Tech Review (TR 2018-05-19)--Domain Mondo's weekly review of tech news with commentary, analysis and opinion, separating signal from the noise: Features • 1)Tesla $TSLA May Need A Takeover, Will Apple $AAPL Bite? 2) America's IT Strongholds 2018,
3) Investing: The Week, Investing Notes, 4) ICYMI Tech News.
1) Tesla May Need A Takeover (tesla.com)
$TSLA,
Will Apple Bite? (apple.com)
$AAPL
Editor's note: If you think about it, for many consumers there's a synergy in having a premium-priced innovative
smartphone matched with a premium-priced innovative
"smartcar"--increasingly into the future, together, they may be the essence of having
the "best" in mobile devices.
Tesla 2018 (video published by Tesla on May 9, 2018):
Apple cannot outcompete Android/Google/Waymo, or Asia, for the future mass market smartphone or "smartcar," but it can produce, at a handsome profit, with Tim Cook's
supply chain expertise, an aspirational and innovative, premium-priced,
Jony Ive-designed, Elon Musk-engineered, auto-mobile. A Tesla takeover also provides Apple additional opportunities in solar energy and battery innovations, for a global market crying for clean energy and distributed electrical grid solutions. Steve Jobs always thought of Apple as an innovative
engineering company producing technology devices exhibiting superlative
design. Tesla could be the next step in Apple's evolution.
Tesla Powerpacks Balancing the Grid in Terhills, Belgium (published by Tesla on May 14, 2018):
Apple has the
cash and cachet to make this happen, both as an attractive deal for long-term Apple shareholders as well as $TSLA stockholders and bondholders. A Tesla deal with Apple is far better than a Tesla chapter 11 any way you look at it. Musk appears to have a persistent, unsolved "execution problem" at Tesla (Model 3 reservations
reportedly exceed 450,000), and
talented engineers and managers have been heading for the exits. He needs to remember that
Steve Jobs was fired by Apple (only years later did Jobs return to reinvent Apple via iPod, iPhone, and iPad). Another option would be for Apple to opt-in via convertible preferred shares or bonds.
Time will tell, but as the lawyers say,
"Time is of the essence." See also:
Apple buying Tesla doesn't sound like a crazy idea anymore — here's why | BusinessInsider.com 27 January 2018:
"Tesla needs to be saved from its delusional idea about the company's future growth — and Apple needs to be saved from the disaster of its car project."
Related:
2) America's IT Strongholds 2018 | Statista.com:
"Computing workforce" includes developers, software engineers, systems managers and teachers.
See also:
Miami’s growing tech scene tries to level up | Curbed.com: "... Last year, area startups received $1.3 billion in venture capital funding, placing Miami eighth on the list of U.S. cities in terms of VC activity."
3) Investing
The Week: NASDAQ Composite -0.66% |
S&P 500 Index -0.54% |
DJIA -0.47%
"Going forward, we expect US large cap tech to outperform & #FixedIncome to be under more duress."--DataTrekResearch.com 16 May 2018
Wall Street's Charging Bull
Investing Notes:
a. US: Don’t Poke The (Volatility) Bear | DatatrekResearch.com:
"... we see outsized moves in the S&P particularly to the downside as an opportunity to buy the market at more attractive entry points if your investment mandate allows for it."
b. Europe:
c. Emerging Markets: Who’s Most Afraid of a Latin American Debt Crisis (Apart from Latin America)? | WolfStreet.com.
d. Global Growth? "Forget the noise, the outlook is better than you think, but mind complexity.
'Fools ignore complexity. Pragmatists suffer it. Geniuses remove it.'"--
Blain's Morning Porridge May 17, 2018.
4) ICYMI Tech News:
a. NVIDIA (NASDAQ: NVDA) Q1 FY2019 Results - Earnings Call Transcript | SeekingAlpha.com: NVIDIA CEO Jen-Hsun Huang:
"Okay. We had another great quarter, record revenue, record margins, record earnings, growth across every platform. Datacenter achieved another record with strong demand for Volta and AI inference. Gaming was strong. We are delighted to see prices normalizing and we can better serve pent-up gamer demand. At the heart of our opportunity is the incredible growth of computing demand of AI just as traditional computing has slowed. The GPU computing approach that we've pioneered is ideal for filling this vacuum. And our invention of the Tensor Core GPU has further enhanced our strong position to power the AI era. I look forward to giving you another update next quarter. Thank you."
b. Why women are more likely to get funded on Kickstarter | moneyish.com
h. Amazon Stops Buying Prized Shopping Ads on Google | Bloomberg.com:
"Abrupt drop in activity hints at Amazon’s own ad ambitions ... Two tech giants are increasingly competing on multiple fronts ..."
i. Amazon AWS: Amazon is moving into blockchain with a new partnership | CNBC.com: AWS partnering with start-up
Kaleido--
"Introducing Kaleido to AWS customers is going to help customers move faster and not worry about managing blockchain themselves"--Amazon Web Services (AWS).
Register now for the
seventh annual AWS re:Invent conference Nov 26-30, 2018, Las Vegas--
"deeper technical content, more hands-on learning opportunities, keynote announcements, expanded Expo hours, exciting after-hours events, and the best party in technology."
-- John Poole, Editor, Domain Mondo
feedback & comments via twitter @DomainMondo
DISCLAIMER
