Tag: Blockchain

Cybersecurity: AI Is A Leverage Point, However..

Cybersecurity: AI Is A Leverage Point, However..

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..

Saying “No” To Deals Avoids Blowups

Saying “No” To Deals Avoids Blowups

Tiger Global paid Bain & Co. $100 million to perform due diligence, yet Bain somehow missed that FTX was a fraud. Helpful hint: check the bank statement next time. Then, work your way backwards through the cash flow chain. I can understanding hiring industry experts or functional specialists to assist with your internal investment due … Continue reading Saying “No” To Deals Avoids Blowups

One Company Won’t Build The Metaverse

One Company Won’t Build The Metaverse

Meta Platforms (META) will not single-handedly build the metaverse, nor will Microsoft (MSFT), nor Apple (AAPL), nor Autodesk (ADSK), nor Amazon (AMZN)... We think of the metaverse as a series of interconnected digital worlds where people engage in recreational and commercial activity. Everything from gaming to purchasing a house to leasing commercial space, to buying … Continue reading One Company Won’t Build The Metaverse

Facebook and The Blockchain

Facebook and The Blockchain

Here is our follow-up to our recent article Facebook Will Be Next. We have stated on a number of occasions that social media companies such as Meta/Facebook and Twitter overstate the number of active users given that the active user metric is a self-reported figure and given that no outside firm has the ability to … Continue reading Facebook and The Blockchain

Blockchain and Cybersecurity

Blockchain and Cybersecurity

Our recent Blockchain article touched on the superior digital security offered by Blockchain/ Distributed Ledger Technologies ("DLT"). Over time we anticipate that legacy payment systems, workflow software and general transaction processing systems will be replaced by dedicated blockchain/ DLT networks. The Internet in its present form is riddled with cybersecurity risks. The current crop of … Continue reading Blockchain and Cybersecurity

Forget The Metaverse. Blockchain Is Where To Focus

Forget The Metaverse. Blockchain Is Where To Focus

The Metaverse is a bunch of noise as far as we are concerned. FB needs the Metaverse to work for Act II. For the rest of us - consumers and investors alike - blockchain or distributed ledger technologies ("DLT"), is where it's at. DLT will underpin payment systems, financial security trading systems, real estate transactions … Continue reading Forget The Metaverse. Blockchain Is Where To Focus

Twitter’s New CEO: Parag Agrawal

Twitter’s New CEO: Parag Agrawal

Twitter named its Chief Technology Officer - Parag Agrawal - Chief Executive Officer effective immediately. Twitter co-founder Jack Dorsey stepped down from his CEO post and will remain on Twitter's Board. This change was long overdue in our view as Mr. Dorsey had simultaneously been CEO of two public companies - Twitter (TWTR) and Square … Continue reading Twitter’s New CEO: Parag Agrawal

The Fed’s Digital Dollar Will Remake The Capital Markets

The Fed’s Digital Dollar Will Remake The Capital Markets

From instant trade settlement, to real-time AML transparency and reporting, the Fed's CBDC / "Digital Dollar" will drive efficiency, enhance transparency and reduce privacy. "We are the Federal Reserve and we are here to help" (translation: run for cover). The Federal Reserve will have rolled out its CBDC - the Digital Dollar - by 2025 … Continue reading The Fed’s Digital Dollar Will Remake The Capital Markets

Cyberattacks Are Likely To Get More Severe

Cyberattacks Are Likely To Get More Severe

It is unlikely that cyberattacks - many of which are state sponsored - will become more benign as time passes. Rather, it is more likely that cyberattacks - particularly the ransomware variety - become more severe with each successive attack. This week's REvil attack is a perfect example. So much of our enterprise technology is … Continue reading Cyberattacks Are Likely To Get More Severe