Operating at the Intersection of Technology and the Capital Markets
Tag: Neural Networks
The way I see Generative AI playing out across the enterprise will be that companies will lean on AWS, Azure and Google Cloud Platform (GCP) for Core Generative AI services. The simple truth is that most enterprises do not have the knowledge or resources available to build proprietary large language models (LLMs) that underpin Generative … Continue reading AWS, Azure and Google Cloud Will Lead Generative AI
One lesson I've learned over the past 28 years in the Capital Markets is that companies should not feed into hype in order to bolster their Enterprise Value. Rather than feed into hype, CEOs and management teams ought to focus on driving the business and educating investors. The average institutional investor does not understand the … Continue reading Public Company CEOs Should Not Feed the AI Hype
AI is nothing new, yet we are only scratching the surface. I believe that every Technology company is incorporating broadly-defined "AI" into their products and services offerings at this juncture. "AI" at its core is based upon statistical models that underpin various advanced automation processes such as machine learning, deep learning, neural networks, natural language … Continue reading AI Is Nothing New, Yet We Are Only Scratching The Surface
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
AI-powered convenience was the takeaway from this year's Google I/O conference. When we use "AI" in this context we are speaking of Google's Natural Language capabilities that leverage the company's Large Language Models (LLMs). These models (Bard for example is built upon an LLM-based platform), enable users to engage with their devices using natural language … Continue reading AI-Powered Convenience at Google I/O ’23
I'm fully aware that Ad Revenue (Ad-related Revenue accounted for 78% of Google's total revenue in the March quarter) does not command the same multiple as subscription revenue, but should Microsoft command 2x GOOGL's valuation on an EV/Revenue and EV/ Cash from Operations basis? It would seem that GOOGL's valuation discount to MSFT is punitive. … Continue reading Google’s Discount To Microsoft Is Too Steep
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
Run for Alphabet's exit door! Beta Bard flubbed a query! Today's emotional reaction to the Beta version of Google's natural language AI platform - Bard - says more about the reactionary nature of today's unsophisticated, mile wide, inch-deep institutional investor class. My guess is that fewer than 5% have more than a surface-level understanding of … Continue reading Run For The Exit!
More fun running Chat GPT queries (read this particular article in landscape mode to get the best viewing experience). We cover Steve Jobs, Stanley Kubrick, effective CEOs and wine pairings for roasted duck using OpenAI's ChatGPT natural language platform. Source: https://chat.openai.com/chat
OpenAI is one of the more interesting AI companies. We learned of it years ago (circa 2014), before we launched our Identity Hub offering for the P&C insurance industry. We played with OpenAI's chatbot - ChatGPT - a moment ago. Here is what we found.. What is ChatGPT? ChatGPT is a natural language chatbot that … Continue reading OpenAI’s ChatGPT – Amazing
You must be logged in to post a comment.