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Oracle's Evolution - Database Leader to AI Innovator

 Oracle's Evolution - Database Leader to AI Innovator   Market Cap – 290.15 Bn EV – 369.18Bn Debt - $88.94Bn (High), Cash – $12.08Bn  P/B – 122.43 (intangibles in the book)  P/E (Trailing) – 31.05 (Growth)  P/E (Forward) – 19.43 (Growth) Economic Moat: Wide (product sales, under threat)    Domain: Enterprise Software and Database Comp. (Business Apps) – IBM, SAP, Workday, MSFT, Salesforce Comp. (Database) – MongoDB, MySQL, Cassandra, AWS, Azure, IBM  Growth Segment – OCI (Up)  Oracle's Facing Headwinds - In the Age of No SQL The emergence of Digital Transformation in the early 2010s has brought multiple challenges to Oracle's relational database segment. Today, it is facing stiff competition from both commercial and open-source vendors. It must constantly innovate and create new products and services to stay ahead of the database market. Despite the challenges, it is rising to the occasion by developing its own cloud-native database prod...
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Google the King of Search - What the Future Beholds in the AI World

Google the King of Search - What the Future Beholds in the AI World  Google's Evolution   Google King of Search - Where is the Growth Google Search - Economics with Gen AI Google Cloud's - AI and ML Play Googles AI Journey  Googles $100Bn Blunder Google - Risks to its Growth My other posts on  AI Value Chain ,  Amazon the King of Retail -WhyAWS is the Crown Jewel ,  Microsoft the King of AI in Software ,  Salesforce under the AI Cloud  and how  Generative AI can transform Telecoms ,  Energy and Utilities Source:  Seekingalpha ,  Bloomberg , Martinfowler.com,  Databricks.com , Linkedin,  Nvidia ,  Google ,  AWS ,  Fourweek MBA Blog ,  Amazon
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Amazon Flywheel Phenomenon - AWS is The Crown Jewel

Amazon Flywheel Phenomenon - Why AWS is The Crown Jewel  -- Amazon Evolution   Where is the Growth   Amazons Flywheel Phenomenon Amazons Multiple Flywheels  AWS The Crown Jewel  Amazon Chasing new Flywheel My other posts on Generative AI and Strategic Analysis of Key Players AI Value Chain   Microsoft the King of AI in Software ,  Salesforce under the AI Cloud   Tesla - It's not a Car, Its an AI Device on Wheels Google the King of Search - What the Future Beholds in the AI World Nvidia Godfather of AI - Why the Market is Bullish Generative AI can transform Telecoms ,  Energy and Utilities Source:  SeekingAlpha ,  Bloomberg ,  Martinfowler.com ,  Databricks.com ,  Nvidia ,  Google ,  AWS ,  Fourweek MBA Blog ,  Amazon ,  Ashwath Damodaran ,  TSMC
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Cloud Benefits, Risks, Controls and Mistakes to Avoid

 
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Weekend Reading

  Ten Rebranding Do’s And Don’ts   Do re-imagine your business beyond the logo.  Do gain support from the C-suite.  Do get internal as well as external insights.   Do keep it real. Do bring in all key stakeholders.  Do leverage the opportunity to drive broader change.   Do over communicate.   Do keep it aligned.  Do make sure your people can deliver.   Do find the right partner.    What’s in Today’s MarTech Toolkit?   Close to two-thirds (64%) of all the marketers surveyed are currently using artificial intelligence (AI). A full 60% say they have a fully defined AI strategy. This year, the leading use case for those marketers using AI is to drive next best actions, followed by personalizing the overall customer journey and automating customer interactions.    How to Win over a Team of Experts Try these three strategies: 1. Look inward to the team. Your success will depend on your abilit...
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