Markman Capital Insight

Samsung bets $8 billion on car entertainment

November 25th, 2016

Connecting cars to networks will allow them to learn from each other. It will also make our lives easier. In early November Samsung announced a major Internet of Things play. It will buy Harman International (HAR), maker of car infotainment systems and connected hardware. At $8 billion, it’s a big deal for Samsung. The Korean technology...

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Automation zaps the proverbial factory worker

November 2nd, 2016

To get our regular email updates, simply click here.With the U.S. presidential election in the home stretch, hyperbole about the decrepit state of manufacturing has reached a fevered pitch. With deserted, dilapidated factories as their backdrop, both candidates talk about closures and lost jobs. They promise to bring them back. They won’t....

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Auto industry faces existential challenge

October 28th, 2016

To get our regular email updates, simply click here.The giant global auto industry is careening toward unprecedented disruption as its 100-year-old business model is turned completely inside out. That is the big takeaway from a research report published recently by investment banker Morgan Stanley. In Shared Autonomy, equity analyst Adam Jonas...

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Big data is becoming a big business

October 19th, 2016

To get our regular email updates, simply click here.Businesses have gone data crazy. You can’t blame them. Streaming, real-time data analysis promises to bring the type of predictability that cuts costs, solves problems and grows sales. That seemed to be the unofficial theme of the Strata + Hadoop World conference held the first week of...

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Google Tries to Run Your House

October 14th, 2016

To get our regular email updates, simply click here.If we believe Google, the migration from mobile to artificial intelligence is already underway. The future will bring personal search and seamless, portable digital assistants. Two weeks ago, Google’s CEO Sundar Pichai presided over the release of specs and pricing for its new hardware...

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Cybersecurity 'Cold War' Heats Up

September 28th, 2016

To get our regular email updates, simply click here.Someone is trying to take down the Internet. They are systematically targeting the core systems that keeps everything running. Most people take the Internet for granted. It’s where we get our news and how we keep in touch with friends and family. It has become a key part of our culture. Disruption...

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Salesforce.com Knows What You Want (Before You Do)

September 22nd, 2016

To get our regular email updates, simply click here.If Salesforce.com (CRM) founder Marc Benioff has his way, artificial intelligence software will infuse every facet of the corporate world, making employees faster, smarter and more productive. While that might seem optimistic, Benioff has a history of getting enterprise productivity software...

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Big data + artificial intelligence = boom

September 14th, 2016

To get our regular email updates, simply click here.We are on the verge of a very fast rate of technological change. If you think the Internet and mobile communications have changed the world, just wait. Coming years will be even more disruptive and amazing.When most people ponder technology they default to thoughts about compute power and its...

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