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...
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...
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...
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...
