Tag: cloud computing

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Processing capability is becoming increasingly strategic to the success of advanced cloud services such as artificial intelligence (machine learning and deep learning) and quantum computing. Cloud-based services are the growth engine for Technology giants AWS (Amazon), GCP (Google) and Azure (Microsoft). Similarly, Apple’s new content offerings (Apple TV+, Apple News+) and Apple Health are built on … Continue reading We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

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Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

Microsoft's proof-of-concept "Project Silica" stores Warner Brothers' original Superman movie on a piece of quartz glass measuring 75x75x2 millimeters thick. It is estimated that more than 100 Zettabytes of data will be stored in the cloud by 2023 (from a data volume standpoint one Zettabyte represents as much information as there are grains of sand … Continue reading Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

CyberSecurity Is Not Someone Else’s Problem

CyberSecurity Is Not Someone Else’s Problem

We have definitely entered a period of CyberSecurity fatigue. When Capital One's (tkr: COF), stock barely gets hit in the aftermath of a significant CyberBreach you know many investors - as Rhett Butler once said - "don't give a damn". CEO's need to "own" CyberSecurity and operate it like a line of business. Customer PII … Continue reading CyberSecurity Is Not Someone Else’s Problem

When Companies Aren’t Led by Experts

When Companies Aren’t Led by Experts

Much was made of Apple's chief designer Jony Ive stepping down last week. Rightfully so. What does it mean when companies aren't led by domain experts? "He’s not just a designer. That’s why he works directly for me. He has more operational power than anyone else at Apple except me. There’s no one who can … Continue reading When Companies Aren’t Led by Experts

The Now Economy and Workplace Implications

The Now Economy and Workplace Implications

The "Now Economy" We are all familiar with streaming services such as Netflix and ESPN+ which provide immediate gratification. Food delivery is one of the hottest sectors for Venture Capital (Walmart has recently followed suit). Smart home technology is making it such that we aren't required to lift a finger within the home - soon … Continue reading The Now Economy and Workplace Implications

Insurance Companies Are Undervalued Tech Companies

Insurance Companies Are Undervalued Tech Companies

Insurance Companies Are Undervalued Technology-Enabled Services Companies Insurance companies are undervalued Technology-Enabled Services companies. Further, they share attributes with richly-valued SaaS companies – namely predictable, recurring revenue. Insurance companies obviously don’t develop and sell technology as a core business, yet they leverage various software applications and analytical tools that power their core underwriting services. From … Continue reading Insurance Companies Are Undervalued Tech Companies

No Time Like Now to Leverage AI

No Time Like Now to Leverage AI

We will participate on the June 3rd IASA OnPOINT conference panel hosted by SS&C Technologies. Topics covered will include AI, machine learning, deep learning, NLP, RPA and other forms of intelligent automation. There are many prospective use cases for AI and related technologies. However, prior to jumping in with both feet it is important to … Continue reading No Time Like Now to Leverage AI

Google Has Raised the Bar for Technology Companies

Google Has Raised the Bar for Technology Companies

Google flexed its on-device computing might last week at its annual I/O developer conference. This should serve as a wake-up call to other technology companies whether they be consumer-focused or enterprise technology companies. I'm still impressed by the fact that Google compressed Google Assistant's footprint by 200x (from 100GB to 0.5GB). Similarly, other advanced Google … Continue reading Google Has Raised the Bar for Technology Companies

Microsoft is the Cloud

Microsoft is the Cloud

Microsoft embodies the cloud and all it encompasses including edge computing, AI and machine learning, mixed reality, autonomous systems and more. Microsoft is a good proxy for what tomorrow's cloud-driven economy may look like. Our view? A tapestry of natural language AI-based applications and autonomous systems, all running on core platforms primarily powered by a … Continue reading Microsoft is the Cloud

Tesla, Eye in the Sky & InsurTech

Tesla, Eye in the Sky & InsurTech

Tesla plans to roll out its own insurance product. The insurance industry has known for years that the self-insurance wave was coming. "I am the eye in the sky... I can read your mind... I am the maker of rules.." So the song goes and so goes Tesla. Those of us who have spent time … Continue reading Tesla, Eye in the Sky & InsurTech