Business focused Blockchain event at MIT

March 27, 2017 Leave a comment

This looks interesting: An one day event at MIT on April 18 this year focused on the business of Blockchain. Seems to have a bunch of relevant speakers (e.g. the head of the Hyperledger project) and a broad focus (various industries, social impact etc.).

Only ~5% use Uber / Lyft

March 26, 2017 Leave a comment

A couple of interesting tidbits from a couple of articles on Uber (one from an article on Uber’s troubles in the Economist this week; the other from the Information)

  • Apparently, only ~6% of American mobile phone users use Uber (or Lyft) once or more a month. I could have sworn it would be much higher. No wonder Uber’s valuation is sky high.
  • Despite it’s high valuation (~$70B), it hasn’t had a CFO in 2 years
  • A growing percentage of Uber employees don’t see themsevles there in 2 years
  • At least 6 key execs and senior employees have left in the last few months including several of the tech leaders in mapping, AI
  • Uber’s share in the US market has fallen from 80% to 74% (with most of that going to Lyft)

Worth a quick read.

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Nice report on Blockchain

March 20, 2017 Leave a comment

I came across a nicely written report on Blockchain – “The Walport report” that does a good job (especially on basic technology) of demystifying and clarification. Although it was commissioned by the UK government and so leans more towards government use cases, it does a good job of painting the broader canvas as well.

DLT

Worth a quick scan.

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Dropbox IPO?

March 12, 2017 Leave a comment

Nice little article in MIT tech review on how Dropbox has expanded its focus on the broader (enterprise) collaboration market. Some tidbits that caught my eye:

  • Dropbox has a ~$10B valuation; sales are running at ~$1B a year up from ~$400M in 2014
  • Cash flow positive since 2016
  • About 10M new people start using the free version every month. Wow
  • More than 200k companies have signed up for Dropbox business (up from 50k in 2014). Most are small companies

But not all is rosy. It’s still a very competitive market – e.g. Gartner counted ~130 companies in the file storage/sync market. Plus companies like Google are bolstering their collaboration offerings (e.g. they released a bunch of new features at Google Next this week).

Worth a read (but you will need a subscription).

 

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Oracle, IBM “most hyped” cloud vendors

I ran across some data on the “most hyped” cloud vendors from Oppenheimer research that I thought would be useful to share. It essentially confirms that Oracle, IBM lead in the “hype vs. reality” for cloud. [The essential question asked in the survey was:”Which cloud vendor has least lived up to the hype?”]

cloud-hype

Notice that Amazon is near the bottom, where one would expect it to be.

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EIU report: IoT adoption slower than expected

A new report from the EIU (Economist Intelligence Unit) on IoT claims that adoption is slower than expected. Major blockers seem to be costs, concerns about security and lack of senior management commitment.

eiu-iot

However not all is gloomy. More than half the surveyed execs are optimistic about the future potential of IoT.

 

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Masters of the universe

February 28, 2017 Leave a comment

Interesting article  from the NYTimes on the people who run the world – a.k.a. the ~2500 billionaires. A few points that caught my eye:

  • Six of the top 10 billionaires made their money in technology
  • A new billionaire is created every three days in Asia(!), with 65 percent of the region’s billionaires in China. So much for communism not being the way.
  • 57 percent are self-made, and another 31 percent received an inheritance and grew it into billions.
  • Over half of all billionaires are worth between $1 billion and $2 billion. Go up to $5 billion and there are 2,101.
  • More of today’s billionaires went to Harvard than to any other school. Stanford was second.

Definitely worth the read.

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