AI: Feature versus Architecture

Lately I’ve been thinking a lot about where AI fits into corporate strategy and structure. Marc Andreessen recently suggested …there’s two obvious business models… one is to be a horizontal platform provider [or] infrastructure provider, analogous to the operating system or the database for the cloud. The other opportunity is in the verticals, the applications…

U.S. Department of Commerce Imposes Export Limitations on AI Software Designed to Automate the Analysis of Geospatial Imagery

The Bureau of Industry and Security (BIS) issued an interim final rule that imposes a license requirement for the export and reexport of software specially designed to automate the analysis of geospatial imagery. The rule applies to exports and reexports to all countries beyond Canada. The rule is scheduled to be published on Monday January…

Thursday’s Links

In 2020 we will see more disinformation. Deceptively edited videos and photos (“dumbfakes”). Synthetic media (“deepfakes”) will follow in the years to come. A deceptively edited video of Joe Biden signals what’s coming. Mind control for the masses – no implant needed Statement by T.S. Eliot on the opening of the Emily Hale letters at…

U.S. Demographic Shifts

Earlier this week the Census Bureau released national and state population estimates. Some key take-aways: U.S. population continues to slow. U.S. Population increased 0.48% between July 1, 2018 and July 1, 2019. This is the slowest growth rates since 1918. Nature increase (births minus deaths) continue to slow. S. births fell 0.9 percent in 2019,…

AI and Breast Cancer

Breast cancer is the most common cancer in women worldwide. Early detection and treatment can lower mortality rates. But clinicians still fail to identify breast cancer about 20 percent of the time (false-negative results). Clinicians also identify cancer, when there is no breast cancer present (false-positive results). Studies suggest 7-12 percent of women will receive…

Friday’s Assorted Stats and Links

“87 percent of seniors age 65 and older, and 71 percent of those between 50 and 64, want to age in place” The mall as a retail destination is declining. But the mall as an experience center and assorted brand activation is rising in its place. The internet has taught us we shouldn’t tie retail…

The Increasingly Bifurcating Internet

The internet is bifurcating. And it is becoming clear there will be massive ramifications for how global citizens see the world and how companies operate within it. The last decade was about bringing billions of individuals online. By the end of 2005 there were just over one billion internet users. By 2010, the number had…

Drinking Your Own Wine

Last week I spent time with several teams at Paylocity – a cloud-based provider of payroll and human capital management (HCM) – at their HQ just outside of Chicago. But Paylocity isn’t just a producer, they are also a consumer. Paylocity uses their software platform for their own HCM. In fact, Paylocity is also their…

The State of Best Buy 4Q FY18

Yesterday Best Buy reported 4Q FY18 results well above Street estimates. Comparable store sales in the quarter were up 9% (domestic) and 9.9% (international), compared with a 3% Street estimate. US comps were especially strong for entertainment (16.8%) and appliances (20.7%). Entertainment was up 26% year-over-year (likely driven by gaming). Appliance sales were up nearly…