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TMT

alternative data
TMT9 min read

The Power of Alternative Data

In today’s fast-paced world, data has become the lifeblood of business decision-making. Traditionally, financial analysts relied heavily on traditional data...
TMT8 min read

The Generative AI Stock-Market Ruckus, Per the Experts

This week The Wall Street Journal published an article by Charley Grant about generative AI’s impact on public stocks, ChatGPT...
TMT8 min read

AI/ LLM Disruption by Industry, According to the Experts

Stream enables you to rapidly gain a comprehensive understanding of any topic, even a topic as broad, complex and disruptive...
Earnings-Call
TMT4 min read

TMT Weekly: AAPL, AMZN, GOOGL Earnings

In the News Three of the largest companies in the world report earnings this evening, so we thought we’d share...
Infinite Compute
TMT8 min read

TMT Weekly: MSFT, GOOGL, ChatGPT, and the New Compute Paradigm

In the News MSFT reports today. The OpenAI deal structure, while interesting, is less interesting than the idea that Bing...
TMT6 min read

TMT Weekly: The Shift to Programmatic – TTD vs The World

Imagine the best possible expert to interview about the shift to programmatic digital advertising. Ideally they would work at a...
drop-emotional-baggage
TMT7 min read

TMT Weekly: Leave Your Emotions Behind for CHTR

If this is your first exposure to TMT Weekly, then that’s great for me, as you did not read the...
TMT7 min read

TMT Monthly: Top 10 Expert Call Transcripts – September 2022

The big news in TMT in September was ADBE’s acquisition of Figma, which I covered here. What caught my eye...
TMT15+ min read

TMT Weekly: CHTR, MDB and the TTD Bull Case

TTD Bull Case I’m familiar with TTD (The Trade Desk) from my time working in M&A for an agency holdco....
TMT15+ min read

TMT Weekly: Figma, VRSN, CMCSA, and the Greatest Remaining Threat to A...

ADBE to Acquire Figma for $20 Billion Last Thursday, ADBE announced that it would acquire Figma for $20 billion, or...