Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Tag: AI
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 Managers
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
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
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
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
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
The "Now Economy" We are all familiar with streaming services such as Netflix and ESPN+ which provide immediate gratification. Food delivery is one of the hottest sectors for Venture Capital (Walmart has recently followed suit). Smart home technology is making it such that we aren't required to lift a finger within the home - soon … Continue reading The Now Economy and Workplace Implications
Today Artificial Intelligence is viewed by many as a mysterious miracle technology. Tomorrow AI will be as commonplace as electricity, powering all sorts of software applications and smart devices. Whether it be conversational AI, machine learning, deep learning, NLP or RPA, a variety of these technologies will underpin not only discreet applications and workflows, but … Continue reading AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity
Amazon, Cogito and other technology companies leverage Artificial Intelligence, Deep Learning and Behavioral Analytics to gauge emotions and sentiment. Amazon cares about your feelings. The company is developing a voice-activated wearable device that can recognize human emotions. This consumer wearable device is a wrist-worn product which is described as a health and wellness product in … Continue reading Amazon Wants To Know How You Feel
F for Fake. No, not the 1973 Orson Welles movie by the same name, but rather deepfakes - one of the scarier AI derivative technologies. Samsung's "Few-Shot Adversarial Learning" models could render a video of you from a single profile photo. Researchers at Samsung's Moscow-based AI research center have developed a "deep convolutional network" capable … Continue reading F for Fake
