Operating at the Intersection of Technology and the Capital Markets
Category: Cybersecurity
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.
We have folded our CEORater-related content under our TEK2day brand. TEK2day will publish more content to YouTube in the coming weeks. Our YouTube content won't necessarily be published as a TEK2day podcast. We occasionally publish our content to LinkedIn, but not all of our content. The best way to find our content is here at … Continue reading TEK2day: All Things Technology & Capital Markets-Related
PLTR attached itself to the AI hype and remains overvalued. Way overvalued. We wrote about PLTR last week (HERE). Last night's EPS reprt should be no surprise (Hype can't produce growth). What is fair value for an Info Services company like PLTR (Palantir is simply a predictive analytics firm with a Software wrapper) that is … Continue reading Palantir Remains Overvalued. Way Overvalued.
Sure, Palantir (ticker: PLTR), is a fine Info Services company with a predictive analytics platform at its core. However, given the heavy nature of its customer deployments, PLTR can't scale the way AWS, Azure and GCP scale. In fact, Palantir sits on top of AWS, Azure and Google Cloud. So, what are investors so excited … Continue reading More AI Madness
Now that Microsoft (ticker: MSFT) has received approval to acquire Activision (ticker: ATVI, better luck next time Lina Khan), I am curious as to what kind of operating leverage Activision may enjoy as Generative AI is deployed more deeply throughout the organization post-deal close. Video game publishers have been using AI for years to render … Continue reading Generative AI Across Activision Post-Deal Close
Many media sites are quoting Cloudflare (ticker: NET) in their META versus Twitter articles (I've never seen Financial media so obsess over a private company as it does with Twitter). Specifically, Cloudflare's Radar product tracks Internet traffic across various usage metrics including usage by domain, geography, device type, user type (human/bot), etc. I question Cloudflare's … Continue reading I Question Cloudflare’s Data
A fully automated IPO process is not on the immediate horizon, but technology isn't the barrier, institutional adoption is. IPO Price: Venture Firms know their cost basis, where comps were priced, company positioning, where the equity markets sit, all of which become inputs into the valuation model. The difficult part to replace with automation is … Continue reading The AI IPO Is Coming
The way I see Generative AI playing out across the enterprise will be that companies will lean on AWS, Azure and Google Cloud Platform (GCP) for Core Generative AI services. The simple truth is that most enterprises do not have the knowledge or resources available to build proprietary large language models (LLMs) that underpin Generative … Continue reading AWS, Azure and Google Cloud Will Lead Generative AI
The price increases of goods and services in 2021, 2022 and YTD combined with higher interest rates have ensured that a recession will follow. The economic damage is done. The Fed could take interest rates to zero percent tomorrow and restart QE and it would not stave off this recession. Prices for goods and services … Continue reading This Economic Recession Is Baked In
We have written about the Cybersecurity space off and on since 2017 and the one constant over that period is that corporations (and many individuals), do not give cybersecurity enough thought. For example, I do like the fact that many companies have adopted Apple Pay, G-Pay, Samsung Pay and the like as paying with these … Continue reading Cybersecurity: AI Is A Leverage Point, However..
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