Hedgefund
- CHTR - good company to buy 18% YoY revenue growth over the next 3 years
friend jay buys on the dip in the stock market
Machine Learning companies
- Quids engineering team
majority efforts focused on DevOps
- been losing engineers a lot lately
main reason is because they feel not enough investment in core technology
- Core engineering tasks
zero downtime deployment
- Monitor service to expose API calls
- elastic search
- daily caching of data from LexisNexis into S3 in case elastic search goes down
- uses IBM named entity extraction for news article
Data not even that good
- users trying to do search for articles related to company names
wants to look into knowledge graph to help auto complete. Talked with DiffBot
- Not sure why not use in house entity database
- User profile: digital marketers trying to do competitive analysis
search and curate articles about company into clusters
- He thinks they should focus on a venture arm that invest in companies instead
- CEO is strong business person and CTO ex very technical guy
prefers the external solution procurement approach instead of building critical solutions in house
- technical person does the 3rd party solution procurement
- they even talked with DiffBot
- Targets for this year: wants to focus on building out targeted interfaces for specific personas like marketers
- revenue
50% consulting
- 50% SAAS service
- 30 million USD last year
- feela could do so much more with the data than just clobbering on third party solutions targeted at existing use cases
- marketing team not that good
- sales team doing acquisition via enterprise sales approach
- just rolled out solution similar to what Vincent company is doing
On Sales
- Being able to define the business case really fast to help frame the cost of the problem for the prospect
- sell a solution to the prospect for a lesser amount than the cost they are currently incurring.