Given a chance to talk with someone as connected as Lip-Bu Tan (President and CEO of Cadence and Chairman of the VC firm Walden International), it is tempting to ask all the usual questions about industry growth and directions in cloud, automotive, IIoT, AI and so on. I wanted to try something different. If you make a living (or plan… Read More
I’m writing this from the Boston airport on my way home from four straight weeks of PIC (photonic integrated circuit) related travel. It’s been a grueling but very rewarding four weeks and the big take away from this month is that there are now many more signs in the market that integrated photonics is reaching a real tipping point.… Read More
The U.S. Department of Transportation (USDOT) is holding the first meeting today of a new advisory committee focused, in its own words: “on automation across a number of modes.” The committee, made up of an array of experts from a variety of fields, is “to immediately begin work on some of the most pressing and… Read More
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
It’s hard to be a thought leader around the future of transportation when the entire market seems to be moving in one of three directions simultaneously: either ride hailing (Uber, Lyft), car sharing (Zipcar, Car2go) or automated driving (Google, Tesla). If you’re Ford Motor Company and you care about whether you are adding to … Read More
There are thousands of contrasting IoT vendors in the market today. A strong push from hardware companies, communication providers, independent software vendors, system integrators, startups and IoT cloud platforms (of which there are360+ competing providers in this market alone) has resulted in a complex and confusing … Read More
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
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
IoT solution development is complex. In many cases, development entails combining expertise from a number of different areas such as embedded system engineering, connectivity solution design, big data handling, application development, and data encryption techniques. Each area demands a specific array of competences … Read More
Living in Oregon has many benefits, including access to cheap electricity thanks to the plentiful river systems that provide hydro power and a growing green power business fueled by wind and sun. Many of the world’s largest data centers are located in Oregon for access to this cheap electricity, and Google has a sizable investment… Read More
