Tag: Google

Our Favorite Topic: Scale

Our Favorite Topic: Scale

Examples of Technology Companies Operating at Scale Apple (ticker: AAPL): 1.4 billion active Apple devices. CoStar Group (ticker: CSGP): CoStar's platform tracks over 100 billion sqft of real estate inventory and more than $1.5 trillion of transaction activity.Facebook (ticker: FB): Facebook's messaging service - WhatsApp - has 2 billion users. Google/Alphabet (ticker: GOOG): More than … Continue reading Our Favorite Topic: Scale

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Microsoft Cortana. No Longer A Player In The Home.

Microsoft Cortana. No Longer A Player In The Home.

AI is a war of attrition. Last year we crowned Google the "AI King." Google Assistant is the best of the AI-powered assistants in our view and Microsoft's Cortana was never a serious competitor. Last week Microsoft announced that the updated version of Cortana for Windows 10 will focus on Microsoft's productivity applications and that … Continue reading Microsoft Cortana. No Longer A Player In The Home.

AT&T Should Sell WarnerMedia

AT&T Should Sell WarnerMedia

AT&T's acquisition of Time Warner seemed like a good idea at the time. That is no longer true. Tickers mentioned: AAPL, AMZN, CMCSA, DIS, GOOG, NFLX, T, VZ AT&T's $85 billion acquisition of Time Warner seemed like a good idea when it was first kicked around a few years ago. AT&T would differentiate its fiber … Continue reading AT&T Should Sell WarnerMedia

SS&C vs. CRD

SS&C vs. CRD

A Google Trends Analysis - SS&C Technologies (ticker: SSNC) vs. Charles River Development (ticker: STT) We performed a “Google Trends” analysis comparing Google search terms “SS&C Technologies” and “Charles River Development”. To access our report CLICK HERE. We measured the period September 1st 2019 through January 22nd 2020. Our analysis included Google searches conducted across … Continue reading SS&C vs. CRD

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

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

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