Tag: GOOG

Prospective Bloomberg LP Acquirers

Prospective Bloomberg LP Acquirers

With Michael Bloomberg throwing his hat into the ring for the 2020 Democratic nomination, many have speculated as to how Bloomberg would divest his equity stake in his namesake firm were he to win the Presidency. We don't expect Mr. Bloomberg to win the Office of the President nor would a sale necessarily be required … Continue reading Prospective Bloomberg LP Acquirers

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A Case for Walmart to Acquire Oracle

A Case for Walmart to Acquire Oracle

Our rationale as to why Walmart should acquire Oracle is fairly simple. WMT's strategy: Walmart is pushing to become an "omnichannel" (brick & mortar plus online) retailer. Walmart has rolled out various online offerings most of which are the result of acquisitions. Data proliferation drives demand for storage and advanced analytics: Online retail generates reams … Continue reading A Case for Walmart to Acquire Oracle

High Quality Tech Names – Steady as She Goes

High Quality Tech Names – Steady as She Goes

Our CEORater equal-weight mock Technology portfolio leverages various CEORater investing principles and has outperformed by a significant margin. (tickers mentioned: ADBE, AMZN, CSGP, GOOG, MA, MSFT, NOW, SSNC, TWLO, VEEV, VRSK) We kicked off an experiment in Q1 of 2019. This experiment - not to be confused with the CEORater Technology Founder CEO Index - … Continue reading High Quality Tech Names – Steady as She Goes

Google and Ascension Act Brazenly with Patient Medical Records

Google and Ascension Act Brazenly with Patient Medical Records

Unbelievable. I was always of the belief that patients/consumers would soon port their medical records to the cloud. It is outrageous that Google and Ascension acted on patient medical records without patient permission. Google CEO Sundar Pichai and Ascension CEO Joseph Impicciche ought to step down. Commandeering medical records makes a mockery of privacy law. … Continue reading Google and Ascension Act Brazenly with Patient Medical Records

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

Facebook to Leverage “Authentication” to Drive Ad Revenue?

Facebook to Leverage “Authentication” to Drive Ad Revenue?

For comic relief I watched some of the Facebook congressional hearings (video below). While Facebook's Calibra/Libra cryptocurrency initiative was the hearing's focus, clues were offered as to what may lie ahead for Facebook users and Ad buyers. At the 6:24:30 mark of the video, U.S. Representative Dean Phillips (D-MN), asked Facebook founder and CEO Mark … Continue reading Facebook to Leverage “Authentication” to Drive Ad Revenue?

Google’s Only Real AI Competition? China

Google’s Only Real AI Competition? China

How do you catch Google - the AI leader - if you are Amazon, Apple, Microsoft or any other Tech giant? Answer: You can't. However, China can. Amazon and Microsoft have partnered on machine learning ("ML"), with their joint ML initiative - Gluon. That's a start but at the end of the day, effective AI/ML/Deep … Continue reading Google’s Only Real AI Competition? China

The Long Tail Will Differentiate You

The Long Tail Will Differentiate You

We are working on a project that has me thinking about the "long tail". For those who took Statistics you may recall that the long tail is the portion of the distribution where occurrences appear far away from the distribution's center. A long tail business strategy is one where the service provider makes hard to … Continue reading The Long Tail Will Differentiate You

Google – Keeping Tabs on the AI Leader

Google – Keeping Tabs on the AI Leader

AI is a scale game. Massive amounts of data and a large number of data scientists are required to build and train machine learning models and neural networks that underpin products such as Google Assistant and many others we've grown accustomed to. Google has never been great at selling to the enterprise. If it ever … Continue reading Google – Keeping Tabs on the AI Leader

AI as A Competitive Differentiator for Asset Managers<span class="badge-status" style="background:red">Premium</span> 

AI as A Competitive Differentiator for Asset ManagersPremium 

Companies mentioned: Adobe (tkr: ADBE), Alteryx (tkr: AYX), Amazon (tkr: AMZN), Automation Anywhere (private), BNY Mellon (tkr: BK), DataRobot (private), Google (tkr: GOOG), Microsoft (tkr: MSFT), Pegasystems (tkr: PEGA), Salesforce (tkr: CRM), SAS (private), SS&C Technologies (tkr: SSNC), Tableau (tkr: CRM, acquisition closed August 1st 2019), Tibco (private). Word count: 1,111. Two major trends have … Continue reading AI as A Competitive Differentiator for Asset ManagersPremium