Is Intel losing its market relevance
by Zain Jaffer Author’s note: I hold some of the stocks mentioned here, mostly in mutual funds. My previous background is in mobile advertising, where my previous startup was acquired by Blackstone in 2019. See https://www.blackstone.com/news/press/blackstone-closes-acquisition-of-vungle-a-leading-mobile-performance-marketing-platform/ Anyone who has worked in the Information Technology (IT) sector since the 80s has of course heard of Intel […]
The coming AI shock
by Zain Jaffer Unless you have been hiding under a rock, most likely you have heard of or even played around with the new Artificial Intelligence (AI) applications like Chat GPT, Microsoft Copilot, Google Gemini, and other AI applications that have sprouted up. News reports, talk shows, opinion makers now talk about Large Language Models […]
Relying too much on the tech economy
by Zain Jaffer Recent headlines in late August and early September 2023 were about the price of Nvidia stock, the woes of Apple related to China and US market relative to its iPhone 15 launch, and the much awaited Initial Public Offering (IPO) of ARM, the chip design firm that does much of the chip […]
AI and BPO reshoring
Numerous social media posts, news articles and reports, are showcasing Artificial Intelligence (AI) capabilities. AI chat conversations, quick summaries, even synthetic speaking voices, images and video. This of course generated a lot of discussions online about how AI would replace humans in many job functions such as call contact centers and the like. Screenwriters in […]