AZ Tech Roundtable 2.0 Matt Battaglia

 
How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla
AZ TRT S05 EP19 (234) 5-12-2024 
 
What We Learned This Week:
Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world  
 
Notes:
 
Breakdown of Revenue Sources, Market Cap / CEO / Start
 
Google / Alphabet  – ads / search, playstore, hardware, services, YouTube premium content + TV, cloud
Microsoft – gaming, services, software, devices, cloud
Apple – devices, services, apps
Nvidia – AI Chips, Graphic Cards, & components
Tesla – EV Cars
Amazon – E Commerce, cloud, services
Meta / Facebook – ads, devices
 
 
 
Big drops in two of the Magnificent Seven stocks haven't dented the group's influence on the S&P 500. In fact, the trendy stocks dominate now more than ever.
The seven megacap stocks — Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Alphabet (GOOG), Amazon.com (AMZN), Meta (META) and Tesla (TSLA) — account for 29.7% of the S&P 500 as of April 17, says Datatrek Research. That's up from the group's 27.9% weight in the S&P 500 in 2023.
Seeing the group's hold over the world's most popular index grow this year might surprise you. Shares of Tesla are down 37.4%.
"Despite all the buzz around the death of the 'Magnificent 7,' U.S. big tech is actually a more dominant force in American stock markets than at the end of 2023," said Nicholas Colas of Datatrek in a report.
 
Source:4/2024 -  https://www.investors.com/etfs-and-funds/sectors/sp500-magnificent-7-stocks-dominate-even-more-now/
 
 
 
Google
CEO Sundar Pinchai
c 1998 Sergey Brin and Larry Page
Mkt Cap $2.1 Tr
 
Source: https://www.oberlo.com/statistics/how-does-google-make-money
Google / Alphabet  – ads / search 56% of rev at $175 bil in 2023, playstore, hardware, services, YouTube premium content + TV, cloud 11% of rev at $31 bil
 
Google revenue breakdown: top Google revenue sources in 2023
Ads ·         Ads (Google Search & other properties): $175.03 billion (56.9%)
·         YouTube ads: $31.51 billion (10.3%)
·         Google Network ads: $31.31 billion (10.2%)
Google subscriptions, platforms, and devices: $34.69 billion (11.3%) Google Cloud: $33.09 billion (10.8%) Other bets: $1.53 billion (0.5%) Hedging gains: $236 million (0.1%)  
Source: https://www.investopedia.com/articles/investing/020515/business-google.asp
 
KEY TAKEAWAYS Alphabet is a collection of different companies, including the popular search engine Google. The company leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Advertising generates the majority of revenue, but Google Cloud revenues are growing rapidly. The company has three reportable segments: Google Services, Google Cloud, and Other Bets. Google Services is the most profitable while Google Cloud and Other Bets often post operating losses.  
 
 
Microsoft CEO Satya Nadella.
C 1975 Bill Gates / Paul Allen
Mkt Cap 3.1 tr
 
KEY TAKEAWAYS Microsoft sells computing devices, cloud systems and services, software, and other products to consumers and businesses. The company's Intelligent Cloud segment is the largest source of profit, as well as the fastest-growing. Microsoft is focused on delivering AI solutions to customers in a broad swath of industries. Some of its many competitors include Apple, Amazon, Meta, Alphabet, Oracle, and IBM. Microsoft's current CEO is Satya Nadella.  
Source: https://www.investopedia.com/how-microsoft-makes-money-4798809
 
Source: https://techbehemoths.com/blog

History of Gaming Consoles
From Atari to Nintendo to Playstation 
-       AZ TRT S05 EP18 (233) 5-5-2024 
 
What We Learned This Week:
Odyssey by Magnavox, first home gaming system Atari created both Home Pong & then Atari 2600 Nintendo Game Systems - NES, Wii, Switch + Super Mario Bros & Legend of Zelda games Sega Genesis & Sonic game, Sony Playstation, Microsoft Xbox  
Guest: Ben B
 
 
Notes:
 
Main Consoles – Name, Distributer, release Year & some sales #’s
 
1st Gen
Odyssey from Magnavox 1972
Homepong from Atari 1975
Atari 2600 1977
 

 
2nd Gen
Intellivision 1980
Colecovision 1980
Atari 5200
 
*Crash of 1983
 
3rd Gen
Famicon – Nintendo in Japan 1983
NES Nintendo 1985 61 mil
Sega master System 1986
Atari 7800
 
 
4th Gen
Gameboy Nintendo 1989 115 mil
 
Sega Genesis 1989 35 mil
Atari Lynx
Super famicon 1990
Super Nintendo 1991
 
 
5th Gen
Sony Playstation - 1994 100 mil
PS 2 2000 158 mil
 
6th Gen
Nintendo 64 1996
Sega Dreamcast
Microsoft Xbox 2001
 
Gameboy Advance 2001
Ganecube 2001
 
7th Gen
Playstation Portable PSP 2004
Nintendo DS
Nintendo Wii 2006 100 mil +
Xbox 360 2005 80 mil
PS 3 2006 80 mil
 
8th Gen
RDS 2011
PS 4 2013
Xbox 2013
 
9th Gen
Nintendo Switch 2017
Microsoft Xbox X & S 2020
Sony Playstation 5 2020
 
 
 
Failures –
Comodore CDTV 25k
Atari Jaguar 100k
Nintendo Virtual Boy 1995 770k
Sega Saturn 1999 9 mil ?
Wii U 2012 13 mil
 
 
More Info:
https://en.wikipedia.org/wiki/Magnavox_Odyssey
 
https://en.wikipedia.org/wiki/Nintendo_Entertainment_System
 
https://en.wikipedia.org/wiki/Atari_2600
 
 
Sources:
The Game Console 2.0: A Photographic History from Atari to Xbox by Evan Amos
https://www.amazon.com/Game-Console-2-0-Photographic-History/
https://nostarch.com/game-console-20
Revised and updated since the first edition’s celebrated 2018 release, The Game Console 2.0 is an even bigger archival collection of vividly detailed photos of more than 100 video-game consoles. This ultimate archive of gaming history spans five decades and nine distinct generations, chronologically covering everything from market leaders to outright failures, and tracing the gaming industry’s rise, fall, and monumental resurgence.
The book’s 2nd edition features more classic game consoles and computers, a section on retro gaming in the modern era, and dozens of new entries — including super-rare finds, such the Unisonic Champion 2711, and the latest ninth-generation consoles. You’ll find coverage of legendary systems like the Magnavox Odyssey, Atari 2600, NES, and the Commodore 64; systems from the ‘90s and 2000s; modern consoles like the Nintendo Switch, Xbox Series X|S, and PlayStation 5; and consoles you never knew existed.
Get a unique peek at the hardware powering the world’s most iconic video-game systems with The Game Console 2.0 — the perfect gift for geeks of all stripes and every gamer’s must-have coffee-table book.
Author Bio 
Evan Amos is a video game photographer and historian, whose contributions to the public domain comprise the ultimate visual reference for every generation of consoles. His work has appeared in hundreds of articles, YouTube videos, and popular media outlets like Kotaku. He is also the creator and curator of the Vanamo Online Game Museum, home to the most accessible, widely used digital preservation archive in the video game realm.
 
Toys That Built America
https://www.history.com/shows/the-toys-that-built-america
 
How Super Mario Helped Nintendo Conquer the Video Game World
Originally a second banana character in 'Donkey Kong' in 1981, Mario went on to conquer the video game world.
 
https://www.history.com/news/super-mario-history-nintendo-donkey-kong-facts
excerpt:
"Donkey Kong" was a huge su

Tech Stocks - How to Search + Market Sector + Compare Data
AZ TRT S05 EP17 (232) 4-28-2024 
 
What We Learned This Week:
Tech Stocks - Netflix, Microsoft, Google, FB, Tesla, Apple ... Market Sector, Leader vs Laggard, Cousin Theory How to Find Stocks - Search for comparative stocks Financials & Technical Analysis + Benchmarks  
 
Notes:
Market Sector – Rank the sectors, what sectors have the best stocks in the NASDAQ currently
Ex - Tech, Energy (oil), Consumer, Real Estate, Financials (banks) 
Sectors have subsectors – Tech has information technology
 

 
Bloomberg or IBD will list the top sectors, top stocks, stocks with best earnings, biggest movers in price, 52 week highs
Search for Market Sector with the highest Relative Strength (RSI) – stocks in that sector outperforming the index
Outperformance vs a benchmark index like the NASDAQ
 
Sample:
https://money.usnews.com/investing/articles/best-tech-stocks-to-buy-this-year
Inflation and elevated interest rates remain headwinds for tech earnings in the near term, however, making stock selection critical. Here are 10 of the best tech stocks to buy today, according to CFRA analysts:
STOCK
IMPLIED UPSIDE OVER APRIL 5 CLOSING PRICE
 
  Microsoft Corp. (MSFT)
6.9%
Apple Inc. (AAPL)
23.8%
Nvidia Corp. (NVDA)
13.6%
Broadcom Inc. (AVGO)
19.5%
Salesforce Inc. (CRM)
9.3%
Advanced Micro Devices Inc. (AMD)
17.4%
Adobe Inc. (ADBE)
29.9%
Accenture PLC (ACN)
16.2%
Intuit Inc. (INTU)
12.5%
International Business Machines Corp. (IBM)
14.2%
 
 
Cousin Strategy – stocks related to a leading stock, could be the supplier
Leader vs Laggard – what is the top stock in the top sector, vs the worst stock in the best sector
Leaders have strong fundamentals & growth
Laggards are stagnant, price is not moving or going down
 
Factors of Leaders: 1. Explosive Growth, 2. Brand Recognition, 3. Innovation – new products, 4. Financial Efficiency – ROE, & 5. Price – Price Action going up
 
Search for best stocks in best sectors
See what search shows, related news stories about stocks in same sector
Comparison Stocks – stocks in the same sector or industry, competitors sometimes
You are looking for a few stocks to be doing well in a sector, as a really good stock can carry other similar stocks
Search for Stocks with the highest Relative Strength
 
 
Fundamental Analysis -
Tech stocks tend to have a higher P/E Ratio, you pay more for growth stocks, they are rarely cheap. Look for low debt and sales growth.
Earnings growth or innovation (new products) move a tech stock price up
You want consistent upward trending earnings, quarter over quarter of 20%, also compare to prior year to look for 20% growth year over year in same quarter
High Interest rates can hurt tech stocks, and drive down the price of stocks
 
Technical Analysis –
Look for a sloping up trend on a chart, 45% angle, vs hyper unsustainable growth of a straight up 90% angle.
Stocks need time to bake and can consolidate for months in a range of $150 - $170 before breaking out to $250 over next few months.
 
 
 
 

Tech Topic:
https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
 
Best of Tech:
https://brt-show.libsyn.com/size/5/?search=best+of+tech
 
 
Investing Topic:
https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
 
 
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
 
 
Thanks for Listening.
Please Subscribe to the BRT Podcast.
 
 
AZ Tech Roundtable 2.0 with Matt Battaglia
The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business. 
AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving. 

ARK Invest Big Ideas 2024 Report -
AI, Robotics, Sequencing, Energy & Blockchain
AZ TRT S05 EP16 (231) 4-21-2024 
 
What We Learned This Week:
ARK Invest Big Ideas Report 2024 by Cathie Wood & Team Topics: AI, Robotics, Sequencing, Energy, & Blockchain Impact on technology, economy, & people’s lives Disruptive Innovation will be the driving force in society  
 
Topics: AI, Robotics, Sequencing, Energy, & Blockchain
 
From ARK Invest Website:
The Big Ideas report is a comprehensive study of disruptive technologies, with more than 160 pages of analysis. To learn more about the research, you can visit here.
 

 
https://ark-invest.com/big-ideas-2024
BIG IDEAS 2024
 
 
 
Technological Convergence:
Catalyzed by breakthroughs in artificial intelligence, the global equity market value associated with disruptive innovation could increase from 16% of the total[1] to more than 60% by 2030. As a result, the annualized equity return associated with disruptive innovation could exceed 40% during the next seven years, increasing its market capitalization from ~$19 trillion today to roughly $220 trillion by 2030.
60% The Global Equity Market Value Associated With Disruptive Innovation Could Increase To 60% By 2030
Artificial Intelligence: Scaling Global Intelligence And Redefining Work
The convergence of hardware and software could drive AI training costs down by 75% at an annual rate through 2030.
75% AI Training Costs Should Continue To Fall 75% Per Year
Bitcoin Allocation: Growing The Role Of Bitcoin In Investment Portfolios
During the last seven years, bitcoin’s annualized return has averaged ~44%, while that of other major assets has averaged 5.7%.
44% During The Last Seven Years, Bitcoin’s Annualized Return Has Averaged ~44%.
Bitcoin In 2023: Demonstrating Resilience And Recovery After Challenges In 2022
In 2023, bitcoin’s price surged 155%, reaching $827 billion in market cap.
$827B Bitcoin Reached $827 Billion In Market Cap In 2023
Smart Contracts: Powering The Internet-Native Financial System
If financial assets were to migrate to blockchain infrastructure at a rate similar to the adoption of the internet, and the take rates associated with decentralized financial services were a third those of traditional financial services, smart contracts could generate annual fees of more than $450 billion.
$450B Smart Contract Networks Could Generate Fees Of $450 Billion In 2030
Digital Consumers: Transitioning Toward Digital Leisure
According to ARK’s research, spending on digital leisure should take share from physical options and grow 19% at an annual rate during the next seven years, from $7 trillion in 2023 to $23 trillion in 2030.
$23T Spending On Digital Leisure Could Reach $23 Trillion In 2030
Digital Wallets: Closing The Loop With Two-Sided Networks
According to ARK’s research, closed loop consumer payments, merchant banking, and employee payroll/payments will increase select vertical software platforms' revenues by 22-33% at an annual rate during the next seven years, from $7 billion in 2023 to $27-$50 billion in 2030.[2]
$27B+ Digital Wallets Could Grow Select Vertical Software Platforms' Revenues to $27-$50 Billion In 2030
Precision Therapies: Curing Disease More Efficiently And Less Expensively
Based on ARK's research, the enterprise value of companies focused on precision therapies could appreciate 28% at an annual rate during the next seven years, from ~$820 billion in 2023 to ~$4.5 trillion by 2030.
$4.5T The Enterprise Value Of Companies Focused On Precision Therapies Could Reach $4.5 Trillion By 2030
Multiomic Tools & Technology: Translating Biological Insights Into Economic Value
According to ARK’s research, multiomic tools and technology could reduce research and development (R&D) spending per drug by more than 25%.
25% R&D Spending Could Decline By More Than 25% Thanks To Multiomic Tools And Techn

Best of Clean Energy, EVs & Battery Power
AZ TRT S05 EP15 (230) 4-14-2024 
 
What We Learned This Week
Steve Zylstra of AZ Tech Council on Clean Energy Daniel Tonkopiy of Delfast Bikes on EV bikes Praveen of Monarch Tractor on AI, EVs & Farming Mark Hanchett of Atliss Motors on EV Trucks & Batteries Clean Energy - many Tech Co's working on zero emission plan Delfast E Bikes – smart bike, connects to E Bike, range of 220 miles on 1 charge, & speed of 50 mph, can drive on all different terrain  Monarch Tractor is AgTech working towards a future with Clean Farming Atlis Motors is an Energy Company - Apple of energy – vehicle is their ‘I-Pod’ Revolutionizing the Electric Battery - Lithium, cobalt, copper w/ a Lifespan – 1 million miles or 10 years +  
 

 
Seg 1
 
Clip from 10/30/2022 – w/ Steve Zylstra, President / CEO AZ Tech Council
Replay Seg. 4 – on Clean Energy and tech
FULL SHOW: HERE
 
Guest: Steve Zylstra, President / CEO AZ Tech Council
https://www.aztechcouncil.org/
https://www.aztechcouncil.org/kfnx_july2021/
 
Steve Zylstra of AZ Tech Council joins BRT to talk all things technology in the Valley. The Arizona Technology Council is one of the largest technology-driven trade associations in North America, with over 850 members and growing, the only organization specifically serving technology companies statewide. They protect innovators and truly believe that technology moves all of us forward; and are dedicated to the future of Arizona.
 
Steve Zylstra advocates for AZ tech, as well as his recurring writing about the industry. Steve, and the Council are a major source for updates on technology, business growth, and what legislation is being drafted.
 
 
Seg 2
 
Clip from 9/18/2022 – w/ Daniel Tonkopiy, CEO, Delfast Bikes    
Replay Seg. 4 – on VC Funding and competition
FULL SHOW: HERE
 
Guest: Daniel Tonkopiy, CEO, Founder, Chairman Delfast Bikes
https://us.delfastbikes.com/
Daniel Tonkopiy is founder and chief executive officer of Delfast, Inc. Daniel is a serial entrepreneur with more than 20 years of successful business experience. His previous entrepreneurial endeavors include best.ua, a Ukrainian business reviews service; X-Rift, an augmented reality mobile game; and Million Dollar Startup, a Kyiv-based startup school.
In 2014, Daniel set out to transform the future of transportation and combat climate change with Delfast’s innovative E-bikes. He has since grown the company into a disruptive global e-bike leader that holds a Guinness World Record for greatest distance (228 miles) traveled on a single charge. In addition to Delfast, Daniel also serves as a business and entrepreneurial mentor for MiniBoss School, Startup Ukraine, and the Central Asia FLEX business program. He is an author, a former radio host, and is a dynamic and sought-after speaker inspiring entrepreneurs and sustainability enthusiasts globally at more than 50 conferences to date. Daniel holds a Bachelor’s degree in International Economic Relations from Kazakh Economic University.
 
Delfast Bikes
ECO-FRIENDLY - No air emissions and subsequently ― negative impact on environment.
SIGNIFICANT RANGE - In-house developed Battery Management System allows to travel up to 370 km on a single charge.
RELATIVELY CHEAP - We help to save your money for expensive fuel and insurance.
LESS STRESS, MORE FREE TIME - Delfast bike is the best choice to avoid annoying traffic jams.
CONVENIENCE - You can easily switch on bicycle mode and do sports when you want; and use e-bike mode when you are tired.
 
 
 
Seg 3
 
BRT S03 EP23 (122) 6-5-2022 –
Monarch Tractor Brings AgTech to Farming w/ Praveen Penmetsa
 
Guest: Praveen Penmetsa - CEO of Monarch Tractor
https://www.linkedin.com/in/praveenpenmetsa
 
https://www.monarchtractor.com/leadership.html
 
Praveen

Opening Day - Gambling & Charlie Hustle w/ Keith O’Brien + History of the World Series by Tyler Kepler NYT Baseball Writer
AZ TRT S05 EP14 (229) 4-7-2024 
 
What We Learned This Week
Gambling Scandal parallels of Pete Rose vs Dodger’s Shohei Othani Charlie Hustle the icon - Rise & Fall Business of Baseball - Drafting Players to Analytics & how the Game has evolved History of the World Series - Did Babe Ruth call his shot?  
Guest: Keith O’Brien 
Website: https://keithob.com/
 
 
 
Keith is the New York Times best-selling author of Paradise Falls, Fly Girls, and Outside Shot, a finalist for the PEN/ESPN Award for Literary Sports Writing, and an award-winning journalist. O’Brien has written for The New York Times, The Atlantic, The Washington Post, and Politico, and his stories have also appeared on National Public Radio and This American Life. He lives in New Hampshire.
 
 
 
About the Book
“CHARLIE HUSTLE: The Rise and Fall of Pete Rose, and the Last Glory Days of Baseball”
 
Pete Rose bounded out of the dugout like a hurricane spinning unfettered through the world. He slid head-first into bases in a mist of dust and fury. He sprinted out walks like a teenager. He was loud. Brash. Supremely confident. Entirely focused. He approached every game with ferocity and raw emotion—often like he was in the middle of a bar room brawl—and endeared himself to the fans because of it. He seemed to manufacture runs out of pure will power. He racked up mind-boggling stats and awards and streaks and wins and pennants and titles with seeming ease. When his team needed clutch hits, he provided them. When glory was 90 feet away, he reached for it. He bowled over catchers at home plate, shouted at pitchers to intimidate them, and ripped through middle infielders to break up the play. He would beat them all. One way or another. Pete Rose would never back down. Could never back down.
 
This spring, author Keith O’Brien and Pantheon Books will present the gritty and gripping new biography of the flawed legend—baseball’s tragic character—the man who could never return to the game he lived to play: “CHARLIE HUSTLE: The Rise and Fall of Pete Rose, and the Last Glory Days of Baseball” (Pantheon Books, March 26, 2024). It is a story unlike any other in baseball history. A story of virtuosity and success; addictions and secrets; recklessness and many missed opportunities for salvation. 
 
For over 25 years in Major League Baseball—from 1963 to 1989—Pete Rose was the sport’s unquestioned hero on the field. He was the heart of the Big Red Machine dynasty in Cincinnati. Rookie of the Year in 1963. MVP in 1973. He won three batting titles. Two gold gloves. Six National League pennants. Three World Series titles. He was named to 17 NL All-Star games at five different positions. He became the all-time hit king in the process, surpassing the legendary Ty Cobb. He was extraordinary while seemingly ordinary in equal measure, and the fans loved him for what they knew to be true. Pete Rose wasn't physically gifted or a particularly special athlete. He was like the rest of us. He was Charlie Hustle. The American Dream in red stirrup socks. Baseball personified. With bat in hand, Pete Rose was the hero, forever young, forever relevant, but a storm was coming.
 
Yes, Rose was both a miracle and a disaster. His opponents viewed him with both reverence and disdain. While some of them believed that his Charlie Hustle routine was a joke or that his aggressive antics were just plain dangerous, they respected his greatness and his longevity in the game. There was no doubt that he often came off as uneducated, unpolished, boorish, and rude, but most figured that he had earned the right to his “unique” perspective over the years. But then the rumors started to circulate that he was mingling with an unsavory crowd. Shady characters that included well-known