From Chat bots to Ambient AI. Cloud-based AI and Machine Learning technology is readily available. Large technology platform companies such as Amazon (Alexa), Google and Microsoft (Azure), encourage third-party developers to build applications and services on top of their core AI and Machine Learning platforms. This enables developers to focus resources on building value through … Continue reading How AI Will Conquer Financial Services
Google parent company Alphabet (tkr: GOOG) needs to acquire Walmart (tkr: WMT) to better compete with Amazon (tkr: AMZN) and to reverse the negative trend in Google's core search advertising business. While arch nemesis Amazon continues to make strides in retail (Amazon.com, Amazon Go, Key, Prime, Wholefoods), Google’s retail path has not been quite so … Continue reading Google Needs to Acquire Walmart
The SEC ought not allow companies to issue supervoting or non-voting shares - a method companies use to enable founders to exercise control beyond their share ownership. To my knowledge it has only been a few, high profile Technology companies that have used this trick. Alphabet (tkr: GOOG) split its stock into three classes in … Continue reading Supervoting Shares = Poor Corporate Governance
Human Capital is Key “It’s people! Soylent Green is people!” shouted Charlton Heston’s Robert Thorn in 1973’s Soylent Green. Fast forward 45 years and people remain central to the process. Although the process we refer to isn’t recycled human foodstuff but rather the global economy where Intellectual Capital provides economic sustenance and Human Capital is … Continue reading It’s People! It’s People!
Chronicle vs. AWS One of Alphabet's Moonshot projects was released into the world last week. The company is named Chronicle - read more about it here. In short, Chronicle is a CyberSecurity company whose value proposition is to sell its machine learning-driven offering to large enterprises. We believe this could be a difficult sale for … Continue reading Alphabet’s Chronicle Gets the Shine While AWS Is The Sleeping CyberSecurity Giant Nobody Talks About
We recently posted an article that in part detailed our view on non-voting share issuances (hint: we despise them). In the spirit of healthy follow-up, I shared my view with SEC Chairman Jay Clayton. Read my note to Chairman Clayton HERE.
It would seem to us that Alphabet (tkr: GOOG) has a greater probability of bringing a functioning autonomous ride-hailing service to market at scale via its Waymo unit more quickly than Uber or Lyft given the strength of Alphabet's balance sheet. We cover Uber - although primarily from a corporate governance standpoint - in … Continue reading Uber Killer? Waymo & Autonomous Ride-Hailing
WSJ article: Toyota’s Talking Car Wants to Be Your Clingy BFF Embedded voice-based intelligence/AI within the automobile - one more reason for Apple, Amazon, Google/Alphabet and Microsoft to insert/expand their footprint within the auto sector. Vehicles are feature-rich and lend themselves well to voice-based commands/ AIs. Each of Apple, Amazon, Google and Microsoft could readily … Continue reading The Auto Sector is as Fluid as Any. Who Will Dominate in an Autonomous, AI-Driven World?