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Month: February 2019

PODCAST: Autonomous Vehicles Were First Used to Help Soldiers Avoid Roadside Bombs. Interview with Torc Robotics.

In episode 1 of Tech Lightning Rounds, Intertrust Technologies goes directly to the source of AV expertise and hosts discussions with technologists who specialize in the field. Beth Kindig, holds discussions in “lightning round” format, which are rapid interviews for immediate depth on the topic. Please subscribe to the podcast and leave a review the production of Tech Lightning Rounds. Please Subscribe and Leave a Review for the Podcast Here In episode 1, Beth Kindig interviews Michael Fleming, CEO of Torc, who has been developing autonomous vehicles for twelve years, which is a very long time for AV technology. Torc Robotics placed third…

Facebook Stock: Too Good to Be True

Facebook has financial statements that Wall Street dreams are made of. Profit margins are at 40 percent, free cash flow outperforms due to low capex, and annual growth exceeds 20 percent year-over-year. In fact, FB posted 35 percent growth this past year with lots of runway to go. Meanwhile many of its FAANG peers struggle with high capex (Netflix) and diminishing growth (Apple).

To put it simply, Facebook’s cash flow and profit margins are not only some of the best in the S&P 500, but the best in the world. The ad dollar machine has incredible inertia and advertisers simply can’t turn away. If you are looking at the income statements, then you have every reason to go all-in on this company.

PODCAST: Are Autonomous Vehicles Overhyped? Will China Be the First to Deploy AVs? Intel Answers.

In episode 1, Jill Sciarappo, Director of Autonomous Driving at Intel, is candid as she discusses areas where AV companies can improve on safety and how a new coalition called PAVE can help. PAVE stands for the Partners of Automated Vehicle Education initiative, which was launched at CES 2019 in Las Vegas, to help bring “realistic, factual information to policymakers and the public.”

Jill and Beth also chat about the confusion consumers have around AV and why press headlines need to be a little more accountable. Jill is from Arizona, where a lot of AV testing occurs, and Jill raises the question: “What level of best practices or validation do we need to have these companies prove they can accomplish before we let them on our city streets?” She goes on to answer this question in the podcast by drawing parallels to the various ways this has been solved in the past.

Tech Experts Discuss the Future of Autonomous Vehicles: Podcast

Last year was a buzzworthy year for autonomous vehicles. The pedestrian death in Arizona raised concerns over safety while many AV OEMs slowed down production of advanced levels of automation due to regulatory issues. Meanwhile, China continues to push forward, faster than ever, in an AV race for commercial deployment. In addition, press headlines are not in agreement with analyst projections. Promises that driverless vehicles will be on the road this year are in sharp contrast with analysts who say AVs have entered the “trough of disillusionment” with anywhere from five to fifteen years before they will be commercially available.…

New Tech Podcast: Tech Lightning Rounds

Beth Kindig is launching a tech podcast called Tech Lightning Rounds, sponsored by Intertrust Technologies. The goal of the new tech podcast is to deliver information quickly in short “lightning rounds” so you can learn about new technologies while you commute, get ready in the morning, while you’re at the gym, or wherever else your busy life takes you. Tech Lightning Rounds will consist of bi-monthly episodes approximately twenty minutes each and will interview two to three leading experts on topics such as autonomous vehicles, robotics, artificial intelligence, data privacy, machine learning, 5G, augmented reality/virtual reality, digital trust, the future…

Pure Play Tech Stocks to Benefit from IaaS Growth

Hybrid is what will drive near future adoption for IaaS. This means security is still the dominant concern while data accuracy and productivity are the primary benefits to IaaS. Therefore, small and mid-cap companies that assist with either of these can benefit from IaaS growth. Below are a few of the more popular stocks in the cloud space. Although it is my belief some of these are overbought, and will have to prove themselves if we do go through a bear market, it most certainly doesn’t hurt to have them on the radar and to look for the right entry point.

Best Bet for Tech Stocks in 2019? Secular IaaS.

On a micro-level, mobile is hitting saturation, social media faces privacy regulations, chip makers are getting hurt in the trade war, and meanwhile, 5G, artificial intelligence, and autonomous vehicles are too nascent to see returns in the near term. This is one reason I continue to hammer on IaaS as a safe, secular bet. Companies are going through a major transition right now by transferring work loads into the cloud.