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Monday, July 13, 2020: Morning

Key Points:

  1. Don’t drink the koolaid: Work from home isn’t going away anytime soon.
  2. Work from home is no longer a “nice to have perk” for businesses of all sizes. It is now a “mission critical” feature of any business planning to survive the pandemic of 2020/Covid-19
  3. Software businesses can and should capitalize on the opportunity presented by 1) & 2)


Key Points:

  1. Mobility is limited for sick people during the pandemic
  2. US Federal Government has relaxed regulations on telemedicine solutions to compensate
  3. As these solutions become more accessible and the number of them grow, the related operational and financial risks for providers, patients & vendors will multiply
  4. Software audits, risk assessments, risk predictive tools should all see greater demand

July 14, 2020 Morning

Buzzfeed News is Hurting, Google Cloud debuts an offer for the US Federal Market, a cameo of Thomas Kurian, head of Google Cloud

We comment on:

  1. Carnage for digital publishers in what was meant to be turnaround year
  2. Google has a new solution to win more government contracts
  3. Google Cloud chief finds opportunities in pandemic for customer connection

July 14 2020 Afternoon

Amazon announces a smart grocery shopping cart, we take a look at the Caper version & comment

We comment on:

Amazon Develops Smart Shopping Cart for Cashierless Checkout

Amazon unveils its own smart grocery cart, in new effort to automate physical retail checkout

Autonomous Checkout with Smart Carts

July 15, 2020 Morning

Apple wins a tax case; personal data belonging to hospital patients is alleged to be leaking to “AI” systems; some of Wirecard’s partner claims are debunked; Facebook isn’t getting anywhere increasing the proportion of minority employees

We comment on:

Apple wins landmark court battle with EU over €14.3bn of tax payments

An invisible hand: Patients aren’t being told about the AI systems advising their care

Wirecard Boasted of Hundreds of Partnerships. Some Were Less Than Meets the Eye.

Facebook Struggles to Recruit, Retain Black Technical EmployeesJuly 

July 15, 2020 Afternoon

It’s all about Twitter:

Apologies aren’t good enough. MARCOM & PR teams should know better. Sometimes getting on the front page of every major online news site isn’t good news.

Our comments on Twitter’s July 15, 2020 fiasco:

July 16, 2020 Morning: Augmented Reality gets a boost as an online advertising tech, Twitter’s security fiasco of July 15, 2020 gets worse

We comment on Augmented reality starts driving sales: AR product engagement increased mobile purchases at eBagsTwitter hack targets Elon Musk, Joe Biden, Apple and hundreds more

July 16, 2020 Afternoon

Amazon’s latest dalliance – A partnership with Crossover Health

We comment on a story on STATNews: As Amazon builds new health ventures, Haven struggles to gain ground

July 17, 2020 Morning

We don’t advise going down Italic’s path. Dual objectives are just too hard. Working to achieve them will be problematic

Italic Brings a Membership Model to Selling Premium Products

July 17, 2020 Afternoon

If your software startup has products for enterprise customers, but you don’t understand the market, get in touch with Jeff Ma at Microsoft for Startups

Geek of the Week: Microsoft for Startups GM Jeff Ma brings entrepreneurial spirit to role at tech giant

July 20, 2020 Morning

We comment on Pilita Clark’s story “How constant Slack messaging has made work more taxing

July 20, 2020 Afternoon

We comment on a story written by Patrick Jenkins titled “Big banks look to the cloud to accelerate digital shift“. The story was published on July 20, 2020 on the Financial Times web site

July 21, 2020 Morning

Comments on “IBM Targets Rise After ‘Good, Clean Report’ But Caution Remains

July 21, 2020 Afternoon

Happy to see Al Root’s story on an analyst upgrade for Rockwell Automation

July 22, 2020 Morning

We comment on a story written by Jared Council titled “Enterprise-Tech Startups Focused on Risk, Security, Attract Venture Dollars” published in The Wall Street Journal, Online

July 23, 2020

Comments on Microsoft’s Q4 FY 2020 Earnings Report & Conference Call. We also touch briefly on a story about this event “Microsoft’s Stock Rally Stalls, Why Analysts are Cautious“. The writer is Eric J. Savitz for Barrons Online.

July 24, 2020

We comment on a particularly bad gaffe from Intel’s CEO made during Intel’s Q2 FY 2020 Earnings Conference Call. We also briefly comment on a story written by Tony Owusu on the topic. Owusu’s story was published on The Street website

July 27, 2020

Eric Prince, CEO of Cloudshare thinks edge computing developers are going to become experts in regulatory compliance. Thomas Claburn’s story for The Register website, “Cloudflare’s new serverless platform lets its Workers run for 15 minutes before giving them the boot” gets our attention:

July 28, 2020

AMD’s second quarter earnings report bolster a notion the work from home theme isn’t going to end anytime soon. Forward looking statements from AMD CEO Lisa Su point to a robust second half of the year for consumer sales of notebook computers and game consoles

July 29, 2020

Kevin Mayer, Chief Executive of TikTok rises “above the fray” in his 800 word defense against accusations made by Mark Zuckerberg of Facebook:

July 30, 2020

Mary Barra, CEO of GM will sell anything for the right price:

July 31, 2020

Brash behavior by Softbank management open an opportunity for NVIDIA to buy ARM

August 3, 2020

Microsoft buying Tik Tok? Not so fast

August 7, 2020

Richard Waters is right – there are “right battles” for Apple’s rivals in the smartphone market to pick, but his story just doesn’t present them. We have other ideas:

August 10, 2020

Researchers from the University of Cambridge have developed a robotic arm capable of producing a perfect omelette. Developments like this one are good news for the restaurant business especially when they occur during times like this one, the pandemic of 2020.

August 11, 2020

Applying the disruptive notions of Dr. Clayton Christensen to social systems is not advised. Yesterday’s decision by a California Judge on the question of whether drivers working for Uber and Lyft should be treated as employees bears this out

August 12, 2020

Cisco’s most recent quarterly report adds cred to thesis there is a pronounced slow down in the mid sized business &/or agency segment of enterprise IT

August 14, 2020

Comments on Richard Waters’ story for the Financial Times, “Sudden breakthroughs in AI could hold the key to digital progress

Monday, August 17, 2020

We comment on a story written by Joanna Stern titled “5G Smartphones Could Crush Your Home Wi-Fi. So Where’s the 5G?

Tuesday, August 18, 2020

What should be the more important driver? FOMO? or Business Transformation? We think Business Transformation is the more promising of the two. A look at TESLA helps:

August 19, 2020

We comment on a story titled “Nvidia beats estimates but data center results leave shares flat“.  The story is written by Stephen Nellis & Neha Malara. The Reuters website published the story late in the day today. We spend time on comments Nellis & Malara attribute to Stacy Rasgon, an analyst for Bernstein.


August 20, 2020

We comment on the news The State of California stepped back from its threat to immediately force Uber and Lyft to convert drivers to employees:

August 21, 2020

In a story for Barrons Online, “Apple Stock’s Rally Just Keeps Going as Valuation Touches $2.1 Trillion”  Eric Savitz refers to “adoption” in the context of describing the power of bundles to drive consumer behavior. We explore this notion in a video just shy of 7 mins in length:

August 24, 2020

Ira Michael Blonder, CEO & Founder of IMB Enterprises comments on a story titled “Pandemic has online sellers leaning on cloud“. The story was published on Monday August 24, 2020 in the CIO Journal section of the Wall Street Journal website:

August 26, 2020

We comment on how Salesforce’s Q2 fy 2021 Quarterly Earnings report & conference call transcript point to strength in the work from home shift by really big businesses