The post election Semicap bubble just burst in one day

The post election Semicap bubble just burst in one day
by Robert Maire on 12-04-2016 at 12:00 pm

Back to a more normal reality… Market gets”De-Fanged”… Where to from here? The “Icarus” Effect… Much of the market, and especially Tech & “FANG” (Facebook, Amazon, Netflix & Google) stocks gave back most all of their post election day gains in one session.Read More


Scalable Infrastructure for Digital Businesses

Scalable Infrastructure for Digital Businesses
by Sudeep Kanjilal on 10-02-2016 at 7:00 am

Building Digital businesses is tough. The run-time changes rapidly (browser – apps – bots), and standards for the digital architecture/stack gets refined constantly. Pace of innovation is accelerating due to massive war-chest of the top digital players like Google, Facebook, Apple and Amazon. For the Fortune… Read More


Network vs. Platform

Network vs. Platform
by Sudeep Kanjilal on 09-25-2016 at 7:00 am

So, how do we define these terms? What is the core difference? Why does it matter – what is the implication on business models? And finally, which firms today embody these models?

First, the basics. Digital business models are inherently exponential in terms of value generation. Data drives powerful flywheel effect, and these … Read More


A Software Company Making Hardware

A Software Company Making Hardware
by Daniel Payne on 08-08-2016 at 12:00 pm

I’ve been a daily Facebook user for many years now and it keeps me in touch with family, friends, some business contacts and even a handful of high-tech companies. My first impression is that Facebook is a very successful, cloud-based, social platform staffed with software developers and a few marketing mavens. On closer… Read More


Facebook and the Internet of Things

Facebook and the Internet of Things
by Sudeep Kanjilal on 06-09-2016 at 4:00 pm

Something very important happened recently at the annual developer conference (F8). Facebook firmly staked its claim on IOT. Facebook events (like the Google annual developer events) are always interesting, as they give a tantalizing view of what is coming next. Yes, it lacks the panache the Apple events have. However, just … Read More


Facebook and Deep Reasoning with Memory

Facebook and Deep Reasoning with Memory
by Bernard Murphy on 06-05-2016 at 4:00 pm

Neural nets as described in many recent articles are very capable at recognizing objects and written and spoken text. But like anything we can build, or even imagine, they have limitations. One problem is that after training, the neural nets we usually encounter are essentially stateless. They can recognize static patterns but… Read More


Facebook and the Internet-Of-Things

Facebook and the Internet-Of-Things
by Sudeep Kanjilal on 05-11-2016 at 4:00 pm

Something very important happened recently at the annual developer conference (F8). Facebook firmly staked its claim on IOT. Facebook events (like the Google annual developer events) are always interesting, as they give a tantalizing view of what is coming next. Yes, it lacks the panache the Apple events have. However, just Read More


Is Elon Musk from the Future?

Is Elon Musk from the Future?
by Roger C. Lanctot on 04-17-2016 at 10:00 pm

One of the more annoying (ie. delightful) things about Tesla Motors is the way the company casually disrupts long established auto industry business models. Whether it is vehicle sales and service or overcoming EV range anxiety or using your car to as an extension of the power grid or letting your car drive itself.

The latest twist… Read More


My Candid Conversation with Karen Bartleson

My Candid Conversation with Karen Bartleson
by Pawan Fangaria on 08-16-2015 at 7:30 am

If you don’t know about Karen Bartleson, before I get into details, let me tell you that she was the President of IEEE-SA for the past 2 years and has been nominated by the IEEE Board of Directors as one of the candidates for IEEE President-Elect for 2016. The IEEE is an organization I admire as it plays a key role in advancing technology… Read More


Samsung and Apple: What is Really Going On?

Samsung and Apple: What is Really Going On?
by Paul McLellan on 02-01-2015 at 9:00 am

Apple reported that it sold $74.6B in products last quarter, and earned an all-time record (for any company) $18.06B in profits. Sammy reported its lowest quarterly profit since 2011 at $21.3Bk, down almost a third.

In 2013 mobile had been 70% of Sammy’s profits so any drop in revenue or profitability would have an amplified… Read More