Operating at the Intersection of Technology and the Capital Markets
Tag: AI
When will investors tire of AI? When will they stop buying into the AI hype? Do they have an expectation as to when AI is supposed to accelerate Revenue and EPS growth? (Note: this is a premium article for $99.99 and includes 6 short ideas and 1 long idea related to the AI theme). As … Continue reading When Will Investors Tire of AI? 6 Short Ideas. 1 Long.Premium
We have written about the Cybersecurity space off and on since 2017 and the one constant over that period is that corporations (and many individuals), do not give cybersecurity enough thought. For example, I do like the fact that many companies have adopted Apple Pay, G-Pay, Samsung Pay and the like as paying with these … Continue reading Cybersecurity: AI Is A Leverage Point, However..
The hype around all things "AI-related" is starting to feel like the 1999 Internet Bubble. The chatter that AI is going to save the U.S. from falling into recession (I believe we are already there), is delusional. I would short that thesis all day. There simply is not enough Enterprise Customer demand for AI / … Continue reading More AI Hype – The Latest Clickbait Phenomenon
GOOGL shares have come a long way since we wrote that they looked attractive on Feb 27th 2023 (HERE). Do MSFT shares deserve the premium they have versus GOOGL shares? (Table below). Not in my view. I appreciate that MSFT does not have the Advertising exposure that GOOGL has, but the valuation premium seems too … Continue reading Google, Microsoft, Amazon and AI
One lesson I've learned over the past 28 years in the Capital Markets is that companies should not feed into hype in order to bolster their Enterprise Value. Rather than feed into hype, CEOs and management teams ought to focus on driving the business and educating investors. The average institutional investor does not understand the … Continue reading Public Company CEOs Should Not Feed the AI Hype
Many companies will fail in their implementation of various AI projects. Many companies underestimate the cost and effort associated with advanced automation / "AI" projects. In addition, companies often fail to clearly define the business problem they wish AI to solve upfront in their AI project process. 1.) Define the Business Problem: This is not … Continue reading AI Failure: Many Companies Will Fail To Scale Their AI Projects
The present market hype around all things AI has driven equity valuations beyond what is reasonable. Is it rational that NVDA shares are up 30% over the past 5 days? NO. Is OpenAI worth the implied $29 Billion as a result of its recent $300 million venture round? NO. Is C3 ai's (ticker: AI) 5 … Continue reading AI Hype and Equity Valuations
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
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. 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
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