Think of Generative AI as an Advanced Automation tool that may be deployed widely across the Enterprise. The only limitations are the underlying data sets used to train the AI models and human imagination. If used optimally, Generative AI could help companies gain insights that could strengthen existing competitive advantages and identify new ones. Where … Continue reading Generative AI’s Secret Sauce: Data
Alteryx (AYX): Lots of Operating Leverage Should the Company Choose To Unlock It
Alteryx would do well for itself to significantly reduce OpEx as a percentage of revenue. Sales & Marketing was 64% of March Q revenue, which is far too high. Given March Q revenue of $199 million, there is no reason why Sales & Marketing could not be in the 25-30% of revenue range. If Sales … Continue reading Alteryx (AYX): Lots of Operating Leverage Should the Company Choose To Unlock It
META’s Ad Problem
META's value proposition to Ad Buyers was permanently impaired by Apple’s implementation of permission-based Ad tracking which has negatively impacted META's price per ad metric for almost two years (see chart and table below). Further adding to META's Ad woes, Google will phase out third-party cookies next year and replace them with its Privacy Sandbox. … Continue reading META’s Ad Problem
Spend, Spend and More Spending
We recently wrote Don’t Worry About The Debt Ceiling as a deal would inevitably get done as both sides want their pork. The spend-heavy Dems and GOP have reached a tentative debt ceiling deal. This means more fiscal spending that's not tied to production/GDP, more fiscal deficits, more debt and more inflation. The inflation tax … Continue reading Spend, Spend and More Spending
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 email@example.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
The Fed’s Balance Sheet Reduction (QT) Update Premium
The Fed's Treasury holdings were unchanged the week-ended May 24th 2023. Minimum QT activity combined with a substantial back door QE program via the BTFP equals QE on a net basis. Treasuries: The Fed’s Treasury security holdings were unchanged for the week-ended May 24th and decreased by $72.3 billion on a rolling 4-week basis. Agencies: The Fed’s … Continue reading The Fed’s Balance Sheet Reduction (QT) Update Premium
Weekly Update: Bank Term Funding ProgramPremium
The Bank Term Funding Program (BTFP, bail out/QE) had approximately $91.9 billion in outstanding loans as of Wednesday this week, up from $87.0 billion (+ $4.9 billion) a week ago. The “other credit extensions” line item of $192.6 billion includes the FDIC loans made to regional banks. This figure is down from $208.5 billion (- $15.9 billion) … Continue reading Weekly Update: Bank Term Funding ProgramPremium
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
How Much of That Share Repurchase Authorization Will Be Executed?
The WSJ reports that companies have announced $600 billion of share repurchase authorizations year-to-date. What percentage of that total authorization will be executed? The proof is in the pudding as they say and a share repurchase press release means zero until the company in question starts to execute on the authorization. Announcing share repurchase authorizations … Continue reading How Much of That Share Repurchase Authorization Will Be Executed?
Disney Should Acquire Warner Bros. Discovery
Disney (DIS) needs additional hit content for its Disney+ streaming platform. The streaming game is a scale game. Production houses that own their own streaming platform (Netflix, Disney, Comcast, Warner Bros. Discovery), need to ensure they have sufficient "hit" content to drive profitable streaming operations. Ideally those content producers want to achieve streaming profitability primarily … Continue reading Disney Should Acquire Warner Bros. Discovery
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