2) It's amazing to see how quickly @DominoDataLab has grown over the past three years. We remember when they were *launching* a data science framework because DS was still so immature that team-based practices were still in infancy: amalgaminsights.com/2018/06/18/dom…
3) One of the things we like most about this funding round is that Great Hill is its experience in both investing and scaling in data-driven software companies. It's smart money with experience growing into billion dollar valuations.
4) Great Hill's experience is reflected in its team focused on Domino Data, including both founder Chris Gaffney and Partner Derek Schoettle: greathillpartners.com/companies/domi…
5) The enhanced NVIDIA partnership in this release brings hardware & software platforms together to provide an "ML in a box" kit for growing ML/DS teams. I'm looking forward to seeking how this is deployed to make model management easier
6) On a personnel level, it's also great to see former Tableau finance executive Tom Gleason picked as CFO here. As an FP&A industry analyst, I love seeing people move up the planning ranks to become the strategic executive for a pre-IPO/acquisition firm
7) Overall, I'm very interested to see how @DominoDataLab ends up lowering the barrier to entry for mature data science. Model management is one of the top 3 challenges Amalgam Insights is currently focused on for data & analytics.
*Coatue*. Hope Philippe and Thomas don't see this tweet. ;)
Although Nuance is best known for its Dragon software, the initial value here comes from the healthcare relationship that has blossomed since 2019 news.microsoft.com/2019/10/17/nua…
Over time, Microsoft will gain additional value in integrating Nuance with Teams, Dynamics, Linkedin, and Power BI to create a variety of speech-based inputs & interfaces.
Apple fails to market the iPhone 12 Pro to the average consumer
My take: One of Apple's traditional strengths has been translating technical capabilities into household tasks. That seems to be receding with time. (Add'l analysis below) cnbc.com/2020/10/14/app… by @jbursz 1/7
The odd part is that the technical capabilities of the iPhone 12 do translate to a more personal phone: take the outdoors home with you, augment your world, get a smarter phone. 5 nm chips are much smarter than any other iPhone ever. 2/7
But Apple fell for the hype of its partners with 5G and 5nm rather than the personal, high-end, affordable luxury game changer branding that has made Apple a juggernaut. 3/7
I like this approach because, frankly, Oracle has to differentiate its Cloud offerings to stand out when Amazon, Microsoft, & Google obviously also have strong offerings. Moving past commodity storage & compute to also have a differentiated real-time cloud is smart.
And I think there's a new generation of streaming applications that are going to come out of the #COVID19 quarantine as we become more used to video & audio content. For instance, just imagine Twitch-like payments on Zoom & other meeting solutions which will require faster cloud
2) this acquisition shows @datarobot's perspective that data prep is more of a feature than a market. Just as every enterprise app platform needs BI, every standalone AI platform will require prep.
3) Paxata's product roadmap was already heavily AI focused, both in providing AI-enabled prep and in aligning data prep to AI model selection. This acquisition will accelerate Paxata's progress.
The Amazon Braket announcement is an interesting one for #quantumcomputing on multiple levels.
First, Amazon is not providing a hosted service, but is serving more as an aggregator of technology approaches while working on being an application developer layer. #reInvent
This approach of supporting @dwavesys@IonQ_Inc & @rigetti are three different approaches: quantum annealing, trapped ion, and full stack on a quantum coprocessor, respectively.
Abstracting all of these approaches on Jupyter seems like a bit of a "figure it out yourself" approach rather than actively pushing the #quantumcomputing era forward.