Wolfe Research Tech Strategist, Steve Milunovich, hosted a webcast with Mark Anderson, CEO of Strategic News Service. Anderson is an out-of-the-box predictions expert who writes the widely-read SNS Global Report on Technology and the Economy. He was among the first to document Huawei's IP theft. He presented his predictions for 2020 and discused the trade war with China, artificial intelligence, and other findings from his application of pattern-finding.
Search Coverage List, Models & Reports
Search Results1-10 out of 162
Arista’s Andy Bechtolsheim says this century will be known as the Age of AI (link). McKinsey argues that two-thirds of AI opportunity is improving existing analytics performance. There are 100 machine learning papers published a day, but what is the rate of user adoption? We turned to 451 Research for the answer. Just under 30% of survey respondents have machine learning in production today with almost 30% in proof-of-concept while some 25% don’t have plans in the next year (Exhibit 1). The primary implementation strategy for half of users is developing apps using cloud-based AI services followed by 25% purchasing applications with embedded ML capabilities and 17% using open source tools (Exhibit 2). Only 11% are working with vendors or integrators on custom applications.
Dr. Radhika Dirks is CEO of XLabs, a moonshot factory for artificial intelligence and unconventional computing. Prior to XLabs, she was CEO and founder of Seldn, an artificial intelligence predicting global socioeconomic disruptions. She points out that companies building for the future don’t build off what is already in the market. The new technologies like artificial intelligence and quantum computing seek to compute the way nature does in its three computers: the brain, the atom, and the gene.
The Wolfe Tech Universe rose 2.3% the past week, narrowly outperforming the S&P 500’s 2.0% gain. Internet and Services, up 3.0% and 2.9% respectively, sustained their positive momentum. Hardware, up 1.4%, lagged the broader market due to sluggish Supply Chain stocks. Top performers this week included Semi Manufacturing (+19%), Pinterest (+16%), Xiaomi (+16%), Wirecard (+15%), and Wayfair (+12%). Laggards were Ubiquiti (-7%), Yahoo Japan (-6%), Medallia (-5%), Spotify (-5%), and Lumentum (-4%).
The Consumer Electronics Show kicks off every year with previews of futuristic products. If you didn’t attend, we’ve got you covered. Ben Bajarin, a consumer electronics analyst at Creative Strategies, and Dan Galves, Wolfe’s Auto Tech analyst, were on the scene and provide their impressions.
Wolfe Research Tech Strategist, Steve Milunovich, hosted a webcast with Dr. Radhika Dirks, CEO of XLabs. Dr. Dirks discussed the state of art in AI and quantum computing. Her company's AI has shown that building an AI that mimics
societies (instead of mimicking the human brain) is possible by combining complexity physics with machine learning. Dr. Dirks has a Ph.D in quantum computing and an M.S. in nanotechnology from the University of Illinois Urbana Champaign. She blames science fiction novels for her obsession with technology.
Companies sometimes play down the importance of strategy, instead emphasizing pivoting agility and crisp execution. However, we consider strategy of critical importance and have applied the works of Clay Christensen, the New England platform professors, and marketing experts Trout & Ries to tech companies. Indeed, a 451 Research survey finds that vendors’ strategic vision most correlates with likelihood of repurchase.
We visited seven companies: Nvidia, Slack, VMware, Zscaler, Veeva, Cisco, and Nutanix. We provide our takes on each meeting followed by points made by management.
The Wolfe Tech Universe rose 2.5% the past week, outperforming the S&P 500’s 0.9% gain. Software maintained its upward momentum, rising 3.9% due to a strong performance in Security stocks. Top performers this week included Zscaler (+16%), CyberArk (+13%), CrowdStrike (+13%), Synnex (+12%), and Twilio (+12%). Laggards were Delivery Hero (-8%), Roku (-7%), Weibo (-7%), Broadcom (-5%), and IPG Photonics (-5%).
Although Azure’s revenue is about half that of AWS, Microsoft is catching up in strategic importance. Exhibit 1 shows that Azure is about equal to AWS in usage (by number of customers) and in being the primary vendor. Having an existing product relationship with the vendor is important to public cloud choice, which favors Microsoft. Google is making gains in usage at 27% of respondents but as a secondary supplier. IBM and Oracle lag far behind, having not successfully leveraged their prior relationships.
- 1 of 17
- next →