Author: Zech
sorn340/iStock via Getty Images Investment Thesis Samsara Inc. (NYSE:IOT) is the most expensive stock in my Deep Value Returns portfolio. I am very cautious with valuations, but I believe Samsara is an exception and worth every penny of the asking price. I know you expected me to say this, or that this is unfair, or something like that, and all of this is true. Meanwhile, the market has seen a backlash against many SaaS stocks due to their valuations. And this makes sense. On the surface, IoT isn’t cheap at 15x this year’s sales. But this metric almost completely ignores…
MORAGA, Calif., July 24, 2024 — Atombeam, a provider of innovative technology that redefines how data is used, moved, stored and secured, has announced the technology behind its ability to change how data is transmitted and used. Atombeam’s Data-as-Codewords technology brings new, more efficient and secure data approaches that address the explosion of information associated with transformative computing trends such as edge computing, generative AI and the dramatic growth of the Internet of Things (IoT). Neurpac is Atombeam’s first Data-as-Codewords product. Neurpac reduces the size of transferred data by an average of 75%, enabling businesses to achieve an average of…
Vice President Kamala Harris is all but certain to become the Democratic presidential candidate. She was suddenly catapulted to front-runner status for the Democratic presidential nomination after President Joe Biden ended his reelection campaign and endorsed her for the position, and now key power brokers in the party have publicly backed her. If elected, Harris would be a president with roots in California’s Bay Area — the heart of the tech industry. Despite her ties to this region, Harris is largely a cipher when it comes to tech policy. As vice president, she is inherently connected to every policy of the Biden administration,…
IoT in the Healthcare Market The healthcare industry is in the midst of a digital revolution with the Internet of Things (IoT) at its core. The IoT in healthcare market is experiencing explosive growth, with revenues expected to reach a staggering USD 181.4 billion in 2022. This momentum is expected to propel the market to a staggering USD 952.3 billion by 2032, at a compound annual growth rate (CAGR) of 18.0%. This phenomenal growth is driven by the increasing global interest in self-health management, exemplified by the widespread adoption of wearable medical devices for continuous health monitoring. Notably, Eversense and…
DUBLIN–(BUSINESS WIRE)–The “Metaverse in Healthcare – A Global Strategic Business Report” report has been added to ResearchAndMarkets.com’s offering. The global metaverse in healthcare market is estimated to reach USD 10.2 billion in 2023 and is projected to reach USD 159.1 billion by 2030, growing at a CAGR of 48.0% from 2023 to 2030. This comprehensive report provides a detailed analysis of market trends, drivers, and forecasts to help you make informed business decisions. The potential of the metaverse in healthcare extends to patient engagement and personalized care, improving patient satisfaction and outcomes by offering customized therapy sessions and wellness programs…
Aiming to gain a competitive advantage by leveraging its generative artificial intelligence (GenAI) capabilities more deeply in the Internet of Things (IoT) space, Soracom has announced two services, Flux and Query Intelligence, designed to accelerate the deployment of larger, more complex IoT projects by incorporating GenAI capabilities more deeply into the IoT connectivity stack. The global provider of advanced IoT connectivity describes Soracom Flux as a low-code application builder that enables non-technical users to build AI-integrated IoT applications in real time by defining data flows between sensors, cameras, actuators, GenAI engines and the cloud. It is designed to automate operations…
Looking for the best VR headsets coming in 2024? We’ve rounded up all the hottest options, including Valve’s Deckard, Quest 3 Lite, and more. The launch of the Meta Quest 3 made VR more affordable and accessible than ever before, and Apple’s entry into the VR industry with the Vision Pro reinvigorated the industry and market for high-end headsets. This newfound interest has other hardware manufacturers eager to get in on the action, with many big names like Google, Samsung and Valve said to have headsets in the works, and smaller companies with some very interesting projects in the works.Article…
Boeing has been awarded a $16.8 million contract by the U.S. Air Force for software and data enhancements for the KC-46A tanker aircraft, which is expected to improve the aircraft’s mission readiness and performance in a variety of scenarios. The KC-46A was originally built by Boeing as a modified version of its 767 passenger jet. The Air Force, which replaced its aging Boeing KC-135 Stratotankers in 2019, plans to have 197 KC-46As in service by 2027. The new software upgrade will tune on-board performance tools and streamline aircraft loading, takeoff and landing data management, helping tankers get ready to launch…
As I waited in line to enjoy “Space Explorers: The Infinite” at the Kravis Center, I felt like a kid waiting in line for a ride at Magic Kingdom or Universal Studios. Felix & Paul Studios’ Space Explorers: The Infinite is an immersive, 360-degree, multi-dimensional recreation of the International Space Station (ISS). It’s billed as the world’s largest virtual reality experience, and there’s no reason to doubt the hype. I’ve experienced a few VR experiences, but nothing has captured the depth of visual information or the duration of the nearly hour-long journey to Earth orbit. The Infinite premiered on Kravis…
Soracom Flux and Query Intelligence accelerate IoT projects with GenAI application integration and natural language network analytics. SORACOM Inc., a global provider of advanced Internet of Things (IoT) connectivity, today announced two new services designed to accelerate the deployment of larger, more complex IoT projects by incorporating Generative AI (GenAI) capabilities more deeply into the IoT connectivity stack. Soracom Flux is a low-code application builder that enables non-technical users to build AI-integrated IoT applications in real time by defining data flows between sensors, cameras, actuators, the GenAI engine, and the cloud. Soracom Query Intelligence simplifies the management of large-scale IoT…