Amazon, Apple and Microsoft will never catch the AI leader. Google's AI capability will become increasingly sophisticated (we use "AI" as a catch-all for artificial intelligence, machine learning, deep learning and related disciplines), with time and will evolve at a faster rate than Amazon, Microsoft and certainly Apple. Google on-device applications such as Google Assistant, … Continue reading Alphabet Is The AI Alpha Dog
It should come as no surprise that the Healthcare Services and Technology industries will drive jobs growth for the foreseeable future. We examined figures published by the Bureau of Labor Statistics which we believe are directionally correct even through we do not completely agree with BLS data classification methodologies. Non-hospital Healthcare services (shaded in yellow) … Continue reading Healthcare and Technology To Enjoy Fastest Jobs Growth
Earlier this week Amazon (tkr: AMZN) announced that Adam Selipsky would become AWS' next CEO. Current AWS CEO Andy Jassy will become Amazon CEO later this year as founder Jeff Bezos will hold only the Executive Chairman title. Selipsky previously spent 11 years at AWS before becoming CEO of Tableau which was acquired by Salesforce … Continue reading AWS Would Do Well To Focus On The Healthcare and Government Sectors
A Big Tech vs. Big Government showdown is far less likely than a marriage of the titans. Whether it be Google's search monopoly, the Facebook/ Twitter/ TikTok social media oligopoly, the AWS/ Azure/ GCP oligopoly, the App Store/ Google Play duopoly, or the iOS/Android duopoly, the amount of power and influence concentrated among the world's … Continue reading The Marriage of Big Tech and Big Government
Cerner, Epic, Microsoft, Oracle, Salesforce and more will spearhead the Vaccination Passport. Tickers mentioned: AAPL, AMZN, CERN, CHNG/UNH, CRM, FB, GOOG, MSFT, ORCL, RAMP One could argue that we already have National ID cards. Our digital footprint serves as a unique identifier and is easy to aggregate using cross-device tracking technology served up by Google, … Continue reading A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.
AWS, Azure and GCP are to thank in large part for the proliferation of applications powered by broadly-defined AI. The big three remote server platforms have made it increasingly easy for companies of all sizes from all industries to build applications that incorporate core AI, machine learning, deep learning and related capabilities. A wide variety … Continue reading Artificial Intelligence Is Electricity 2.0
Early last week we wrote about SolarWinds and the potential for another leg to drop. SolarWinds has a long road to recovery. Cyberbreaches of that sort don't engender customer trust and often lead to significant customer churn. What other companies may be at risk of a cyberbreach? Tickers mentioned: AMZN, AVGO, CERN, EFX, EXPGF, FICO, … Continue reading SolarWinds Is One of Many Cyberbreaches to Come
Google is an information black hole ingesting every bit of data in its path. Google essentially crowdsources data gathering by using willing humans to volunteer information - including sensitive PII data - typically by way of the mobile phone as a conduit. Mobile applications such as Google Assistant, Chrome, Photos, Maps, G-Suite, Google Retail, Google … Continue reading It’s Google’s World. We Just Live In It.
Amazon (tkr: AMZN) is one of four firms working to reshape the healthcare landscape along with Walmart (tkr: WMT), Alphabet (tkr: GOOG) and Apple (tkr: AAPL). Amazon has established positions in key strategic areas of the healthcare market including healthcare services and insurance (via its Haven joint venture with Berkshire Hathaway and J.P. Morgan) as … Continue reading Amazon Is Reshaping Healthcare
The employment statistic that has concerned us most over the past number of years is the labor force participation rate which stood at only 61.7% as of last week's Employment Situation Summary. Our view is that the labor participation rate will only shrink over time as the global economy continues to become more Technology and … Continue reading Technology, Healthcare and Structural Unemployment