Category: Information Services

We Expect Less M&A Deal Activity in 2H 2023

We Expect Less M&A Deal Activity in 2H 2023

Our view is that M&A activity will further slow from here (especially within Tech), given that valuations have rebounded to a large degree year-to-date (Tech in particular), but sales pipelines are not any more robust than they were in Q4'22 nor Q1'23. Further, the macro economic environment is not any stronger today than it has … Continue reading We Expect Less M&A Deal Activity in 2H 2023

All Things AI

All Things AI

We have over 100 AI-related articles. Here are our top AI-focused articles. They cover all elements of AI including many companies that play in different corners of AI. Reach out to us with any questions at jmaietta@tek2day.com AI Is Nothing New, Yet We Are Only Scratching The Surface Build Your Own NLP Front-End AI-Powered Convenience … Continue reading All Things AI

AI Is Nothing New, Yet We Are Only Scratching The Surface

AI Is Nothing New, Yet We Are Only Scratching The Surface

AI is nothing new, yet we are only scratching the surface. I believe that every Technology company is incorporating broadly-defined "AI" into their products and services offerings at this juncture. "AI" at its core is based upon statistical models that underpin various advanced automation processes such as machine learning, deep learning, neural networks, natural language … Continue reading AI Is Nothing New, Yet We Are Only Scratching The Surface

Google’s Discount To Microsoft Is Too Steep

Google’s Discount To Microsoft Is Too Steep

I'm fully aware that Ad Revenue (Ad-related Revenue accounted for 78% of Google's total revenue in the March quarter) does not command the same multiple as subscription revenue, but should Microsoft command 2x GOOGL's valuation on an EV/Revenue and EV/ Cash from Operations basis? It would seem that GOOGL's valuation discount to MSFT is punitive. … Continue reading Google’s Discount To Microsoft Is Too Steep

Microsoft: Too Big To Be Accountable?

Microsoft: Too Big To Be Accountable?

It feels as though Microsoft (MSFT) and perhaps the largest Tech companies are too big to be held accountable. While I much prefer MSFT CEO Satya Nadella to former CEO Steve Ballmer, nowhere on MSFT's recent EPS call was there a single question about organic revenue growth. Acquisitions likely accounted for at least one percentage … Continue reading Microsoft: Too Big To Be Accountable?

The Full Promise of Large Language Models

The Full Promise of Large Language Models

The full promise of Large Language Models (LLMs) won't be delivered until LLMs are capable of understanding nuanced industry specific commercial data. Until such time, LLMs will be productivity enhancers (think Google Assistant), capable of automating routine tasks but incapable of operating complex processes. In order for the above to happen, LLMs will need to … Continue reading The Full Promise of Large Language Models