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Quick Thoughts: A Match Made in the Cloud

The CRM/IBM and GOOGL/SAP partnerships target major synergies between application SW companies and hyperscale datacenter operators as we move to a cloud/AI world IBM acquired a major CRM integrator in 2016; both partners will now sell AI-powered APIs from Watson

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Quick Thoughts: YouTube TV is More Than a Me-Too OTT Service

–     GOOGL is entering the increasingly crowded, but still nascent OTT PayTV market with YouTube TV – a bundle of 40 channels for $35 a month. –     On the surface, YouTube TV’s offering is undistinguished vs. rival services from DISH,

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Quick Thoughts: GOOGL Brings the Chips to the Cloud Party

Quick Thoughts: GOOGL Brings the Chips to the Cloud Party –     Google Cloud Platform (GCP) is the first IaaS host to offer Intel’s new Skylake CPU, with 30% speed advantage for computationally intensive applications – a coup vs. AMZN and

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Quick Thoughts: GOOGL – Waymo Fly Than You

Quick Thoughts: GOOGL – Waymo Fly Than You –     GOOGL’s newly launched Waymo business unit has a flexible mandate to monetize autonomous vehicle technology however it makes sense – from OEM licensing to operating fleets of robo-taxis –     Negative press

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August 3, 2016 – MSFT: An AI-powered Vision for the Future of Enterprise Computing

MSFT’s strength in AI is a considerable weapon as it pursues its 3-part strategy, working from the cloud out and pointing the company toward becoming the dominant force in driving enterprise productivity. 1. Reinvent productivity and business processes – With

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QCOM: Finally at the Inflection Point

QCOM suffered mightily over the past 2 years, as a Chinese anti-trust case emboldened manufacturers there to refuse demands for royalty payments and turn to alternative chip suppliers. This was compounded by the company botching the transition to 64bit smartphone

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TMT: 2Q16 Earnings Season Preview

2Q16 earning season is upon us, and the basic themes that we called out at the beginning of the year continue to play out – strong US advertising, the continued e-commerce assault on retail, maturing global device markets, a faster

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AI Assistants: The Next User Interface Paradigm

AI powered virtual assistants are poised to replace the “App” paradigm as the primary user interface for electronic devices and the internet. The capabilities of these products will improve dramatically with developments in deep learning technology that will come in

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AI: Where the Brains Are

AI will catalyze sea change in TMT, effecting nearly every existing consumer and business application and enabling a host of new ones that could remake entire industries (http://ssrllc.com/publication/a-deep-learning-primer-the-reality-may-exceed-the-hype/). Talent – scientists with the intellect, skills, and experience needed to design

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Quick Thoughts: MSFT-LNKD Big Obvious Synergies, Watch Out CRM

MSFT is acquiring LNKD for $26B. We see substantial upside to the deal.

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