Tag: Cloud

Defining A Winning Culture

Defining A Winning Culture

A Winning Culture Doesn't Happen by Accident "Culture" is a word of the moment that has been spoken ad nauseam, primarily by sports and business media. Sports journalists heavily used the word during the recent NFL coaching carousel. What these journalists failed to mention is that "culture" in the context of an organization is not … Continue reading Defining A Winning Culture

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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

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

Big Bubbles Get Bigger

Big Bubbles Get Bigger

To borrow a line from one of America's all-time great CEOs, Dr. John Malone - "Big Bubbles Get Bigger - Little Bubbles Disappear" There is less surface tension as bubbles rise thus they continue to expand. The same is true of technology companies both from an M&A perspective as well as from a competitive standpoint. … Continue reading Big Bubbles Get Bigger

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

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

It's all about the cloud. Given that Amazon's AWS business unit and Microsoft's Azure business unit are the two finalists for the Pentagon's $10 billion "JEDI" contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content "below the … Continue reading Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

The Subscription Economy

The Subscription Economy

Our Conversation with "Subscription Economy" Pioneer and Zuora (tkr: ZUO), Co-Founder & CEO Tien Tzuo This article serves as a follow-up to our earlier article: "Every Company Should Consider Adopting A Subscription Revenue Model" We favor subscription revenue models for a variety of reasons:Providing a better service: Subscription models (aka - "usage-based models" or "consumption-based … Continue reading The Subscription Economy