TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Tag: Neural Networks

    • Google Remains The AI King

      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.

    • AI-Powered Convenience at Google I/O ’23

      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…

    • Google’s Discount To Microsoft Is Too Steep

      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.…

    • Putting AI In Perspective

      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…

    • Run For The Exit!

      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…

    • ChatGPT Fun: From Jobs To Kubrick & More

      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.

    • OpenAI’s ChatGPT – Amazing

      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..

    • 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…

    • 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…

    • The AI CEO vs. The Cyborg CEO

      Sophisticated Quant models run billion-dollar portfolios. Autonomous vehicles are on the road. AIs write music. AIs read maps and satellite images for the military. So when may an AI realistically lead a company as CEO? If one considers a large company such as Microsoft (tkr: MSFT), CEO Satya Nadella does not spend his days writing…