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.…
Can Technology Make Us Better Off While Also Taking Our Jobs?
Earlier this week Axios published the results from a recent Axios-SurveyMonkey poll. The results reveal an interesting dichotomy. There appears to be wide consensus that technology is making us better…
A Simple Model of Smart Speaker Adoption and Sales
The market for smart speakers, also commonly referred to as voice-enabled smart speakers and virtual personal assistant (VPA)-enabled wireless speakers, is still a very nascent market. Yes, the market has…
A Global Cold War and the Fear Mongering AI
Earlier this week Eurasia Group published their Top Risks for 2018 which includes the risk of a global tech cold war. They write that, “achieving dominance in emerging technologies is…
Social Implications of AI: The Case of Ubers and Ambulances
Artificial intelligence (AI) will reduce use of centralized services and give further rise to decentralized, distributed services. The social implications of this are just beginning to materialize. Consider the case…
Trends From Black Friday, CyberMonday and the Reshaping of Retail
The dust has settled. The results tallied. Black Friday, CyberMonday, and the entire weekend these two days bookend proved to be a strong thrust for holiday shopping. Here are 5…