Operating at the Intersection of Technology and the Capital Markets
Tag: Google Cloud
Last month I wrote that in order for ChatGPT and Google Bard to reach their full potential, the respective underlying LLMs would need to be trained with industry-specific data from companies such as Bloomberg, IHS/S&P Global, Cerner/Oracle, etc. Those companies ought to be compensated for granting access to ChatGPT and Google Bard (Google has since … Continue reading Build Your Own NLP Front-End
Google has been the AI King since its founding (we first dubbed it the "AI King" in May 2019). It is good to see Google get a bit of AI recognition on the heels of Google I/O this week. The AI King: Between Google Search, Chrome, Google Photos, Google Maps, Google Translate, Google Live Caption, … Continue reading Google Remains The AI King
My outlook as it relates to AWS, Azure, Google Cloud Platform (GCP) and Oracle's cloud server business is unchanged as compared to the article we wrote back in January (HERE). Fewer startups will be built upon remote server platforms (AWS and Azure being numbers 1 and 2) as most startups are cutting heads or worse … Continue reading AWS, Azure, GCP and Oracle
Sure, if Alphabet (ticker: GOOGL), were to spin off YouTube and Google Cloud it would be easier for Wall Street to value the component parts. However, I'm not sure that YouTube or Google Cloud ought to spin-off. Here's why: Google Cloud: Google Cloud consists of Google Cloud Platform (GCP is the comp to AWS and … Continue reading Spin-Off YouTube and Google Cloud?
I've long argued that Google is the AI King. Here's Why. Mobile. There are only 2 mobile operating systems that matter: Android (72% share) and iOS (28%) share. Therefore, when users interact with their phones through voice, they are primarily using Google's natural language AI (Google Assistant) or Apple's natural language AI (Siri). Nowhere to … Continue reading Putting AI In Perspective
The NASDAQ Composite has had a nice little run, up more than 9% year-to-date. However, I would exercise caution ahead of Tech earnings and the Fed's January 31st / February 1st FOMC meeting. We have written on numerous occasions that we expect management teams to take a conservative approach to 2023 Revenue and EPS guidance. … Continue reading Technology Stocks Are Not Yet In The Clear
The public will see a demo version of Google's conversational AI platform - LaMDA - this year. My view is that Google LaMDA ("Language Model for Dialogue Applications"), will blow OpenAI's ChatGPT out of the water. Google is the AI King. The company indexes more content and invests more capital in Advanced AI than any … Continue reading Google LaMDA: Step Aside ChatGPT
Past recessions have taught us that leading Technology companies typically gain marketshare during down economies. I would expect this economic down period to be no different. Good news for Amazon (AMZN), Microsoft (MSFT), and others. Amazon (AMZN) and Microsoft (MSFT): Amazon's AWS unit and Microsoft's Azure unit will be mixed bags: Usage: Usage - and … Continue reading Technology Leaders Will Gain Share
AWS is Amazon's (AMZN) most profitable business unit (26% operating margin in the September quarter), and is subsidizing other Amazon business units. While AWS allocates capital to other AMZN business units, competing cloud platforms Azure and Google Cloud are capital allocation recipients. While AWS touts its new, high-end Graviton chips - these chips will compete … Continue reading AWS vs. Azure vs. Google Cloud
Broadcom agrees to acquire VMware for $61 billion As we wrote previously, we believe this acquisition is a strategic blunder on the part of Broadcom (AVGO). Broadcom's acquisition of VMware (VMW) is essentially a "bet the company" type of acquisition given the amount of purchase consideration ($61 billion) and also given the fact that the … Continue reading Broadcom Agrees To Acquire VMware
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