Monday, May 14, 2012

V.Me and PayPass Value, According to Visa and MasterCard

You can debate the different approaches now being taken by MasterCard and Visa in the mobile wallet area. What is less unclear is how each company sees value being delivered. A key emerging new factor is the role of the tablet, even though the smart phone will continue to be viewed as the primary retail payment device.




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Google, AWS Investments in Anthropic are About Pre-Selling Compute Demand, Mostly

The recent wave of massive investments by Google and Amazon into Anthropic is easy to misread as a simple “bet on a promising AI startup.” ...