1. Crypto on Aisle 5 
   1. Walmart is getting into the Crypto game
   2. https://www.cnbc.com/2022/01/16/walmart-is-quietly-preparing-to-enter-the-metaverse.html

1. VC Boom 

1. 21% of VC dollars in 2021 were invested in Fintech 
2. What are some trends for 2022?

1. Borrow Now, Save for Later 

1. https://www.protocol.com/fintech/lendtable-401k-fintech-cash

1. What’s under the $HOOD 

1. Robinhood check in 
2. Undervalued or acquisition target? 
3. Cryptowallet launch 
4. Stock plunge https://finance.yahoo.com/quote/HOOD/

1. Acronym of the week: DAO 

1. Decentralized Autonomous Organization 

1. What’s coming up? 

1. The Great Resignation 
   1. Fintech tools to help Gig workers 
   2. Automation to combat lack of talent 

Moor Insights & Strategy CEO and Chief Analyst Patrick Moorhead talks with Zoho executive Raju Vegesna about what to expect in data privacy in 2022.

• User Privacy (or lack thereof)
• Personal data
• Health Data
• Financial Info
• Biometric info
• Privacy-abusive business models
• Privacy laws

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Planet’s value proposition

• Space and satellite SPACs have been popular this last year or so. And as much as we’re seeing maturation in the field, we’re also seeing the headlines commandeered by rockets and space tourism. How does Planet fit in and what is its differentiator?

Planet is a data company

• Simply, how does your business work? Are you a satellite company, a data subscription service? 

Use cases, wins, and momentum

• If Planet is a data company, then, who are your key customers putting it to work? How is your data categorically changing the way they do business? 

The market opportunity

• What is the market you’re selling into? What type of projections and verticals are you targeting? 

Growth opportunities

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

FinTech Envy 

• Software-to-fintech trend 
• Software companies are becoming Fintechs

Kids of Wall Street 

• Greenlight’s Investing for Parents 
• https://fintechmagazine.com/financial-services-finserv/greenlight-reveal-education-platform-investing-parents?utm_source=Newsletter+FinTech+Magazine&utm_campaign=bd8cca8387-EMAIL_CAMPAIGN_2021_07_02_03_52_COPY_01&utm_medium=email&utm_term=0_9738f7c924-bd8cca8387-410714202&mc_cid=bd8cca8387&mc_eid=69b90d226e 
• Why giving your kid a brokerage account is better than a dog 

Is Coinbase Off-Base? 

• Crypto’s battles with the SEC 

Acronym of the Week: MDA 

• Marketplace for digital assets  

What’s Coming Up?  

• AWS re:Invent at the end of November 

Welcome and introductions

• https://investors.micron.com/news-releases/news-release-details/micron-appoints-jeremy-werner-corporate-vice-president-and
• https://investors.micron.com/news-releases/news-release-details/micron-appoints-raj-hazra-senior-vice-president-and-general 

Why does Micron talk about the future of the datacenter?

What are the challenges to overcome in today's data center?

What near-term data center innovations are going to be available to help with taxed infrastructure (Today’s Data Center)?

• https://investors.micron.com/news-releases/news-release-details/micronr-7400-ssd-nvmetm-delivers-pcie-gen4-performance-data 

As we look into the future, what are the key enabling technologies for the next-generation datacenter

How is Micron driving innovation to solve these problems and working with the ecosystem?

Any final thoughts to leave the audience with?

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Fly Now, Pay Later

• Is travel the new Peloton in BNPL? 
• https://www.protocol.com/fintech/affirm-fly-now-pay-later 
• Affirm and American Airlines announced an exclusive partnership 
• BNPL moving heavily into travel 

CFPB Says “Show Me the Money (data)” 

• A look into the CFPB probe into big tech in regards to payments and data
• Orders initially Issued to Amazon, Apple, Facebook, Google, PayPal, and Square
• Stablecoins and Super Apps being studied 
• Data harvesting, access restriction, and user choice, other consumer protections

What’s New in the $HOOD? 

• https://www.google.com/finance/quote/HOOD:NASDAQ 
• Earnings missed analysts’ predictions on key metrics 
• The stock dropped below its IPO price
• Crypto trading down contributed to weak revenue numbers 
• Bleak outlook as they ride the wave of frenzied markets 

Acronym of the Week: API 

• Application programming interface 
• Why this is important for fintech 

What’s Coming Up?  

• AWS re:Invent at the end of November 
• The next in the AI on Fintech series coming soon 
• Most recent one: 
• https://www.forbes.com/sites/moorinsights/2021/10/26/keeping-an-ai-on-fintech-ai-based-use-cases-poised-to-take-financial-services-to-the-next-level/?sh=4b1689d04b9f 

1.  Facebook’s Novi Crypto Wallet 
2. • https://www.protocol.com/fintech/facebook-novi-wallet 
   • Announced with Coinbase as custodian, and Paxos’ USDP stablecoin
   • Originally intended to launch with Diem  
   • Immediately prompted legislators to call on Facebook to halt the pilot 
   • • Timing is bad with whistleblower and Facebook Oversight Board issues 
   • Facebook’s metaverse rebrand
   • • https://www.theverge.com/2021/10/19/22735612/facebook-change-company-name-metaverse 

1. PayPal is Pinterested 

• https://www.reuters.com/technology/paypal-looking-buy-digital-pinboard-site-pinterest-bloomberg-news-2021-10-20/ 
• Super App aspirations. Pinterest is great for product discovery.
• Commerce play 

1. Acronym of the week: ETF 

• Exchange Traded Fund 
• First bitcoin ETF: ProShares Bitcoin Strategy
• Bitcoin futures contracts 
• Indication of more cryptocurrency financial products to come

1. What’s coming up?  

• Money 20/20 happening next week in Vegas. 
• • Not attending but have briefings set up and expect some good announcements 
• Next podcast take a look into the CFPB probe into big tech in regards to payments and super apps data 

1. Introductions

2. Relationship status

3. In the world of computing, what is the single most dramatic change happening today, that has made the data center the new unit of computing? 

4. How can CIOs start to look at AI, not as an emerging technology, but as a part of their enterprise technology toolbox and approach it with the same level of comfort?

5. In order to run modern applications in the data center, what does it mean to rethink computing, to include GPUs, DPUs, and CPUs?  

6. What are the 3 things CIOs need to know about DPUs? 

7. What is an “Accelerated Data Center” and what is its strategic advantage to organizations?   

8. How are CIOs investing in their data center strategy to enable their organizations to embrace hybrid working models?  How are you seeing customers leverage NVIDIA/VMware solutions to do so?

9. How are innovative enterprises preparing for hybrid work with increased compute demand? 

10. NVIDIA GTC November 8-11 Michael Kagan and VMware’s Marc Fleischmann.  

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Tech analyst Patrick Moorhead talks with Frank Azor, AMD's Chief Architect of Gaming Solutions and Marketing on FSR, AMD Advantage, and the Radeon RX 6600 launch. This is a Moor Insights & Strategy INSIDER podcast.

Intro

• https://www.linkedin.com/in/frankazor/ 

FSR- Fidelity Super Resolution

• https://moorinsightsstrategy.com/research-paper-amd-fidelityfx-super-resolution-a-real-game-changer/ 
• https://www.forbes.com/sites/patrickmoorhead/2021/08/16/amd-fidelity-fx-is-good-for-gamers-and-the-industry/?sh=3219b07929b1 

AMD Advantage

• https://www.eweek.com/mobile/amd-advantage-laptops-deliver-a-powerful-gaming-experience-through-a-design-framework/ 

RX 6600 Launch

• https://www.amd.com/en/products/graphics/amd-radeon-rx-6600 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

A High Price to Pay in Cannabis Banking 

• PBC Conference in DC last week - Payments, Banking and Compliance in Cannabis 
• Challenges of payments and banking in a federal/state regulation conflict 
• Up to 80% of Cannabis businesses are unbanked. The extensive fallout:
• • Cash risks and security  
  • Limited cart size (30% higher spend when using cards)
  • Payroll, lending, mortgages, etc. 
• GrowFlow https://www.growflow.com/
• • SaaS tool for managing “seed to sale” operations and compliance 
  • https://greencheckverified.com/what-we-do/financial-institutions/ 
  • Banking solutions for cannabis industry 
  • FinCen compliance 
  • Less than 7% of FIs report banking cannabis-related businesses 

Industry Clouds 

• https://venturebeat.com/2021/09/14/snowflake-targets-financial-services-with-its-first-industry-specific-data-cloud/ 
• Wells Fargo announced Digital Infrastructure Strategy and Strategic Partnerships With Microsoft, Google Cloud but not in its industry-specific cloud which is in public preview stage only. 
• • https://blogs.microsoft.com/blog/2021/02/24/new-industry-clouds-offer-launchpad-for-innovation/ 
  • Amazon and FinSpace 
  • https://www.forbes.com/sites/patrickmoorhead/2021/04/08/the-latest-chapter-in-ibms-quest-to-build-a-cloud-for-banks/?sh=3df4cb226057 

Acronym of the week: CDMC 

Cloud Data Management Capabilities industry standard

• Snowflake became the first to be certified 
• Extension of DCAM 

What’s coming up?  

• Briefings next week: Adobe and PayPal’s commerce payment announcement, Austin-based companies