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USA vs Google: Old Wine In A New Bottle
A landmark antitrust ruling that is expected to fizz out with a whimper.
Sep 19
•
Uttam Dey
and
Amrita Roy
75
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USA vs Google: Old Wine In A New Bottle
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For Starbucks to turn around, these two things need to change.
With Brian Niccol assuming role as CEO of Starbucks on Sept 9, his work is cut out. Strike balance between the digital and in-person experiences, while…
Sep 10
•
Uttam Dey
and
Amrita Roy
68
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For Starbucks to turn around, these two things need to change.
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Nvidia’s earnings created a paradox for the AI boom/bust debate
Nvidia's stock has entered bear market as earnings beat & guidance were lackluster, with uncertainties around Blackwell, AI spending & competition…
Sep 5
•
Uttam Dey
and
Amrita Roy
98
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Nvidia’s earnings created a paradox for the AI boom/bust debate
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August 2024
Is genAI in a bubble?
A conversation with "The Pragmatic Optimist", Amrita Roy
Published on Stay Vigilant
•
Aug 26
1:04:58
From Goldilocks to Hard Landing- The economic whiplash begins
The Fed Dilemma is back again. Does the Fed cut to stimulate a weakening economy but exacerbate the yen trade by causing a massive selloff in stocks? Or…
Aug 6
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Amrita Roy
123
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From Goldilocks to Hard Landing- The economic whiplash begins
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July 2024
Streaming TV broke its promise. So, Consumers are fighting back.
After a decade of keeping its promise to keep content ad free, welcome to the new streaming norm: higher subscription prices, walled content, more ads…
Jul 18
•
Uttam Dey
and
Amrita Roy
95
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Streaming TV broke its promise. So, Consumers are fighting back.
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Small Teams, Big Impact: How AI Is Reshuffling The Future Of Work?
Teams are about to get smaller. Meanwhile, entrepreneurship is back in vogue. But let's not sugarcoat the future and instead have an have an honest…
Jul 9
•
Amrita Roy
100
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Small Teams, Big Impact: How AI Is Reshuffling The Future Of Work?
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June 2024
AI is disrupting Customer Support. Salesforce is feeling the pinch.
As enterprises invest in AI proof-of-concepts for customer support, software companies are getting squeezed with acquisition costs rising. Will these…
Jun 26
•
Uttam Dey
and
Amrita Roy
113
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AI is disrupting Customer Support. Salesforce is feeling the pinch.
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43
The Real Test For Consumer’s AI Appetite Is About To Begin.
Apple finally threw its hat in the AI ring with Apple Intelligence. With Apple, Google, Samsung, and Microsoft all releasing their own AI-powered…
Jun 14
•
Uttam Dey
and
Amrita Roy
104
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The Real Test For Consumer’s AI Appetite Is About To Begin.
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AI may take longer to monetize than most expect. How long will investor optimism last?
As the market cap of the top 10 mega-cap stocks reaches an all time high, coupled with 45% YoY increase in AI capex spend from the Big 4, when will…
Jun 4
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Amrita Roy
132
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AI may take longer to monetize than most expect. How long will investor optimism last?
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May 2024
NVIDIA’s chips are the tastiest AI can find. It’s stock still has ways to go.
Nvidia has always been at the right place at the right time leading all the major innovation cycles over the past 2 decades. It is now getting ready to…
May 28
•
Uttam Dey
and
Amrita Roy
103
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The Pragmatic Optimist
NVIDIA’s chips are the tastiest AI can find. It’s stock still has ways to go.
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41
The internet is about to be flooded with AI Assistants.
ChatGPT’s recent 4o model sounds just like a human and can see our world too. We are about to see a proliferation of AI Assistants across industries…
May 17
•
Uttam Dey
and
Amrita Roy
125
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The internet is about to be flooded with AI Assistants.
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