Sunday, July 10, 2011

"Payments" Ecosystem is Complicated, and Getting More So

The thing about the "mobile payments" ecosystem is that it represents a "convergence" of formerly-separate industries and businesses. Mobile payments, mobile wallet, mobile location services, promotion, advertising, marketing, commerce and money transfers now are becoming parts of one larger business. Read more.

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Lots of Reasons to Worry about AI Infra, But Customer Concentration Cannot be Helped

There are lots of reasons for investors to worry about the artificial intelligence infrastructure business. After all, firms generally are c...