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Ecosia Is Taking On Google Search With A Surprising Business Model

September 3rd, 2019 · Comments Off on Ecosia Is Taking On Google Search With A Surprising Business Model

Google’s grip on the search market is near complete. However, from far outfield there’s surprising competition emerging. Ecosia is a search alternative running mostly on Microsoft’s Bing. But it’s not competing by offering better search. Ecosia is taking on Google not by offering better search, but by offering enhanced privacy and social investing. Recent circumstances […]

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Tags: GOOG · MSFT

Are Investors Excessively Punishing Companies That Invest In Growth At The Expense Of Margins?

April 25th, 2018 · Comments Off on Are Investors Excessively Punishing Companies That Invest In Growth At The Expense Of Margins?

While not a systematic inquiry, we nevertheless spot quite a few companies whose shares get punished for investing when that results in some margin decline. With investment the cost gets in front of the benefits, so this will produce situations in which time will rectify the problem. This is especially the case with companies with […]

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Tags: BZUN · GOOG · JD · SKX

Google’s EU Antitrust Case Could Just Be The Beginning

July 11th, 2017 · Comments Off on Google’s EU Antitrust Case Could Just Be The Beginning

Will Google be hobbled by the EU antitrust case and its massive fine? While we applaud policymakers who are at least willing to contemplate the consequences of what can only be described as an unprecedented amount of power, we do think this is very much yesterday’s battle. Much bigger battles lie in front of us, […]

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Tags: GOOG

Waymo Is Likely To Develop As The Go-To Autonomous Vehicle Partner

June 16th, 2017 · Comments Off on Waymo Is Likely To Develop As The Go-To Autonomous Vehicle Partner

Car manufacturers and other companies are racing towards developing autonomous vehicles. As a player with little mass manufacturing capabilities itself, Waymo, Google’s AV company, needs to partner with those that have. Car manufacturers are likely to be willing partners, some could recognize they do not have the relevant capabilities in-house, others might fear they will […]

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Tags: Autonomous Vehicles · GOOG

Waymo Vs. Tesla, The Race To The Autonomous Car

June 15th, 2017 · Comments Off on Waymo Vs. Tesla, The Race To The Autonomous Car

While existing car manufacturers are pouring resources into the development of fully autonomous cars, they lack some of the crucial capabilities required. As such, they risk being upstaged by newcomers who are forcing them to either acquire, partner, or develop these capabilities. Here, we look at two of these newcomers who seem to be at […]

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Tags: Autonomous Vehicles · GOOG · TSLA

The 5 Unstoppable Titans Of Tech

June 9th, 2017 · Comments Off on The 5 Unstoppable Titans Of Tech

As technology stocks power higher, much of this is driven by the five titans of tech. These companies benefit in various degrees from virtuous cycles, some of which they share, providing them with a near unassailable position. We will discuss these virtuous cycles and try to assess which of these companies benefit most. Source: The […]

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Tags: AAPL · AMZN · FB · GOOG · MSFT

Artificial Intelligence: From The Cloud To Your Pocket | Seeking Alpha

June 8th, 2017 · Comments Off on Artificial Intelligence: From The Cloud To Your Pocket | Seeking Alpha

Developments in artificial intelligence are going at breakneck speed. New applications are emerging and existing ones see dramatic improvements. The underlying technologies are in shift as specialist AI chips emerge and parts of AI applications move from the cloud to the device. Here’s a short overview of how this latter development is shaping up and […]

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Tags: AI · GOOG

A New Threat To Intel’s Dominance Of The Datacenter

April 10th, 2017 · Comments Off on A New Threat To Intel’s Dominance Of The Datacenter

Intel is still enjoying a near monopoly in server chips powering the fast growing cloud. However, with Moore’s Law slowing down and shifting cloud computing needs toward much more sophisticated applications, this lead is under threat. Other solutions, like GPUs and FPGAs, and now Google’s TPU can address these shifting cloud computing needs more efficiently. […]

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Tags: INTC