Category: Cybersecurity

Cyberattacks Are Likely To Get More Severe

Cyberattacks Are Likely To Get More Severe

It is unlikely that cyberattacks - many of which are state sponsored - will become more benign as time passes. Rather, it is more likely that cyberattacks - particularly the ransomware variety - become more severe with each successive attack. This week's REvil attack is a perfect example. So much of our enterprise technology is … Continue reading Cyberattacks Are Likely To Get More Severe

Food for Thought: WaterTech

Food for Thought: WaterTech

One of the big macro themes that I am long-term bullish on is availability of clean drinking water, especially as the global population continues to grow. Water technology companies that have the ability to treat and deliver water at the local level become increasingly strategic and valuable when one considers global population growth (Africa, India … Continue reading Food for Thought: WaterTech

AI, ML, Autos, CEOs and Inflation

AI, ML, Autos, CEOs and Inflation

Google is using Machine Learning to design the layout of its next-gen TPU chips. Learn more HERE.Speaking of AI and ML, SS&C Technologies (SSNC) achieved a milestone with its relatively new AI-powered Singularity platform this week. Singularity now boasts more than 50 clients. Read the release HERE. A behavioral change is required to fight cyberattacks. … Continue reading AI, ML, Autos, CEOs and Inflation

Bank & FinTech Consolidation to Continue. Central Banks as Disruptors.

Bank & FinTech Consolidation to Continue. Central Banks as Disruptors.

Many investors are aware of disruptive FinTech companies such as Apple Pay, Amazon Pay, Betterment, PayPal, Robinhood, Square and Stripe to name a few. These companies are disrupting the legacy FinTech landscape as well as traditional Banks in the pursuit of customers, deposits and payment volume. There is a new disruptive FinTech organization in town … Continue reading Bank & FinTech Consolidation to Continue. Central Banks as Disruptors.

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Our view is that the U.S. Government will eventually become the largest customer for all three major cloud platform providers (AWS, Azure, GCP). Without a public-private partnership, the U.S. will fall behind China in the race for all things AI. What are some of the near-term military use cases related to AI? I spoke at … Continue reading Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

A Digital Dollar Is Coming

A Digital Dollar Is Coming

A U.S. CBDC Means Less Privacy for Americans, More Competition for Banks, End of Days for Crypto. (Tickers mentioned: JPM, BAC, WFC) On Thursday Federal Reserve Chairman Jerome Powell made a statement about the Fed's progress in exploring a U.S. CBDC ("Central Bank Digital Currency", see the below video). Powell assured viewers that a U.S. … Continue reading A Digital Dollar Is Coming

The Colonial Pipeline Cyberattack Exposes A Significant Economic and National Security Risk

The Colonial Pipeline Cyberattack Exposes A Significant Economic and National Security Risk

We have written numerous articles about the risks associated with legacy technologies from a cybersecurity perspective. It seems Colonial Pipeline got off easy in its recent ransomware cyberattack. The economic and national security impact would have been significant if an enemy state decided to corrupt Colonial's systems in such a manner so as to prevent … Continue reading The Colonial Pipeline Cyberattack Exposes A Significant Economic and National Security Risk

Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending

Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending

Infrastructure Technology and CyberSecurity are among the Tech sectors that will benefit from increased consumer spending in the coming months. We recently wrote about elevated Personal Income levels due to multiple rounds of fiscal handouts. Consumers will spend this money now that the warm weather is here. Technology companies outside of "Consumer Tech" will benefit … Continue reading Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending

Crypto To Drive Next-Gen Security

Crypto To Drive Next-Gen Security

Coinbase (tkr: COIN) prices today and company co-founder Brian Armstrong made the point that regulation and cybersecurity are two key threats to the crypto industry. We believe that the crypto industry will spearhead cybersecurity innovations that will eventually be adopted by many consumers and enterprises. Tickers mentioned: COIN, MSFT, ORCL, PYPL, SAP, SQ, TYL When … Continue reading Crypto To Drive Next-Gen Security