Kensho

Monday 13th April 2015

Kensho To Do To Financial Analysis What Google Did To Search

Founded in May 2013 by Daniel Nadler and Peter Kruskall, Kensho is out to shake-up the financial data industry (now dominated by Bloomberg and Thomson Reuters) by giving the masses the type of complex, quantitative computer power currently used by a few top hedge funds like Bridgewater Associates, D.E. Shaw and Renaissance Technologies.

Kensho’s cloud-based software can find answers to more than 65 million question combinations in an instant by scanning more than 90,000 actions such as drug approvals, economic reports, monetary policy changes, and political events and their impact on nearly every financial asset on the planet.

Questions (asked in plain English) can be typed into a into a simple, Google-style text box. Stuff like:

* Which cement stocks go up the most when a Category 3 hurricane hits Florida? (The biggest winner? Texas Industries.)

* Which Apple supplier’s share price goes up the most when the company releases a new iPad? (OmniVision, which makes the sensors in the iPad camera.)

Until now, answering these types of questions required several analysts and several days. Kensho can do it in a matter of minutes. As Nadler said: “This essentially is giving you a quant army.” – Steven Bertoni

 

Sunday 13th March 2016

MARKETS

Investing in Robotics and AI Companies

Here are some AI (and robotics) related companies to think about.

I’m not saying you should buy them (now) or sell for that matter, but they are definitely worth considering at the right valuations.

Think about becoming an owner of AI and robotics companies while there is still time. I plan to buy some of the most obvious ones (including Google) in the ongoing market downturn (2016-2017).

Top 5 most obvious AI companies

  • Alphabet (Google)
  • Facebook (M, Deep Learning)
  • IBM (Watson, neuromorphic chips)
  • Apple (Siri)
  • MSFT (skype RT lang, emo)
  • Amazon (customer prediction; link to old article)

Yes, I’m US centric. So sue me 🙂

Other

  • SAP (BI)
  • Oracle (BI)
  • Sony
  • Samsung
  • Twitter
  • Baidu
  • Alibaba
  • NEC
  • Nidec
  • Nuance (HHMM, speech)
  • Marketo
  • Opower
  • Nippon Ceramic
  • Pacific Industrial

Private companies (*I think):

  • *Mobvoi
  • *Scaled Inference
  • *Kensho
  • *Expect Labs
  • *Vicarious
  • *Nara Logics
  • *Context Relevant
  • *MetaMind
  • *Rethink Robotics
  • *Sentient Technologies
  • *MobileEye

General AI areas to consider when searching for AI companies

  • Self-driving cars
  • Language processing
  • Search agents
  • Image processing
  • Robotics
  • Machine learning
  • Experts
  • Oil and mineral exploration
  • Pharmaceutical research
  • Materials research
  • Computer chips (neuromorphic, memristors)
  • Energy, power utilities

Mikael Syding

 

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