TEK2day Podcast

Facebook branding Insta and WhatsApp "Instagram by Facebook" and "WhatsApp by Facebook". We believe Facebook exercising control over Insta and WhatsApp will harm user growth and engagement - particularly Facebook's forcing more ads down Insta's throat.

Related TEK2day article: https://tek2day.com/2019/07/26/the-pe-model-is-unsustainable/

We critiqued WeWork's (aka "the We Company") business model in episode 292 of this podcast. Now comes the news that co-founder CEO Adam Neumann has sold $700 million worth of stock per the Wall Street Journal. This type of a stock sale by a founder CEO ahead of a prospective IPO is unprecedented in our 20-plus years in the capital markets and is a huge red flag. It would take a small miracle for WeWork to pull off an IPO in our view given the fact that the company does not match lease durations and given news of this $700 million stock sale by Neumann.

It's only going to get increasingly difficult for Netflix to compete.

https://tek2day.com/2019/04/12/disney-new-king-of-the-jungle/

Julie Sweet's appointment as Accenture's next CEO can mean only one thing - ACN plans to double-down on M&A. We have some ideas about target areas and companies. Read about them Monday July 15th at TEK2day.com

Facebook receives a slap on the wrist in the form of a $5B FTC fine.

We like CyberSecurity as a focus area for Broadcom's Enterprise Software acquisition strategy. We explain why.

Related TEK2day content: https://tek2day.com/2019/07/08/we-applaud-creative-ma-strategies/

Part 1.) WeWork: we don't understand why WeWork does not match lease durations. Not doing so is a significant risk to the company as a going concern should the CRE market roll over.

Part 2.) Slack at the 3:41 mark. A highly competitive space with MSFT and TEAM as the two largest competitors.

Part 3.) Amazon's drone-powered surveillance service at the 11:04 mark.

We covered a number of topics around AI, cloud computing, edge computing and more with CloudBloom Systems founder & CEO Raghav Kamran. Learn more about CloudBloom below. Links to our recent related TEK2day content is also included below.

CloudBloom:

Website: https://www.cloudbloom.io/

LinkedIn: https://www.linkedin.com/company/cloudbloom

Twitter: https://twitter.com/cloudbloomsys

TEK2day related content:

1.) AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity: https://tek2day.com/2019/06/04/ai-todays-mysterious-miracle-technology-is-tomorrows-electricity/

2.) Amazon Wants To Know How You Feel: https://tek2day.com/2019/05/31/amazon-wants-to-know-how-you-feel/

3.) No Time Like Now to Leverage AI: https://tek2day.com/2019/05/23/no-time-like-now-to-leverage-ai/

4.) Google Has Raised the Bar for Technology Companies: https://tek2day.com/2019/05/14/google-has-raised-the-bar-for-technology-companies/

5.) It’s Good To Be King: https://tek2day.com/2019/05/08/its-good-to-be-king/

6.) Microsoft is the Cloud: https://tek2day.com/2019/05/07/microsoft-is-the-cloud/

7.) The Industrial Cloud: https://tek2day.com/2019/03/28/the-industrial-cloud/

Anonymously review your company and CEO at CEORater.com

Check out our Technology and Capital Markets-related content at TEK2day.com

TEK2day Podcast episode 290: Our Conversation with SS&C (tkr: SSNC) Managing Director and Global Product Marketing Head for SS&C Singularity Scott Kurland.

SS&C Homepage: https://www.ssctech.com/

SS&C Singularity: https://www.ssctech.com/landing/ss-c-singularity

SS&C on LinkedIn: https://www.linkedin.com/company/ss-c-technologies/

SS&C on Twitter: https://twitter.com/SSCTechnologies

Related TEK2day content:

AI - Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity: https://tek2day.com/2019/06/04/ai-todays-mysterious-miracle-technology-is-tomorrows-electricity/

No Time Like Now to Leverage AI: https://tek2day.com/2019/05/23/no-time-like-now-to-leverage-ai/

The supply of Data Scientists is a constraint toward building Advanced Analytics practices including broadly-defined AI: https://tek2day.com/2019/06/10/salesforce-to-acquire-tableau-software-expect-more-such-deals/

Insurance Companies Are Undervalued Tech Companies: https://tek2day.com/2019/06/03/insurance-companies-are-undervalued-tech-companies/

It’s Good To Be King: https://tek2day.com/2019/05/08/its-good-to-be-king/

Microsoft is the Cloud: https://tek2day.com/2019/05/07/microsoft-is-the-cloud/

Amazon Wants To Know How You Feel: https://tek2day.com/2019/05/31/amazon-wants-to-know-how-you-feel/