Tag: Innovation

Don’t Bite the Hand that Feeds You

Don’t Bite the Hand that Feeds You

Alternative Title: Innovation at Scale Sure, it's cheaper than ever to innovate today. Computing power increases while prices stay relatively flat. Cloud computing enables startups and small companies to acquire server capacity when needed and to leverage Artificial Intelligence capability from Day 1. Yet there are still real benefits to having scale, especially within the … Continue reading Don’t Bite the Hand that Feeds You

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The Software Treadmill: Keep Pace or Fall Behind

The Software Treadmill: Keep Pace or Fall Behind

The software industry is fluid and unforgiving - especially the CyberSecurity space. Companies either innovate or fall behind. There is no such thing as standing still. This week semiconductor firm Broadcom (tkr: AVGO) agreed to acquire Symantec's Enterprise business. Symantec (tkr: SYMC), is a CyberSecurity software vendor and is a laggard in an industry that's … Continue reading The Software Treadmill: Keep Pace or Fall Behind

JP Morgan vs. Fintech Threats<span class="badge-status" style="background:red">Premium</span> 

JP Morgan vs. Fintech ThreatsPremium 

JPM has the largest technology budget of any FI having invested approximately $11 billion in technology during 2018 with approximately $5 billion allocated toward new technology investments. This investment level is substantially larger than the new product development/ R&D investment levels of certain well known Fintech players. However, the numbers do not tell a complete … Continue reading JP Morgan vs. Fintech ThreatsPremium 

Fiserv & First Data: Acquire in the Absence of Innovation<span class="badge-status" style="background:red">Premium</span> 

Fiserv & First Data: Acquire in the Absence of InnovationPremium 

Today’s announcement that Fiserv plans to acquire First Data in a $22 billion all stock deal continues the string of payments-related deals. More importantly it stresses what many know – that the incumbent payment companies are not innovation factories. Acquire in the absence of innovation – although I believe all companies should have an active … Continue reading Fiserv & First Data: Acquire in the Absence of InnovationPremium 

Smart Innovation: Innovation as a LOB or “Innovation as a Service”

Smart Innovation: Innovation as a LOB or “Innovation as a Service”

Successful product innovation is a bit like capturing lightning in a bottle. It is no different from creating a hit movie or a hit song. Despite its ethereal nature innovation can be run as a line of business. Make no mistake - innovation is a volume game - at bats matter. Below are six principles … Continue reading Smart Innovation: Innovation as a LOB or “Innovation as a Service”

Disruption – It’s the Punch You Don’t See that Hurts<span class="badge-status" style="background:red">Premium</span> 

Disruption – It’s the Punch You Don’t See that HurtsPremium 

Disruption Rarely Announces Its Arrival Ask Curtis Stevens - the gentleman who was knocked on his posterior by Gennady Golovkin in our header image - if he saw the punches coming.  Ask former Microsoft CEO Steve Ballmer if back in the early 2000's he knew SaaS/cloud-based service delivery models would dominate the software landscape.  Ask … Continue reading Disruption – It’s the Punch You Don’t See that HurtsPremium 

Apple – From Innovator To Fast Follower<span class="badge-status" style="background:red">Premium</span> 

Apple – From Innovator To Fast FollowerPremium 

Apple no longer innovates. Look no further than its cash cow iPhone. Prior to the iPhone’s initial launch in January 2007, Motorola, Blackberry and Nokia ruled the mobile phone universe. Today, rather than driving innovation, rather than striving to leapfrog the competition, Apple is content to play a feature/functionality cat and mouse game with Samsung, … Continue reading Apple – From Innovator To Fast FollowerPremium 

Meet Luminar Technologies – the LiDAR Company Powering Toyota’s Autonomous Vehicle Program

Meet Luminar Technologies – the LiDAR Company Powering Toyota’s Autonomous Vehicle Program

What Is A LiDAR System? Light Detection And Ranging ("LiDAR") sensors are detection and survey systems to estimate the proximity of a target object. LiDAR sensor systems consist of four primary elements: 1.) Lasers 2.) Scanners 3.) Photodetector receivers  4.) GPS navigation systems. LiDAR systems enable autonomous vehicles (or robots), to observe the world with: a.) Continuous 360 … Continue reading Meet Luminar Technologies – the LiDAR Company Powering Toyota’s Autonomous Vehicle Program

Alphabet’s Chronicle Gets the Shine While AWS Is The Sleeping CyberSecurity Giant Nobody Talks About

Alphabet’s Chronicle Gets the Shine While AWS Is The Sleeping CyberSecurity Giant Nobody Talks About

Chronicle vs. AWS One of Alphabet's Moonshot projects was released into the world last week. The company is named Chronicle  - read more about it here. In short, Chronicle is a CyberSecurity company whose value proposition is to sell its machine learning-driven offering to large enterprises. We believe this could be a difficult sale for … Continue reading Alphabet’s Chronicle Gets the Shine While AWS Is The Sleeping CyberSecurity Giant Nobody Talks About

Automobiles as a Service (AaaS); Uber Completes Tender Offer

Automobiles as a Service (AaaS); Uber Completes Tender Offer

Cadillac's "BookbyCadillac" premium automobile subscription service (we refer to as AaaS), sits comfortably between the traditional car ownership model and the pure rideshare model (Uber, Lyft, Waymo). Priced at $1,500/month (plus $500 initiation fee), we don't believe that Cadillac's bundled subscription service is a good value - flexibility and convenience come at a price. Listen … Continue reading Automobiles as a Service (AaaS); Uber Completes Tender Offer