Markman Capital Insight

Renaissance men plunder data for profit

December 20th, 2016

What do Big Data, cutting edge supercomputers and sunny days have in common? If you answered Renaissance Technologies’ Medallion hedge fund, give yourself a gold star.Gold stars are more than a namesake at Medallion. The Bloomberg article “Inside a Money Making Machine Like No Other” tells the story of the secretive New York hedge...


Technology ready to cure health-care costs

December 12th, 2016

After the global financial crisis in 2009, Marc Andreessen was a fount of optimism. The pioneering web engineer and venture capitalist is still optimistic, but not for the reasons you may think.Recently Andreessen sat down with The Verge for a far flung interview. His prescient 2011 Wall Street Journal essay; “Software is Eating the World,”...


GE Readies for Revolution

December 9th, 2016

All over the globe, the working class is rising up against the forces of industrial globalization. Nationalism will bring back good-paying jobs, say the populists. Or so the theory goes. Yet reality intervenes. In late November, General Electric (GE) bought a scheduling-software company called ServiceMax for $915 million. It was the ...


SpaceX plans for satellite Internet take off

December 5th, 2016

A new space race is afoot. Soon thousands of small satellites will circle the Earth. They will deliver broadband Internet and vast amounts of valuable data. Last month SpaceX, notified the Federal Communications Commission of its plan to deploy 4,425 satellites 750 miles above the Earth. The immediate goal is for the Volkswagen-sized spacecraft...


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...


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....


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...


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...