Operating at the Intersection of Technology and the Capital Markets
Tag: Artificial Intelligence
The Fed conveniently excludes Food and Energy price increases from its Core CPI calculation. Speaking personally, our grocery bill is up approximately one-third vs. last year. We wouldn't be surprised if many Americans were experiencing grocery price increases of 25-50% over last year. At some point Food (and Energy), price increases translate into consumers buying … Continue reading Price Inflation Caused Consumers To Shop Less, Not COVID Fears. More Automation Is Coming.
Many investors were waiting for SS&C Technologies (ticker: SSNC) to return to organic revenue growth. The company recently checked that box in Q1 2021 and organic growth accelerated in Q2 (read more HERE). SSNC remains a relative value versus the peer group at 23x Enterprise Value to Trailing Operating Cash Flow. Further, SS&C is generating … Continue reading SS&C Technologies Is Worth A Look
TEK2day Spotlights are sponsored reports that focus on a particular industry and/or technologies. M&A Activity & Low Interest Rates, Product & Process Innovation and Digital Transformation & Advanced Automation are some of the catalysts driving change within the global insurance industry. Click HERE to access the full report. Reach us at info@tek2day.com with any questions.
Health records, utilities, payment processing systems, streaming platforms and thousands of other consumer and commercial use cases will either be migrated to the cloud or will continue to scale on the cloud. This activity will continue to drive cloud revenue growth for decades to come. AWS, Azure and Google Cloud are well-positioned to become three … Continue reading It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud
One of the reasons why I believe this bull market of the past year is fragile outside of the Fed's loose monetary policy is the amount of gimmicks I see at play - crypto currencies (where is the inherent value?), NFTs and SPACs to name several. One gimmick category we have yet to cover in … Continue reading AI-Managed Momentum ETFs
Google is using Machine Learning to design the layout of its next-gen TPU chips. Learn more HERE.Speaking of AI and ML, SS&C Technologies (SSNC) achieved a milestone with its relatively new AI-powered Singularity platform this week. Singularity now boasts more than 50 clients. Read the release HERE. A behavioral change is required to fight cyberattacks. … Continue reading AI, ML, Autos, CEOs and Inflation
Our view is that the U.S. Government will eventually become the largest customer for all three major cloud platform providers (AWS, Azure, GCP). Without a public-private partnership, the U.S. will fall behind China in the race for all things AI. What are some of the near-term military use cases related to AI? I spoke at … Continue reading Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades
GOOG shares are up 40% YTD. The anti-trust overhang that we were concerned about for Google entering 2021 may not be much of an issue as it appears western Europe simply wants to levy a fine rather than make on the ground changes to the AI leader. A video summary of Google I/O is below. … Continue reading Google Is Having A Heck of A Year
Our past two articles focused on Advanced Automation manifested through the application of broadly-defined Artificial Intelligence as applied to Enterprise Software. Continuing the Advanced Automation theme, we expect food producers, automobile producers, retailers and other operations to accelerate their adoption of various forms of advanced automation including Robotics and automated payments (think Amazon Go's cashierless … Continue reading Inflation and Regulation Will Accelerate Adoption of Advanced Automation
Sophisticated Quant models run billion-dollar portfolios. Autonomous vehicles are on the road. AIs write music. AIs read maps and satellite images for the military. So when may an AI realistically lead a company as CEO? If one considers a large company such as Microsoft (tkr: MSFT), CEO Satya Nadella does not spend his days writing … Continue reading The AI CEO vs. The Cyborg CEO
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