Google

We recently tested four smart speakers by asking Alexa, Siri, Google Assistant, and Cortana 800 questions each. Google Assistant was able to answer 88% of them correctly vs. Siri at 75%, Alexa at 73%, and Cortana at 63%. Last year,…

Google shares dropped ~4% in after-hours trading. The company missed revenues by 1% and earnings were in line with expectations. This compares to the Jun-18 quarter when the company beat revenue estimates by 2% and reported earnings in line with…

Google recently announced a milestone for its applications of deep-learning in medicine. Their algorithm for detecting metastatic breast cancer, Lymph Node Assistant (LYNA), is not only able to positively classify metastatic cancer with 99% accuracy but is also able to…

Smartphones have made us superhuman by bestowing on us the intelligence of the world’s information at our fingertips persistently; however, few would disagree that our omnipresent devices also create undesirable outcomes. We spend so much time on our phones that…

We recently surveyed 520 consumers about smart speakers and found that over 45% of respondents own at least one smart speaker. 9% of smart speaker owners surveyed owned more than one. In a similar survey earlier this year, only 27%…

Regardless of the nature of the hearing, an appearance on Capitol Hill to testify before Congress constitutes a brand hit to Twitter, Facebook, and Google. Notably (and rightfully), Apple has avoided the conversation. In our view, this is a direct result…

Netflix and Spotify are testing ways to avoid paying Apple for new in-app subscription purchases by forcing customers to visit mobile sites for subscription sign-ups. Given this only affects new subscriptions, the financial impact on Apple will be de minimis…

Eight years ago, we wrote a note titled, “No Such Thing as a Value Stock in Internet?” The hypothesis was that technology stocks, by nature, must be growth stocks to be compelling. Technology is inherently new, so investors look for…

We asked Siri, Google Assistant, Alexa, and Cortana 800 questions each. This time, Google Assistant was able to answer 86% of them correctly vs. Siri at 79%, Alexa at 61%, and Cortana at 52%. As part of our ongoing effort…

Shares of GOOGL are trading up ~3.5% after hours as the company is defying the law of large numbers, growing revenue by 26% y/y vs. 26% in Mar-18, 23% in FY17, and 20% in FY16. AI, for the first time,…

In venture, our job is to swing for grand slams because venture returns follow a power law function where your biggest winner is going to provide the majority of your return. Base hits do not add up to a grand…

Last week, we attended the AUVSI XPONENTIAL trade show in Denver, the largest global gathering of unmanned systems providers, robotic software developers, and industry experts. We spent time with 15 executives from some of the leading commercial drone companies and thought leaders…