Operating at the Intersection of Technology and the Capital Markets
Tag: Facebook
A digital currency world is coming. The 2022 Beijing Olympics will operate via a digital RMB for local attendees and may include digital cross-border payments as well. Our Federal Reserve is experimenting with digital currency. Both Fed Chair Powell and Treasury Secretary Yellen have talked down Bitcoin and said the U.S. will move slowly with … Continue reading Square, PayPal, and Apple Will Dominate A Digital Currency World
Tickers mentioned: AAPL AMZN FB GOOG PYPL SNAP TTD TWTR Google is flexing its online advertising muscles. The company will eliminate third-party advertising cookies and will not replace them with technologies that make it possible to track individual users across the Internet. Google and other Technology giants control the most eyeballs and will continue to … Continue reading Google Flexes Its Online Advertising Muscles. Big Fish Get Bigger.
Alphabet, Amazon, Apple, Facebook and Microsoft each grew headcount in 2020 with all but Alphabet accelerating headcount growth. Big Tech has a hunger for software engineers, architects, designers and data scientists. These skilled employees are working to scale sophisticated cloud platforms, applications and services that increasingly leverage advanced automation and analytics powered by artificial intelligence/ … Continue reading Big Tech’s Hunger For Talent
TikTok Gains, Facebook Loses and Don't Forget YouTube Some highlights (click here to download table): Snapchat has lost popularity among teens since 2018.TikTok has become the leading social media platform among teens.Instagram has lost share among teens since 2019.Twitter and Facebook were the biggest losers among teens (2012-2020).YouTube was not part of the survey yet … Continue reading Most Popular Social Networks Among Teens
Hopefully prospective SEC Chairman Gary Gensler will work to rein in the frothy activity that has occurred in the capital markets over the past decade. These range from slap on the wrist fines (large banks in particular), which amount to nothing more than a Cost of Goods Sold charge, to SPACs to more recently social … Continue reading The Social Media-Enabled Pump and Dump
FOMO is stronger than ever given social media, the 24-hour news cycle and various fintech apps that facilitate equity trading. FOMO ("Fear Of Missing Out"), is stronger than ever, especially among the retail trading community. Retail traders are flush with cash coming off of 2020's Federal Government issued checks and enhanced unemployment benefits. Technology has … Continue reading FOMO Is Stronger Than Ever
A Big Tech vs. Big Government showdown is far less likely than a marriage of the titans. Whether it be Google's search monopoly, the Facebook/ Twitter/ TikTok social media oligopoly, the AWS/ Azure/ GCP oligopoly, the App Store/ Google Play duopoly, or the iOS/Android duopoly, the amount of power and influence concentrated among the world's … Continue reading The Marriage of Big Tech and Big Government
Cerner, Epic, Microsoft, Oracle, Salesforce and more will spearhead the Vaccination Passport. Tickers mentioned: AAPL, AMZN, CERN, CHNG/UNH, CRM, FB, GOOG, MSFT, ORCL, RAMP One could argue that we already have National ID cards. Our digital footprint serves as a unique identifier and is easy to aggregate using cross-device tracking technology served up by Google, … Continue reading A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.
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
Google is an information black hole ingesting every bit of data in its path. Google essentially crowdsources data gathering by using willing humans to volunteer information - including sensitive PII data - typically by way of the mobile phone as a conduit. Mobile applications such as Google Assistant, Chrome, Photos, Maps, G-Suite, Google Retail, Google … Continue reading It’s Google’s World. We Just Live In It.
