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…
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,…
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…
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 reasons articulated in our recent podcast episode.
Meanwhile, Amazon’s AWS unit is the company that’s best positioned to deliver a CyberSecurity offering to the market at scale. Why? Many companies are built on top of AWS (start-ups like CEORater to Netflix) – thus AWS already has the installed customer base. The heavy lifting is done. Offering new turnkey services to the installed customer base is substantially easier than winning new customers.
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 to CEORater Podcast Ep. 102 to learn more.
The Wall Street Journal published Uber’s financials.
Spotify’s looming IPO has the potential to re-configure the investment banking industry, at least insofar as the IPO process.
In our view Intellectual Curiosity is the most important attribute that a CEO may possess. Listen to our recent Podcast on the subject.
I have previously been critical of Apple’s AI effort. Siri lags both Google and Amazon (Alexa) in terms of speed and accuracy. Apple’s Shazam acquisition is good for consumers in that it bundles a service people enjoy with Apple Music. More importantly, the acquisition will drive more Siri queries – something Siri needs to get itself into fighting shape to better compete with Google and Amazon. Learn more by listening to our recent CEORater Podcast: Apple’s Acquisition of Shazam Will Benefit Siri
Cinemark’s new subscription service – Movieclub – is a good start, however bolder steps are required. Theater owner/ operators must take a bold, creative approach toward mitigating the risk associated with the global mega-trend that is in-home viewing. Listen to our recent CEORater Podcast on the subject:
Movieclub subscription service details:
– $8.99 per month;
– One 2D movie per month per subscriber;
– Unused tickets roll over and never expire;
– Members may share unused allocations with other members and non-members;
– No online fees;
– Additional tickets may be purchased at member price of $8.99;
– 20% discount on concessions
Our advice to theater owners: make the necessary capital investment and partner with movie studios and technology companies to offer premium services such as Augmented Reality (“AR”) and Virtual Reality (“VR”) in-theater experiences.
– Average ticket price for a Friday/Saturday night 2D movie = $11. Therefore Movieclub subscription is approximately an 18% discount per ticket (before the 20% concession discount);
– A Net Positive for Cinemark in that this offering will increase Cinemark’s revenue visibility, albeit at discounted prices.