Tag: AI

Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

Microsoft's proof-of-concept "Project Silica" stores Warner Brothers' original Superman movie on a piece of quartz glass measuring 75x75x2 millimeters thick. It is estimated that more than 100 Zettabytes of data will be stored in the cloud by 2023 (from a data volume standpoint one Zettabyte represents as much information as there are grains of sand … Continue reading Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

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Google’s Only Real AI Competition? China

Google’s Only Real AI Competition? China

How do you catch Google - the AI leader - if you are Amazon, Apple, Microsoft or any other Tech giant? Answer: You can't. However, China can. Amazon and Microsoft have partnered on machine learning ("ML"), with their joint ML initiative - Gluon. That's a start but at the end of the day, effective AI/ML/Deep … Continue reading Google’s Only Real AI Competition? China

Google – Keeping Tabs on the AI Leader

Google – Keeping Tabs on the AI Leader

AI is a scale game. Massive amounts of data and a large number of data scientists are required to build and train machine learning models and neural networks that underpin products such as Google Assistant and many others we've grown accustomed to. Google has never been great at selling to the enterprise. If it ever … Continue reading Google – Keeping Tabs on the AI Leader

It’s “Early Days” for NLP. The Opportunities Are Many

It’s “Early Days” for NLP. The Opportunities Are Many

Last Week I Participated on an AI-focused Panel at the SS&C Deliver Conference The panel - “Practical Applications for AI in Investment Operations & Accounting” - was especially enjoyable because the audience engaged. While much has changed since I last worked in an Investment Operations capacity in 1998, much remains the same - meaning there … Continue reading It’s “Early Days” for NLP. The Opportunities Are Many

AI as A Competitive Differentiator for Asset Managers<span class="badge-status" style="background:red">Premium</span> 

AI as A Competitive Differentiator for Asset ManagersPremium 

Companies mentioned: Adobe (tkr: ADBE), Alteryx (tkr: AYX), Amazon (tkr: AMZN), Automation Anywhere (private), BNY Mellon (tkr: BK), DataRobot (private), Google (tkr: GOOG), Microsoft (tkr: MSFT), Pegasystems (tkr: PEGA), Salesforce (tkr: CRM), SAS (private), SS&C Technologies (tkr: SSNC), Tableau (tkr: CRM, acquisition closed August 1st 2019), Tibco (private). Word count: 1,111. Two major trends have … Continue reading AI as A Competitive Differentiator for Asset ManagersPremium 

AI’s Dark Side – They’re Listening

AI’s Dark Side – They’re Listening

Hear that? Someone is listening. In fact, they all are: Google, Microsoft, Amazon, even Apple (who has positioned itself as a privacy champion). AI - more specifically the neural networks that power voice assistants - are far from fully autonomous. Deep learning models require human assistance at this juncture. Fair. It is when companies do … Continue reading AI’s Dark Side – They’re Listening

Technology + People = Best

Technology + People = Best

Services that Blend Technology and People Are Optimal. Someday in the future complex processes will be able to operate without human intervention. Many complex autonomous processes won't occur in my lifetime. I don't consider warehouse robots nor autonomous vehicles to be terribly complex, it's more a question of repetitions (vehicle miles traveled). I do consider … Continue reading Technology + People = Best

AI, Machine Learning and More

AI, Machine Learning and More

We used Google to search for various terms related to Artificial Intelligence to gauge popularity. We ran queries using Google's trend analysis to gauge the popularity of various search terms related to Artificial Intelligence. You may access our results here. We executed Google searches on the following five search terms: "AI", "Machine Learning", "Deep Learning", … Continue reading AI, Machine Learning and More

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Whether evaluating a company as an investment vehicle or as a potential vendor, the processes are similar. Three elements are at the heart of our due diligence process when we evaluate Technology companies as investment vehicles and when we evaluate them as vendors. 1.) Quality of the Management Team. We listed this attribute first as … Continue reading Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Big Bubbles Get Bigger

Big Bubbles Get Bigger

To borrow a line from one of America's all-time great CEOs, Dr. John Malone - "Big Bubbles Get Bigger - Little Bubbles Disappear" There is less surface tension as bubbles rise thus they continue to expand. The same is true of technology companies both from an M&A perspective as well as from a competitive standpoint. … Continue reading Big Bubbles Get Bigger