiosity that not only served as a catalyst for starting the business, but … Continue reading Intellectually Curious CEOs

How Did NVIDIA Corner The LLM Chip Market? Jensen Huang Is the Answer

How Did NVIDIA Corner The LLM Chip Market? Jensen Huang Is the Answer

I have criticized NVIDIA (ticker: NVDA) co-founder and CEO Jensen Huang for hyping NVDA shares during the recent AI boom. Putting hyperbole aside, there is a reason why NVIDIA developed the market-leading chips that underpin the Large Language Models (LLMs) that power Generative AI products and services. Mr. Huang is that reason. While Intel (ticker: … Continue reading How Did NVIDIA Corner The LLM Chip Market? Jensen Huang Is the Answer

My Company Was Hacked. My Stock Is Paying The Price.

My Company Was Hacked. My Stock Is Paying The Price.

Clorox (ticker: CLX), has lost approximately 24% of its value since its August 14th announcement that it was hacked. While many CEOs and Boards have found cybersecurity religion, many have not. Negligence can be costly. Any company may be hacked, even those that are vigilant about cybersecurity. I don't know how vigilant Clorox was or … Continue reading My Company Was Hacked. My Stock Is Paying The Price.