Tag: AMZN

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

It's all about the cloud. Given that Amazon's AWS business unit and Microsoft's Azure business unit are the two finalists for the Pentagon's $10 billion "JEDI" contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content "below the … Continue reading Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Amazon’s Autonomous Robotics Acquisition: Canvas Technology

Amazon’s Autonomous Robotics Acquisition: Canvas Technology

Last week Amazon acquired Canvas Technology, an autonomous robotics company designed to automate fulfillment centers. This is Amazon's second acquisition of a robotics company deployed in fulfillment centers. The first was Amazon's March 2012 $775 million acquisition of Kiva Systems, which we had an opportunity to interact with last year in Boston. Amazon reportedly acquired … Continue reading Amazon’s Autonomous Robotics Acquisition: Canvas Technology

Streaming Services Unbound

Streaming Services Unbound

There are a number of new streaming content providers on the block such as YouTube TV, ESPN+ and the forthcoming Disney+. In addition, legacy content providers such as the New York Times and CBS have caught subscription fever. (free article) Subscription fatigue? Time will tell. We provide subscriber metrics including number of paid subscribers and … Continue reading Streaming Services Unbound

Disney – New King of the Jungle?<span class="badge-status" style="background:red">Premium</span> 

Disney – New King of the Jungle?Premium 

Disney May Be the New King of the Content Jungle. Disney+ Coming to A Screen Near You in November. We've previously written in these pages that "Content Is King". Similarly, back in 2017 we posited that "Netflix Loses in A Disney Fox Deal". Disney - owner of the world's best content library - was in … Continue reading Disney – New King of the Jungle?Premium 

Apple Will Have A New CEO Within 5 Years<span class="badge-status" style="background:red">Premium</span> 

Apple Will Have A New CEO Within 5 YearsPremium 

Apple will have a new CEO within 5 years. You may thank Apple CEO Tim Cook and former Microsoft CEO Steve Ballmer. Microsoft shares flat-lined from 2001 to 2013 during a series of flubs including being late to the Internet, late to mobile, late to the cloud, late to AI, slow to capitalize on the … Continue reading Apple Will Have A New CEO Within 5 YearsPremium 

CEORater Technology Founder CEO Index Remains Undefeated

CEORater Technology Founder CEO Index Remains Undefeated

Year-to-Date results are in through April 1st 2019 and the CEORater Index outperformed both on an Unweighted and Weighted return basis. The CEORater Technology Founder CEO Index posted an Unweighted Return of 28.8% year-to-date through April 1st 2019 vs. 23.3% for the benchmark (ticker: RYT). +5.5% outperformance. Roku (tkr: ROKU) was the top performer on … Continue reading CEORater Technology Founder CEO Index Remains Undefeated

“Google By the Numbers” or, “How We Feed the AI”

“Google By the Numbers” or, “How We Feed the AI”

Sure, Amazon’s Alexa-powered devices are nifty, but there’s only one AI king of the jungle - Google. Google benefits from more nodes on the network - i.e. more input data from which to learn - than any other single technology platform. “Google By the Numbers” or “How We Feed the AI”: Google processes 63,000+ search … Continue reading “Google By the Numbers” or, “How We Feed the AI”

The Industrial Cloud

The Industrial Cloud

Earlier this week Amazon’s AWS unit and automobile giant VW announced a joint effort to build the “Industrial Cloud”. This effort delivers on the Cloud vision from more than a decade ago of driving operating efficiency by migrating large, complete enterprise data sets to the cloud. Massively scaled, secure cloud environments like AWS enable interoperability … Continue reading The Industrial Cloud

Apple’s Strategy – The Good, The Bad & The Retro<span class="badge-status" style="background:red">Premium</span> 

Apple’s Strategy – The Good, The Bad & The RetroPremium 

When speaking or writing about Apple we have spent much of the past 18 months beating up on the iPhone. Yesterday's "Apple Event" didn't engender confidence in the firm's content strategy. Anchored by a curated, walled garden approach, Apple's strategy seems mired in the early 2000's at a time when young people have migrated to … Continue reading Apple’s Strategy – The Good, The Bad & The RetroPremium 

Content Wars & Investing for Tomorrow

Content Wars & Investing for Tomorrow

Not Apples to Apples but the Below Tells A Story.. YouTube (GOOG): More than 1.9 billion logged-in YouTubers each month. 200 million+ logged-in users watch people play games on YouTube each day. (YouTube/Stadia has one foot in today and one in tomorrow with traditional content and video games on the platform). Netflix (NFLX): 139 million … Continue reading Content Wars & Investing for Tomorrow