Feb 14Meet Generative AIThis presentation builds on the materials we explored so far as part of the What matters in AI series: AI For Business Leaders Utility of AI — Unleashing new value across industries Today we have a super fun session where we show how accessible AI technology is, and use…Leadership2 min readLeadership2 min read
Jan 24Utility of AI. Unleashing new value across industriesThis presentation builds on the materials we explored so far as part of the What matters in AI series: AI For Business Leaders Today we explore how different industries are embracing the utility of AI to create and deliver new value for their customers and organisation Discuss the state…AI2 min readAI2 min read
Jan 21State of AI for Business LeadersThis presentation is our first stop in our What matters in AI series. Today we start our journey into the business world of artificial intelligence. Explore at a high-level ongoing business experiments in creating new value: Review AI as a priority for value generation Explore ongoing experimentation Touch on…AI2 min readAI2 min read
Jul 9, 2022Twitter deal: The impact of # bots/spam user accounts on a successful investment thesisFollowing the Twitter-Elon Musk acquisition saga, you surely identify Elon Musk’s continual push to get clarity around the number of bot/spam accounts within the Twitter monthly active user base. Follow this analysis to understand why this number is critical to this deal!. SPOILER ALERT: It is a “How fast can…Twitter5 min readTwitter5 min read
Jul 6, 2022The systemic risk underlying the Crypto MeltdownWith over a trillion in value being wiped out, there is a bloodbath in the crypto market with a lot of money “DISAPPEARING” or just “VANISHING”. This market has upwards of 300 million users globally, and over 18,000 businesses accepting crypto as payment.Crypto7 min readCrypto7 min read
May 6, 2022Now that Elon Musk bought Twitter what changes can we expect in Twitter?This report is purely speculation on my side. Expected events are not set in stone and are completely reflective of my opinions as a result of my experiences in M&A, company transformations and research done around this. Step 1: Take it privateTwitter6 min readTwitter6 min read
May 3, 2022How Elon Musk built an offer that Twitter cannot refuse!To answer this, you need to understand how each move by Elon Musk was highly intentional, well planned and timed. Focus on the timings of events etc. You will see its brilliance: from the moment he started buying stock… to the moment the world realised he owned 9.2%… to the…Twitter8 min readTwitter8 min read
Apr 23, 2022Why is Elon Musk threatening to sell 10% of the Twitter stock a big deal?Of course, this is all speculative and “reading the tea leaves” approach. This is how I rationalise the moves based on my understanding to date: If we use finance.google.com to look at the average price of the Twitter stock for the past ten years, we find it varies between the…Twitter4 min readTwitter4 min read
Apr 18, 2022Exploring both sides of the Elon-Twitter takeover bidThe saga of Elon vs.. the Twitter board is the most captivating business technology news item of this period. It has everything: Compelling global story. Strong characters. Drama. History. Chess-like moves with key players showing they are at least 5 steps ahead of everyone. An extremely public hostile takeover. In…Elon Musk19 min readElon Musk19 min read
Apr 7, 2022Are social media and the data control phenomenon a seeming boomerang effect?No, a boomerang effect is when something changes to return to its original state. E.g. there is a concept that the Great Resignation will be followed by the Great Return, where people left their original role, only to return to it in the future. However, the age of social media…Business3 min readBusiness3 min read