Operating at the Intersection of Technology and the Capital Markets
Tag: Azure
It is always a good idea for companies to add incremental products and services that customers value. These incremental products and services enhance the value of a given company's product and service portfolio. They act as "glue", which mitigates customer churn, drives usage and more. Amazon (ticker: AMZN), Prime: In the case of Amazon's Prime … Continue reading Tech Companies & Strategic Glue
In years past AWS (Amazon) was the leading cloud platform from a Revenue standpoint followed by Azure (Microsoft) with GCP (Google) in the third position. All three companies offer broadly-defined "AI" capability, in particular Machine Learning, which customers such as Netflix (an AWS customer), use to track and predict user behavior. When it comes to … Continue reading Generative AI Flips the Script on AWS, Azure and GCP
Will Adobe's incorporation of Generative AI into its product portfolio significantly increase user engagement? That's the $60K question. If so, what are Adobe's plans going forward for further building out its Generative AI stack? How much of said stack will be a proprietary build? To date, it appears that Adobe leaned heavily on Microsoft Azure/ … Continue reading Generative AI and Adobe
The mistake that NVDA investors are making beyond the AI bubble euphoria is that they believe NVDA Revenues (expected to be approximately $11 billion in Q2) will be up and to the right in perpetuity driven by demand for Generative AI capability. Generative AI will not be the gift that keeps on giving. Below we … Continue reading Nvidia and Generative AI Hype
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..
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
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
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
Last month I wrote that in order for ChatGPT and Google Bard to reach their full potential, the respective underlying LLMs would need to be trained with industry-specific data from companies such as Bloomberg, IHS/S&P Global, Cerner/Oracle, etc. Those companies ought to be compensated for granting access to ChatGPT and Google Bard (Google has since … Continue reading Build Your Own NLP Front-End
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