A Software Insider's Point of ViewNews Analysis

Massive Dilemma In Taking Action As famously put by Peter Parker in Spiderman, "With great power comes great responsibility.". The digital giants are walking a thin-gauged tight rope.

Goodbye FAANG, Hello MATANA. The FAANG stocks (i.e. Facebook, Apple, Amazon, Netflix, and Google) have had a great run as the large cap digital giant leaders. However, with Facebook and Netflix facing massive declines in year over year subscriber growth, their valuations have taken a hit along with the macro conditions of rising interest rates and global instability.

Microsoft's Biggest Acquisition Is All About Moving To Metaverse On January 18th, 2022, MIcrosoft announced its intent to acquire Activision Blizzard for $68.7 billion in an all cash offer. As the metaverse economy heats up, this move gives MIcrosoft several advantages including:

Apple Launches New Business Essentials Service On Wednesday, November 10th, Apple introduced a new business service for companies up to 500 employees. Apple Business Essentials enables organizations to easily add users, onboard users, back up information, secure devices, receive 24/7 support, repair devices onsite, and manage the device lifecycle for deployment.

Five Major Global ERP Vendors Join Shopify App Store Program On October 14th, 2021, Shopify announced a broad-based partnership with five leading ERP vendors to improve the data and workflow integration of Shopify Plus' commerce platform to key back office capabilities such as financials, order management, inventory, and supply chain.

CQ IS First To NLP On Quantum Via The lambeq Toolkit On October 13th, Cambridge Quantum released lambeq, an open-source toolkit and library for Natural Language Processing on Quantum (QNLP), named after Joachim Lambek, the late pioneering McGill University professor in mathematics and theoretical computer science.

From Crypto Friendly To Crypto Non Grata The policy makers in the CCP now consider cryptocurrencies as a considerable threat to CCP China's quest to become both a global reserve currency and an opportunity to dethrone the dollar. Just a few years back, the CCP government may have thought that crytpos would help unseed the dollar, but something has changed...

Key Features Extend Last Inch Network On Friday May 7th, 2021, Amazon announced a series of updates to Amazon Sidewalk. Sidewalk delivers last mile connectivity via a network bridge protocol on Amazon's smart home devices. The Sidewalk Bridge devices such as Echo products and Ring Floodlight Cams use a 900 MHz band and Bluetooth Low Energy (BLE), to extend WiFi networks

Crypto FOMO Drives Capital Flows Out Of Big Tech (For Now) Retail investors have taken money out of the equity market and rotated into crypto to catch the wave. With all crypto's now worth more than $2 Trillion in market cap and Bitcoin standing out at $1 trillion, this poses a risk to the US dollar dominance as the reserve currency.

Coinbase Debut Legitimizes Cryptocurrency Trading Coinbase is the NASDAQ of Cryptocurrencies. They generate 96% of revenue from transaction fees and earned more in Q1 than all of 2020. The digital giant debuted as a profitable company on April 14th, 2021. At the time of direct listing, Coinbase shares opened at $381 and almost broke $429.54 throughout a volatile trading day.

Digital Giant Seeks $4.55 Billion Raise (3/10/2021) Harvard Business School drop-out Bom Suk Kim is set for one of the biggest tech IPO's for the year. Founded in 2010, Coupang started out as a Groupon copy-cat, focusing on daily deals and has emerged into an eCommerce digital giant.