How deep is your learn?

Hype, hope, and modern science fiction cinema have captured our imaginations and created significant expectations around the deployment of machine learning and AI in commercially available products in our near future (e.g. self driving cars). However, don’t expect to be transported to Machine City in Matrix Revolutions (very cool, in its own way) any time soon. The rise of the machines will have to wait. Expect … Continue reading How deep is your learn?

Retail drives smart home innovation

A visit to CES 2018 showed the future of the smart home really is a battle between Google and Amazon. And made me revisit a blog post from December 2016 …

The popular focus on smart home technology is on home automation, such as smart lighting, environmental control, smart appliances and home security. These technologies make up a rapidly growing, multi-billion dollar market. However, that is small change compared to retail. The retail market accounts for a quarter of the U.S. economy, or, about 100 times that of home automation … Continue reading Retail drives smart home innovation

0 to 60 Hundred Million in Eight Years …. The Genius (AAARGH!!!) of Uber

When Uber released its financials, the reasons were political. But the results breathtaking, nonetheless. Uber was founded in March 2009 and in a mere eight years had revenues of $6.5B (gross bookings were $20B). For context, this is comparable to where Google was eight years after inception, and significantly higher than Amazon and Facebook. Without arguing about the nature of revenue, this is still a staggering achievement. In … Continue reading 0 to 60 Hundred Million in Eight Years …. The Genius (AAARGH!!!) of Uber

Phantoms Menace – in other words Google, Facebook, Amazon …

Something you hear a lot in Silicon Valley is how hard it is for the little guy to compete against the Googles, the Facebooks, and the Amazons of the world.  They have a platform.  And, it’s hard to compete against a platform. A lot of the value of platforms is driven by data and how that data can be used to optimize business decisions.  The … Continue reading Phantoms Menace – in other words Google, Facebook, Amazon …

Will you walk in to my parlor, said the speaker … from Apple, Amazon, Google, Microsoft, Samsung

The four most valuable public companies in the world are, in order, Apple, Google, Microsoft, and Amazon. Samsung is not too shabby either. The aggregate market cap between these five companies is about the same as the combined market cap of the U.K, and exceeds that of France, Germany, and Canada.

So, what does this $2.7T of market muscle have in common? Well, possibly a bit. But, curiously, one is the purposeful push of their own voice assistant speakers. Amazon led the way in 2014. The rest of the Big 4 made announcements subsequently, and Samsung is rumored to be planning one as well. Continue reading Will you walk in to my parlor, said the speaker … from Apple, Amazon, Google, Microsoft, Samsung