Operating at the Intersection of Technology and the Capital Markets
Tag: Artificial Intelligence
We had a conversation with Ken Bisconti and Bob Petrocchi who together co-lead Intralinks, an SS&C Technologies (tkr: SSNC) company. Intralinks is perhaps best known for its Virtual Data Room offering - "VDRPro" - part of a larger product portfolio that customers primarily use to securely manage M&A and related transactions. We covered a variety … Continue reading TEK2day Podcast #419: Guests Ken Bisconti and Bob Petrocchi – Co-Heads SS&C Intralinks
Core AI services (machine learning, deep learning, NLP and more) provided by the three cloud infrastructure giants (AWS, Azure, GCP), enable technology companies of all sizes and companies in general to build powerful AI-powered applications and services that previously were the exclusive domain of large Enterprise Technology companies. That paradigm has changed forever. Today, companies … Continue reading AWS, Azure & GCP Have Democratized AI
Salesforce (tkr: CRM) president and Chief Operating Officer Bret Taylor may soon succeed company founder Marc Benioff as Chief Executive Officer. That's the rumor as reported by a number of news outlets this week. If true, Taylor's operating experience - particularly on the product side (Taylor was Salesforce's Chief Product Officer prior to becoming COO … Continue reading Is Salesforce COO Bret Taylor The Company’s Next CEO?
AWS, Azure and GCP are to thank in large part for the proliferation of applications powered by broadly-defined AI. The big three remote server platforms have made it increasingly easy for companies of all sizes from all industries to build applications that incorporate core AI, machine learning, deep learning and related capabilities. A wide variety … Continue reading Artificial Intelligence Is Electricity 2.0
Advanced Analytics is not easy. It takes significantly more effort than hiring a bunch of Data Scientists and leasing Analytics software and tools. Some questions to consider as an operating executive when preparing to embark on an Analytics journey: What is the mission? What do you hope to achieve? It is critical that operating executives … Continue reading Leading A Successful Advanced Analytics Project Is More Difficult Than Many Companies Anticipate
High product usage rates combined with high switching costs equal pricing power. Google Photos - the popular photo & video management platform for Android and iOS - has pricing power to spare. Google ran the playbook perfectly. Years ago Google promised users of its Photos service that the service would remain free for life so … Continue reading 28 Billion New Photos & Videos Each Week Means Google Photos Has Pricing Power
IBM plans to spin off the Managed Infrastructure Services business within its Global Tech Services ("GTS") segment (approximately $19B TTM revenue through June 2020). Doing so will provide more air time to the acquired RedHat OpenShift (IBM's "Hybrid Cloud" strategy) and cognitive computing businesses. Post-spin, the growth in these businesses will make a greater revenue … Continue reading New IBM CEO Arvind Krishna Understands the Value of Spin-Offs
Investment Bankers often forget that their "expertise" is not unique. First impressions are critical. Entrepreneurs have long memories. Service providers ought not take the attitude that they are being put out of their way, that they are doing the client a favor. Software platforms powered by AI, Machine Learning and workflow software are poised to … Continue reading AI and ML Are Poised to Remake I-Banking
We hosted a podcast episode with Upendra Belhe as our guest. Upendra leads TEK2day's "On-Demand CAO" advisory service. We covered a variety of topics related to Data and Advanced Analytics, perhaps most notably the recent sense of urgency that insurance carriers have around standing up Analytics operations (COVID-related claims are of course a driver along … Continue reading Advanced Analytics in Insurance – A Conversation with Upendra Belhe
Market leaders may iterate and experiment with less risk of customer churn than upstarts working to establish market position. Amazon Prime is a good example. I am toying with the idea of grouping some of our TEK2day writings as an Amazon Kindle book. While playing with the Kindle direct publishing feature I noticed a new … Continue reading Market Leaders Should Experiment Like Amazon
