Wednesday, December 10, 2014

Embedding Excellence

About 10 years ago, and around the same time, we had to shutdown our telematics start-up because of lack of operating capital. Even though the company was trying to establish a footing in the network of embedded devices market ( pervasive computing, as it was called back then ), it lacked the desired infrastructure and the required capital to allow for experimentation. Anyhow, this post is not about a failed start-up.
This post is about the incoming tsunami called Internet-of-Things. The idea of interconnected devices  , in everything, capturing and relaying information for analysis to AI-backend, in the cloud, has just started to churn the investment and tech-world. Google's acquisition of Nest, and Verizon's acquisition of  Hughes Telematics will vouch for the effects of this expected mayhem, and this is only the tip of what follows next. I call this mayhem, because this will brings giants from technology, telecom, automotive, industrial/home automation, services and few others at loggerheads with each other.  I believe, IOT will not only enable ubiquitous computing, but also will establish a platform for future innovations.
There is a pattern in financial technical analysis, called as Elliot Waves. I don't know why it occurs, some say it occurs based on human psychology, but that's left to debate. The key is that it occurs.


The 3rd wave is supposed to be the longest lasting and most rewarding. If we look at the charts of major indices from around the world starting 1970-1980, we'd notice this pattern shaping up in most of them. The Wave2 for this pattern seem to correspond to the dent put in by the 2009 fallout. 

Imagine IOT riding the elliot 3rd wave, connecting the world in a manner it's was always supposed to be connected, and thus paving way for a greater collaborative effort to achieve better resource utilization for solving some of the critical issues that planet may face in future.

Tuesday, November 25, 2014

Flixomatic

There is a story written recently, with the net and about flix. The story was written at the time when the network space was still ruled by telephone people from 1905, and television people from 1940(the troubled times). As with any other story, this one too had it's share of criticism and skepticism, well to a point where it was almost at the verge of being wiped-out from the slate.
There are three reasons I am writing this post:
1) I have been an audience of Netflix story for quite some time now( perhaps, one of the initial few ).
2) I shorted NFLX back in March, and got a 400% return on investment by May. So I feel obliged towards those on whose behalf I made a positive trade.
3) CBS and HBO are launching their own Net story online, with an expectation to cash on the decreasing popularity of traditional media distribution. I think they are wrong, or at-least CBS is.

A device agnostic-personalized interface is the key ingredient of this story. Switching web-address or mobile app to watch different content doesn't suit well for overall user experience. And when you will multiply a convenient user-experience with a very large number, you will realize the impact of this user-story.

What is there to imagine here, you'd ask.
A 1000$ NFLX in two years perhaps, I'd say.

Monday, May 26, 2014

Spiral of Hope

There is a pattern of space, and of time and of dimensions unknown, called the Golden Spiral. This construct, which has been identified by human intelligence since the Pythagorean days, is so obvious in nature that it seems like an intervention from the beyond.

Every process around us, including human behavior, can be modeled as a Fourier sum of this pattern. As a proof of the previous statement I am presenting a model of Average Global Temperature, below. The line in red is the avg global temperature as recorded for past 140 years, and the line in green is the model generated using a Fourier sum of Golden Spirals.
The next obvious question is how will this model look in next 50-60 years. 

In essence, a Golden Spiral has the property of crushing certain processes down to being insignificant, and thus amplifying the opposition to become largely influential. 

What is there to imagine, you'd ask!! Imagine a scenario, where the present looks bleak, and the problems insurmountably strong. What is important in such a bleak scenario is to not lose hope. A little(no matter how little) hope, if kept alive will in future amplify itself to bring in the desirable result( and sometimes even exceeding expectations ).