Tag Archives: computing

Things I Learned this Week

Among the things I learned this week:
* The data collection and storage implementations that Mercedes uses for its F1 cars. (Courtesy: Nathan Matisse/Ars Technica).

* Chengdu is the center of Chinese hip hop. (Courtesy: Amy Qin/NYT)

* Colin Powell was against the tear-down-this-wall line in Reagan’s 1987 Berlin speech. (Courtesy: Wikipedia)

Things I Learned this Week

Among the things I learned this week:
* The history of the sports bra. (Courtesy: 99% Invisible)

* Spotify uses NLP with data from monitoring the Web to help with song recommendations. (Courtesy: Sophia Ciocca/HackerNoon)

* Students who don’t bring their phone to class, earn a letter-grade better than those who do. (Courtesy: Nicholas Carr/WSJ)

Capitalist Times: Take Your Head Out of the Cloud

The most recent issue of Capitalist Times Premium has my latest article, Take Your Head Out of the Cloud. The piece reviews the evolution of the cloud environment and identifies a corresponding stock investment opportunity due to a market overcorrection.

On the one hand, there’s the public cloud, where a company’s data is stored and computing run by a third-party company at another site. On the other hand, there’s the private cloud, which is the new name for a company buying, running, and using its own data centers with its own staff.

Don’t drink the Kool-Aid: Companies still do this, and they do it a lot. Analysts at JPMorgan & Chase (NYSE: JPM) estimate that only 5 percent of current data center spending is for the public cloud.

In the past, several cloud providers have tried to win the massive private cloud market by shoving their capabilities into other people’s data centers. This hasn’t worked too well, with Azure and Oracle’s Corp’s (NYSE: ORCL) now quietly hushed-away efforts being the most visible ones.

I also wrote an October update article for CTP‘s model portfolio that focused on recent tech M&A activity.