Operating at the Intersection of Technology and the Capital Markets
Tag: Podcast
A Winning Culture Doesn't Happen by Accident "Culture" is a word of the moment that has been spoken ad nauseam, primarily by sports and business media. Sports journalists heavily used the word during the recent NFL coaching carousel. What these journalists failed to mention is that "culture" in the context of an organization is not … Continue reading Defining A Winning Culture
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
A Disney Fox deal could be announced as early as this week. "Content is King" to quote Sumner Redstone, and Disney in recent years has loaded-up on content (Pixar, Marvel, Lucasfilm) to push through its OTT network - BAMTech. Fox's movie library would further bolster Disney's original content library - feeding BAMTech's demand for content. … Continue reading Netflix Loses In A Disney Fox Deal
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 … Continue reading Apple’s Acquisition of Shazam Will Benefit Siri
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Uber's corporate governance - or lackthereof - is a hurdle in consumating a deal with Softbank. We are not fans of entrenched founders and out-sized voting stakes.
I don't anticipate writing a review of the iPhone X - it's not what we do here or at CEORater. However, the folks at the WSJ have taken the time to report their findings on Apple's facial recognition technology ("FaceID") which we covered in an earlier podcast. You may access the Wall Street Journal … Continue reading iPhone X – FaceID
It would seem to us that Alphabet (tkr: GOOG) has a greater probability of bringing a functioning autonomous ride-hailing service to market at scale via its Waymo unit more quickly than Uber or Lyft given the strength of Alphabet's balance sheet. We cover Uber - although primarily from a corporate governance standpoint - in … Continue reading Uber Killer? Waymo & Autonomous Ride-Hailing
In case you missed it - our CR Podcast episode about Amazon Key
We rolled out the CEORater ("CR") platform earlier this year. CR is a public forum where employees, customers and investors may anonymously review various companies and CEOs. The platform is free to use. No registration required to post a review. Register for free to read reviews. In addition, we've launched a podcast as our first … Continue reading CEORater (“CR”): Company & CEO Reviews; CR Podcast
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