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Singularity - Humanity on the Cusp of Achieving It?

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 What is Singularity? A singularity is a theoretical condition that could arrive in the near future when a synthesis of several powerful new technologies will radically change the realities in which we find ourselves in an unpredictable manner.  The term "singularity" was first used in the context of technology by mathematician and computer scientist John von Neumann in the 1950s. However, it was popularised by futurist and inventor Ray Kurzweil in his 1999 book "The Age of Spiritual Machines."  In 2005 Ray Kurzweil further extended this concept and wrote in his book titled: "The Singularity is Near: When Humans Transcend Biology".  In his book, Ray Kurzweil defines the "singularity" as "a point in the future when technological progress becomes so rapid and profound, resulting in unforeseeable changes to human civilisation ." He believes that the singularity will be triggered by the development of artificial general intelligence (AGI)

Generative AI - Where is The Growth ?

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 Generative AI - Where is The Growth?  The current state of the Gen AI industry shows that big tech companies, especially hyper scalers, dominate the scene. They are the primary drivers of innovation and growth, focused on achieving long-term sustainability by shifting their focus from selling computing to selling generic and specialised model services with higher margins.  This has led to increased interest from venture capitalists, resulting in numerous startups focused on selling model-based services and integrating with existing apps and services. The low barriers to entry make it easy for startups to grow in the short term, but sustainability is challenging without a unique proposition. Many startups will likely fail, with some being acquired by larger companies.  Software providers such as Salesforce, Oracle, and Workday are also integrating AI services, either by building or purchasing specialised services to defend and survive the industry changes. Future of Language Models Lar

Generative AI - Framework to Identify Use Case and Investment

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 Generative AI - Framework to Identify Use Case and Investment Application of Framework - Use Cases for Telecom Gen AI - Use Cases for Telecom

Palo Alto Networks - What is their Growth Template

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Palo Alto Networks - Leader in Cyber Security   Key Indicators  Market Cap – 73.07 Bn EV – 72.95 Bn Debt - $2.26Bn P/B – 41.79 (Goodwill from M&A)  P/E (Trailing) – 184.99 (Growth)  P/E (Forward) – 44.44 (Growth) Economic Moat: Wide (product, innovative)    Palo Alto Network provides network security solutions. The company's solution offerings spread across network security, cloud-native application protection, security operations, and endpoint security and are available across multiple key industries. Cybersecurity has 5 stage lifecycle - Identify, Protect, Detect, Recover and Restore. This cyclical process is essential for protecting an organisation from cyber threats. It helps to ensure that corporations are constantly prepared and able to respond to evolving threats. Dominating Growth Strategy Since Nikesh Joined as CEO in 2018, Palo Alto Networks has grown with a CAGR of 24.9% with market cap. surging by $48Bn to $73.1Bn. This growth is spurred by M&A activity, improvi

IBM a Tech Giant - How it Lost its Way

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 IBM a Tech Giant - How it Lost its Way Key Indicators  Market Cap – $129.39Bn EV – $173.4Bn Debt - $57.5Bn, Cash - $17.9Bn  P/B – 8.57  P/E (Trailing) – 60.44 (Growth)  P/E (Forward) – 14.3 (Div. Centric,  No Growth) Economic Moat: Narrow (under threat)   Where is the Growth How it Lost its Way IBM a more than 100-year-old company that used to be a trendsetter in the technology space has become a laggard and is struggling to get its Mojo back. It is facing headwinds, and it is not clear how it will modernise its business. Today, IBM has 3 business segments, Infrastructure, Software and Consulting, and all of them are declining YoY. There are multiple reasons why IBM's revenues are declining except for the minor surge in 2021, and 2022. Let's look at the key reasons. Unlike its peer group players like Salesforce and ServiceNow which specialises in providing packaged application software in the Cloud (SaaS), IBM has no application software to offer. Instead, IBM's software o

Generative AI - Changing the World, Key Players and Their Progress

 Generative AI - Changing the World, Key Players and Their Progress - Part One  

Tesla - Its not a Car, Its an AI Device on Wheels

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Tesla - It's not a Car, It's an AI Device on Wheels Tesla - Evolution Tesla - AI Device on Wheels Teslas Secret of Success Anecdote: In 2013, Elon Musk sent a meeting request to Apple's CEO Tim Cook, but Tim refused to meet him.  Musk confirmed this by tweeting in Dec 2020, that he had tried to sell Tesla to Apple for 1/10 of its current value during "the darkest days of the Model 3 program ."  It's still a mystery why Apple didn't end up buying Tesla, but there are a few theories out there. One possibility is that Apple's CEO, Tim Cook, just wasn't interested in acquiring Tesla. Another theory is that Cook was worried about some of the difficulties Tesla was going through at the time, like production delays and financial losses. Lastly, it's also possible that the two companies couldn't agree on a fair price for Tesla. Occasionally, there is a rumour that Elon Musk aspired to become the CEO of Apple . Following Steve Jobs' passing in