Bigger is usually better. The term “economies of scale” is often used to describe how larger firms can operate more efficiently than smaller ones. The larger a firm becomes, the more difficult it is to compete with them. There are several key measures we use to identify which companies are the biggest within any given […]
Using a great product makes you want to invest in the product. When cannabis legalization started going mainstream outside of California, every stoner marijuana aficionado out there suddenly decided that weed stocks were the way forward. Popular brands enjoy the same benefit, and sometimes they’ll look to their customer base for funding where the most […]
Successful technologists understand that the ability to learn new domains is as equally important as having subject matter expertise in a single domain. Breadth is as important as depth. Competent software engineers can often move around laterally within an organization because of their ability to learn. They can also move upwards while still maintaining technical […]
What’s compelling about software-as-a-service (SaaS) companies is that you don’t really need to know what they do. If a company produces high-margin software that other companies can’t get enough of, that’s generally an attractive investment. Even Warren Buffett, a man who doesn’t do tech and only invests in what he knows, invested in a SaaS […]
Detectives spend most their time figuring out who didn’t commit a crime by vetting a long list of potential suspects. We spend most our time figuring out what not to write about. Ideas pour in from all directions. Public relations firms are constantly trying to send us “pitches,” as if we need more possible topics. […]
There’s a general understanding that a company’s brand contributes to the success of an initial public offering (IPO) and afterwards by providing a population of people who invest in the stock because they believe in the brand. That’s according to a leading marketing research firm which says strong brands result in “consistently higher share prices […]
When artificial intelligence becomes pervasive, can we then stop talking about “AI startups?” The answer appears to be no. It’s becoming increasingly common to see companies tout their AI chops when it comes time to raise capital. “Artificial Intelligence Startup Leads Wave Of 4 IPO Candidates,” said Law360 which talks about the coming initial public […]
Only 25% of organizations are using artificial intelligence (AI) in their businesses today. Why? Custom AI-enabled solutions are expensive to build, as talented data scientists are a hot commodity today and don’t come cheap. Top performers can easily command over $250,000 in annual salary, which seriously makes us question the money we wasted invested in […]
Data isn’t just increasing in quantity; it’s also growing in complexity. Data lakes are now replacing data warehouses. All your online activities now generate unstructured “data exhaust” that’s being mined by sophisticated machine learning algorithms for insights. However, due to increasing data breaches and privacy concerns, regulators have adopted stringent rules and regulations on how […]
Travelers who wander the banana pancake trail through Southeast Asia will all get roughly the same experience. They’ll eat crummy food on one of fifty boats floating around Ha Long Bay, then head up to the highlands of Sa Pa for a faux cultural experience with hill tribes that grow dreadful cannabis. After that, it’s […]