Technology & Telecommunications
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Australian Launch for Flying Uber
Lachlan Mackay
June 19, 2019
Although unprofitable Uber has been the centre of divergent opinions since going public, it is hard to fault the company’s ambition. Uber’s goal of becoming the on-demand transportation network of the future continued to take shape at their Elevate Summit in Washington, D.C. last week. The company extended plans for Uber Air, their proposed flying taxi network. continue…
by Lachlan Mackay Posted in Companies, Technology & Telecommunications
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Staying a Step Ahead of Artificial Intelligence
Amit Nath
June 13, 2019
By now we have all heard the term “Artificial Intelligence” (AI) which can be thought of as the simulation of human intelligence by computer systems. To get a sense for this let’s consider “natural intelligence” or the way people learn. continue…
by Amit Nath Posted in Companies, Stocks We Like, Technology & Telecommunications
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How soon will your mail be delivered in self driving trucks?
Roger Montgomery
June 3, 2019
History has a long track record of demonstrating that when it comes to new technology it’s often, and perhaps even usually, the consumer that wins at the expense of investors. continue…
by Roger Montgomery Posted in Technology & Telecommunications
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When Machines Rule the World
Amit Nath
May 23, 2019
As the human race advances through an ever-increasing word of automation and technological breakthroughs, many have grown concerned about what lies over the horizon. Specifically, industries that have historically been labor intensive, insulated from automation and globalization, are increasingly in the cross hairs. continue…
by Amit Nath Posted in Technology & Telecommunications
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Boeing Failures Illuminate Greater Software Challenge
Lachlan Mackay
April 29, 2019
“If x: do y; else: do z.” The beauty of software is in its ability to eliminate human error; a computer can be trusted to execute code accurately every single time, all at incredible speeds while occupying minimal space. But what happens when the code is so complex that the humans writing it cannot identify a bug? As confirmed in the recent tragedies involving Boeing 737-MAX aeroplanes, the computer will still perform exactly as directed. continue…
by Lachlan Mackay Posted in Companies, Technology & Telecommunications
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Electric vehicles in the fast lane
Christopher Demasi
March 21, 2019
Electric vehicle sales are finally accelerating, and our global funds are well positioned to take a ride in the fast lane. According to Visual Capitalist it took five years to sell the first million electric vehicles (EVs), and in 2018 it took just six months. continue…
by Christopher Demasi Posted in Editor's Pick, Technology & Telecommunications
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Are the M2 Telecommunications team getting the band back together?
David Buckland
March 14, 2019
I believe Vaughan Bowen is one of Australia’s great telecommunications entrepreneurs. Vaughan was the founder of M2 Telecommunications, which proved exceptionally rewarding for its long-term shareholders. After floating on the ASX in October 2004 for $0.25, it proceeded to rally to $11.00 – whilst paying out an aggregate $1.23 in dividends – over the ensuing ten-and-a-half year period. continue…
by David Buckland Posted in Technology & Telecommunications
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The age of autonomous vehicles is closer than you think
Roger Montgomery
March 13, 2019
In a recent report by BIS Research*, the autonomous vehicle market was estimated at 6.6 million units in 2017 and is anticipated to reach 67.5 million units by 2028. This new technology will have a disruptive impact on jobs, not to mention firms linked to the auto industry, like Sydney Airport (think car parking revenues), Cabcharge, Transurban, Automotive Holdings, AP Eagers and Carsales, Bapcor, Super Retail Group and many others. continue…
by Roger Montgomery Posted in Technology & Telecommunications
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Smart phone sales show the growing strength of Chinese consumers
Joseph Kim
January 14, 2019
The latest global data on smart phone shipments reflect the massive spending power of Chinese consumers. They also point to the growing appeal of a number of Chinese tech companies. continue…
by Joseph Kim Posted in Technology & Telecommunications
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Content or capex? A tale of two telcos
Daniel Wu
November 14, 2018
AT&T and Verizon, the two largest wireless carriers in the US, offer an interesting and ongoing case study of corporate strategy in the face of structural disruption. Both companies face stagnation in their legacy wireless businesses, yet they have taken fundamentally divergent paths in their pursuit of new sources of growth. continue…
by Daniel Wu Posted in Technology & Telecommunications
