[Ipg-smz] Story I'm working on
Dana Blankenhorn
danablankenhorn at gmail.com
Wed Oct 31 11:48:48 UTC 2018
Agreed on all of this. I have been predicting a "marriage" between Silicon
Valley and Detroit for years, but Detroit is super-reluctant. I think it's
going to have to be forced, by Apple or Google buying a car production
company. Ford is down to $31 billion. For Apple, at $1.06T, it would be
like buying a croissant with the morning coffee.
I'd love to find a pure play robotics company, but Boston Dynamics has been
a bust for all its owners, a toy for cloud czars to show off, but not a
source of profit, and iRobot (IRBT) is fading fast, because it's now seen
as a maker of vacuum cleaners.
On Wed, Oct 31, 2018 at 7:44 AM Sharon Fisher <slfisher at gmail.com> wrote:
> I don't see Facebook.
>
> There's a zillion tiny ai startups.
>
>
> On Wed, Oct 31, 2018, 5:42 AM James Gaskin <james at gaskin.com> wrote:
>
>> I would throw a couple of robotics companies into the mix because that's
>> where AI touches the world. Carnegie-Melon spinoffs might be a good article
>> all by themselves.
>>
>> Thanks,
>> James
>>
>>
>> James E. Gaskin
>> http://www.gaskin.com
>> Writer / Consultant / Speaker
>> Member <http://netpress.org/member/james-e-gaskin/>Internet Press Guild
>> Portfolio <https://jamesgaskin.contently.com/>
>> <http://www.amazon.com/dp/B00G6LJXZA>
>>
>>
>> On Wed, Oct 31, 2018 at 5:54 AM Dana Blankenhorn <
>> danablankenhorn at gmail.com> wrote:
>>
>>> Thanks. Any other ideas from the group? I'm going to come up with a list
>>> of companies to focus on late this week.
>>>
>>> On Tue, Oct 30, 2018 at 11:29 PM Joe Stanganelli <rodeojoe at hotmail.com>
>>> wrote:
>>>
>>>> To me an obvious candidate, and well over $50b market cap, but do you
>>>> have Salesforce (CRM) on your list?
>>>>
>>>> For that matter, I'd look at the martech area in general -- a lot of AI
>>>> companies there. Too many to name off the top of my head.
>>>>
>>>> Ditto for Uber, auto manufacturers, and any other company doing
>>>> self-driving car work. Those working in AI outside of the self-driving-car
>>>> sector blame that sector for taking all the AI talent.
>>>>
>>>> Likewise for non-obvious sectors with a lot of tech goings-on, like
>>>> PharmTech and AgTech. Resson comes to mind -- but they're a private
>>>> company. Also check out Blue River Technology, which was bought by John
>>>> Deere last year I think. And I'm sure Bayer/Monsanto has some AI goings on
>>>> in the AgTech arena.
>>>>
>>>> I'm sure I could come up with many more specific companies if I had to.
>>>>
>>>> ________________________________________
>>>> From: Ipg-smz <ipg-smz-bounces at netpress.org> on behalf of Dana
>>>> Blankenhorn <danablankenhorn at gmail.com>
>>>> Sent: Tuesday, October 30, 2018 8:19 PM
>>>> To: ipg-smz
>>>> Subject: [Ipg-smz] Story I'm working on
>>>>
>>>> I've been tasked with doing a massive story on AI companies for
>>>> InvestorPlace.
>>>>
>>>> I know the obvious candidates, including IBM, MSFT, GOOGL, AMZN, ADBE.
>>>> AAPL I figure the hardware guys like NVIDIA and AMD.
>>>>
>>>> But who might be among the non-obvious candidates, with market caps
>>>> under $50 billion, or even $10 billion, that I should look into?
>>>> --
>>>> Dana Blankenhorn
>>>> http://www.danablankenhorn.com
>>>> http://investorplace.com/author/danablankenhorn/#.WJzBOzsrLIV
>>>> </danablankenhorn at gmail.com></ipg-smz-bounces at netpress.org>
>>>> --
>>>> Ipg-smz mailing list
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>>>>
>>> --
>>> Dana Blankenhorn
>>> http://www.danablankenhorn.com
>>> http://investorplace.com/author/danablankenhorn/#.WJzBOzsrLIV
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--
Dana Blankenhorn
http://www.danablankenhorn.com
http://investorplace.com/author/danablankenhorn/#.WJzBOzsrLIV
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