Tag: Google

TEK2day Spotlight: The Evolving Insurance Industry

TEK2day Spotlight: The Evolving Insurance Industry

TEK2day Spotlights are sponsored reports that focus on a particular industry and/or technologies. M&A Activity & Low Interest Rates, Product & Process Innovation and Digital Transformation & Advanced Automation are some of the catalysts driving change within the global insurance industry. Click HERE to access the full report. Reach us at info@tek2day.com with any questions.

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

Health records, utilities, payment processing systems, streaming platforms and thousands of other consumer and commercial use cases will either be migrated to the cloud or will continue to scale on the cloud. This activity will continue to drive cloud revenue growth for decades to come. AWS, Azure and Google Cloud are well-positioned to become three … Continue reading It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

Big Tech Firms Will Find It More Difficult To Execute M&A

Big Tech Firms Will Find It More Difficult To Execute M&A

Tickers mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Facebook (FB), Microsoft (MSFT) In May we wrote about Amazon potentially acquiring MGM. That deal was subsequently announced and will be reviewed by the FTC (per the WSJ) under new FTC Chair Lina Khan. We recently mentioned Ms. Khan as being tough on Big Tech. The FTC's … Continue reading Big Tech Firms Will Find It More Difficult To Execute M&A

Is Google’s Search Engine Losing Share to Baidu, Bing & Others?

Is Google’s Search Engine Losing Share to Baidu, Bing & Others?

TEK2day's platform has enjoyed more traffic from organic searches (not Ads nor referrals) over the past several years per the below table. Google searches have accounted for 41.5% of all TEK2day traffic year-to-date, down from 45.5% in all of 2020. The table below highlights Bing (tkr: MSFT), Baidu (tkr: BIDU) and duckduckgo (private) as they … Continue reading Is Google’s Search Engine Losing Share to Baidu, Bing & Others?

Food for Thought: WaterTech

Food for Thought: WaterTech

One of the big macro themes that I am long-term bullish on is availability of clean drinking water, especially as the global population continues to grow. Water technology companies that have the ability to treat and deliver water at the local level become increasingly strategic and valuable when one considers global population growth (Africa, India … Continue reading Food for Thought: WaterTech

AI, ML, Autos, CEOs and Inflation

AI, ML, Autos, CEOs and Inflation

Google is using Machine Learning to design the layout of its next-gen TPU chips. Learn more HERE.Speaking of AI and ML, SS&C Technologies (SSNC) achieved a milestone with its relatively new AI-powered Singularity platform this week. Singularity now boasts more than 50 clients. Read the release HERE. A behavioral change is required to fight cyberattacks. … Continue reading AI, ML, Autos, CEOs and Inflation

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Our view is that the U.S. Government will eventually become the largest customer for all three major cloud platform providers (AWS, Azure, GCP). Without a public-private partnership, the U.S. will fall behind China in the race for all things AI. What are some of the near-term military use cases related to AI? I spoke at … Continue reading Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Google Is Having A Heck of A Year

Google Is Having A Heck of A Year

GOOG shares are up 40% YTD. The anti-trust overhang that we were concerned about for Google entering 2021 may not be much of an issue as it appears western Europe simply wants to levy a fine rather than make on the ground changes to the AI leader. A video summary of Google I/O is below. … Continue reading Google Is Having A Heck of A Year

PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

PayPal recently announced that it is moving core applications to Google Cloud. The PayPal Google Cloud relationship is not new (read more here). However, what is interesting to us is that Bill Ready (Google Commerce leader having joined Google in January 2020) is PayPal's former COO. Further, Google Commerce could use a boost in its … Continue reading PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal

Florida and Texas Poised To Capture Market Share As Economy Reopens

Florida and Texas Poised To Capture Market Share As Economy Reopens

As the economy reopens certain states are better positioned than others as it relates to capturing economic activity generated from live events and in-person transactions. AT&T Stadium in Arlington, Texas hosted more than 73,000 people Saturday night for a boxing card. Texas is one of the more relaxed states as it relates to COVID restrictions … Continue reading Florida and Texas Poised To Capture Market Share As Economy Reopens