A Software Insider's Point of ViewDigital Giants

Fake Media Unethical Analysts

Tuesday's Tip: Why Unethical Marketing Costs Tech Vendors 100’s of Millions Every Year

What Every Tech Vendor CEO and CFO Should Know About Their CMO’s Wasted Investments In Vanity Metrics Marketing professionals face massive pressure to show that their marketing investments have paid off. In a zero-interest rate environment, budgets were flush and marketers had a lot of leeway in building brand, hosting amazing events, and buying ads to improve market presence. However, a shift to a five percent interest rate environment has many CMO’s focused on performance marketing, showing return on investment, and moving MQLs from SQLs as fast as they can.
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Centralized Scarcity vs Decentralized Abundance

Monday's Musings: Will AI Force Centralized Scarcity Or Create Freedom With Decentralized Abundance?

Age of AI Ushers Exponential And Transformational Power In The Hands Of A Few Society has often swung to centralization and decentralization in the distribution of power and rights. Living in a culture of abundance versus a culture of scarcity can alter the prioritization of decisions, the quality of interactions, and the overall optimism or pessimism of a society. AI has the power to transform societies for both good and evil.
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ARM IPO credit Nasdaq

Trends: Tech IPOs Will Come Back In 2024

Two Year IPO Drought Coming To An End In 2023, only 148 companies completed an initial public offering (IPO). This was the worst year on record and followed a 15% decline from the number of IPO's in 2022, another disappointing year. In 2023, ARM was the sole blockbuster tech IPO. After a brutal two years with a paucity of tech IPOs, the market is poised for a resurgence in 2024.
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Sam Altman Guest Badge

News Analysis: Sam Altman's Steve Job's Moment And Satya Nadella Just Saved His Microsoft Stock Price

Sam Altman just faced his Steve Jobs moment when the OpenAI board fired him on Friday. The balance between too much governance and not enough innovation was the challenge OpenAI faced. This was a very immature board with members who had never built companies, never moved from ideology to commercialization, nor had any pragmatic board experience.
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Chief AI Officer

Research Summary: The Urgent Case For A Chief AI Officer

With artificial intelligence (AI) projects all the rage, organizations must make a strategic determination to create a new CxO role at least at a functional level if not at a title level.. This decision should not be made lightly, however. Although the chief AI officer (CAIO) role is critical to an organization’s success, the level of collaboration across business, IT, finance and operations, HR, and legal risk and compliance requires an unprecedented level of cooperation and orchestration. Boards will also want to consider AI at the same level as CyberSecurity.
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What are the actual risks of Generative AI

Monday's Musings: Will Generative AI Drive Humanity Into The Dark Ages Of Knowledge?

Big Brains In AI Discuss The Risks of Generative AI At Reinvent Futures Event On July 27th, 2023, almost 300 people gathered at Shack15 in the Ferry building in San Francisco to discuss the actual risks of Generative AI. The event hosted by Reinvent Futures with Peter Leyden and Joe Boggio brought together the biggest minds on AI for an evening of deep discussion.
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Hexagon Live 2023

Event Report: Hexagon Live 2023 Demonstrates Prowess In Digital Reality Solutions

On June 12th to 15th, Hexagon, AB held their user conference at the Caesar's Forum in Las Vegas Nevada. The event showcased how Hexagon has built a foundation for bringing the real world to the digital world using reality capture, positioning, autonomous technologies,design and simulation, and location intelligence.
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MATANA

News Analysis: Big Tech Shows Signs Of Stability

The Q1 Tech Earnings Breathe Life Among The Digital Giants. With just Apple left to report in the tech earnings season, three major trends have emerged
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Mornings With Maria Bartiromo January 31, 2023

Monday's Musings: Q1 Earnings Benefit From The Great Big Tech Reset

Big Tech and Market Reset Bring Optimism To Markets While many in the market are still psyching others into a recession, the fears are subsiding and the NASDAQ appears to be where the optimists are. Five factors have led to the mini rebound in this market of lowered expectations as watchers await the fed rate decision.:
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Microsoft Activision Deal Blocked by Lina Khan

News Analysis: FTC's Lina Khan Blocks $69 Billion Microsoft - Activision Acquisition

Microsoft Faces Its Biggest Challenge Despite Its "Social" Standing Microsoft's CEO Satya Nadella’s and Vice Chair and President Brad Smith face their toughest challenge. There was always that belief that so long Microsoft acted like a“good citizen” on social issues they would be immune to anti-trust. That myth has been burst. The FTC has filed a lawsuit and a judge must decide if the case is strong enough to block the $69B deal. The FTC fears Microsoft will not provide titles for other platforms. Other headwinds include 16 countries that will have to approve the mega deal. China will probably block the deal to protect TenCent's position. Tencent also owns 5% of Activision.
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MATANA

News Analysis: Big Tech Earnings Q3 2022

All Eyes On Digital Giant Earnings With recession headwinds driving lower valuations and earnings uncertainty in high gear, the level of fear remains high. However, in the past week, NASDAQ was up 5.2%. So the big question,will these digital giants hold their gains ahead of earnings season?
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Adobe Figma

News Analysis: Will Adobe + Figma Be the Collaboration Engine to Drive Us to The Metaverse?

Disintermediate or Be Disintermediated On September 15, 2022, Adobe announced the largest acquisition of a private software company and the largest acquisition in Adobe’s history. In a half cash, half stock deal for approximately $20 billion, San Francisco-based Figma would be acquired by San Jose-headquartered Adobe. Adobe is paying a 50 times annualized recurring revenue (“ARR”) multiple for Figma which is expected to surpass $400 million in ARR exiting 2022.
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