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written by reader AI – Artificial Intelligence

By SoGiAm, April 8, 2016

AI Business http://aibusiness.org/
Our story – Transforming tomorrow’s enterprises through the evolution of AI โ€“ AIBusiness via Peter Xing (@peterxing)

EXCLUSIVE: The first ever AI for business landscape map!
Register to receive your High Definition map http://aibusiness.org/the-ai-business-environment/

AI is already here. Itโ€™s happening in many, if not most industries; its application in the business environment is growing fast. On many estimates, over the next 10 years, enterprise spending on AI technology will increase from $200 million to over $60 billion.

AI is already driving business growth, and rather than detracting from human contribution it will release workers to complete more creative and valuable tasks. A number of leading organisations spanning finance, law, healthcare, manufacturing, transport, energy, education and many more are looking to implement the technologies or have already started!

Useful in identifying major and emerging players that can help your business transform through AI solutions.

The above information is obtained from A IBusiness and Peter Xing

The purpose of the thread is to discuss investment opportunities in the field of AI.
Have a wonderful day and beyond. – Ben

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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finventurer
Irregular
finventurer
September 27, 2017 1:54 pm

Hey everybody, and special thanks to SoGiAm for this thread it was more than a timely idea to start discussion about this matter that seems to gain traction in all fields and industries lately.

My post isnโ€™t exactly about AI but more of an aspect to subject. Iโ€™ve invested quite a nice sum in a Norwegian based company called Thin Film Electronics $TFE $TFECY which develops and manufactures printed electronics. Thin Filmโ€™s colossal idea is to implement these printed electronics, tags as they call them, to eventually all consumer products found in shelves of stores or warehouses waiting for transportation to end-users. Thin Film Electronics, or Thinfilm, is about to start their 5 billion units per year production facilities with brand new Roll-to-roll machineries before end of this year – this mile stone will x5 their current production. These tags operate thought NFC technology and simply by tapping a tag with your phone youโ€™ll automatically get product info via manufacturerโ€™s webpages etc and this was just one of four product categories Thinfilm does right now electronic article surveillance being probably most wanted right now.

Now this would seem quite trivial concerning AI, right? But when you add a cloud-based platform, CNECT, to gather all the info that goes through these tags you immediately have a bid data database collecting consumer behaviour, prices fluctuations, shop-to-shop demand and supply data etc. You get my point already. How many steps further before this company develops itโ€™s own AI?

I donโ€™t totally agree with Linling88 AIโ€™s having too big business moats, at least not yet, but iโ€™d rather argue that there are a lot players out there that can actually surprise markets and players when it comes to some business area that isnโ€™t โ€found yetโ€ for AI to handle. Thinfilm is especially a miniature IoT company right now, but itโ€™s found a novel approach to hi-jack one of the most lucrative and untouched areas of IoT, consumer goods (and later maybe logistics etc too), where brands pay hefty sums to get even a tiny fraction of market share.

I believe these are the kind of companies that still have most of upside but surely promises to fulfil too. These are also the companies iโ€™m happy to participate having a conversation about meanwhile staying aware of those making the markets such as $NVDA or $IBM.

ps. Interestingly enough Thinfilm was able to hire a top officer from Amazon awhile ago. โ€Before joining Thinfilm, Mr. Bashir was Chief Sales Officer for Amazon.com, where he led the global go-to-market strategy for commercialization of the Amazon Speech Cloud Platform and Alexa Software.โ€

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finventurer
Irregular
finventurer
September 27, 2017 2:52 pm
Reply to  SoGiAm

SoGiAm, happy to be of help!

chart definitely isn’t pretty, that’s for sure. we’ve been debating wether market makers are playing with the stock price until break even that’s about to happen maybe in 2019 or is it nothing but technical trend that will or won’t change some day. Banks seem to like it, and one big investor, Woodford with it’s estimated ~30% stake, is lurking and playing too. Nevertheless, Thinfilm keeps pushing onwards

and yes, a LOT of DD required to understand this company. Apple being one of the biggest pains in the a** lately for not opening their OS to NFC technology fully.

$TFE $TFECY fp

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sunriverjoe
sunriverjoe
September 27, 2017 11:08 pm
Reply to  finventurer

$TFE $TFECY np
Here’s an article from Seeking Alpha that “appears” pretty detailed – for what it’s worth.
https://seekingalpha.com/article/3533906-thin-film-electronics-printed-electronics-iot-company-going-market?page=6

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finventurer
Irregular
finventurer
September 28, 2017 1:34 pm
Reply to  SoGiAm

Thin Film Electronic’s nearest (indirect?) competitor is probably PragmatIC which actually is a bit further since they’ve already developed printed CPU+memory with their partner ARM. PragmatIC’s approach to markets is almost totally opposite to Thin Films at least right now that markets for this industry are also developing and searching it’s form.

http://www.pragmaticprinting.com

https://www.youtube.com/watch?v=01y6bR6ETpA

https://www.youtube.com/watch?v=WchJR6qDq9o&t=15s

these two youtube videos explain quite a lot where we are with printed electronics right now. a lot more others out there too.

about photovoltaic cells i’ve got no idea, but would love to hear more. concerning energy and way’s to harness it i’d take a look at SolarWindow Technologies for starters. they might have something brewing with their energy gathering layer.

https://solarwindow.com

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finventurer
Irregular
finventurer
September 29, 2017 3:54 pm
Reply to  SoGiAm

Thank you a lot SoGiAm i’ll look into these as soon as possible! Gotta admire your information capacity and all the hard work you do here in SGS!

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westport
westport
September 27, 2017 3:10 pm

IMPINJ (NASDAQ:PI) NP – A stock that I’ve been watching for awhile. Based in Seattle, they are a leader in RFID solutions. Tie it into AI, and it could be an interesting story.

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danmcco
danmcco
September 27, 2017 3:59 pm

Citron Researchโ€ @CitronResearch 5h5 hours ago
More
$veri is not artificial intelligence, more like natural stupidity. Stock should trade right back to $20.

Still waiting to see the report. I think the stock may have gotten ahead of itself but seems to be to AI what Shopify is to e-commerce.

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xmandave
xmandave
September 27, 2017 5:18 pm
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codaras
codaras
September 27, 2017 5:55 pm
Reply to  xmandave

Machine learning# awesome thanks. Excellent explanation of AI. Best I have seen.
Thanks Doug

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adadfarm
Member
adadfarm
September 29, 2017 6:52 am
Reply to  SoGiAm

$OPGN np
$TTOO long – seems to me that OPGN’s $2 billion market estimates are conflated by the aggregation of micro market segmentations that do not take testing-company competition into account; a prime example of which, it seems to me, is TTOO which has candida and bacteria panels in place with a lyme disease panel under development with Canon. – Curt

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finventurer
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finventurer
September 28, 2017 3:20 pm
Reply to  SoGiAm

This could be a big thing knowing how much forgery and copying of ideas go on in Asia nowadays

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finventurer
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finventurer
September 30, 2017 3:59 pm
Reply to  SoGiAm

thank you SoGiAm, happy to be of help i missed out on $NVDA, not gonna do same mistake again. also interested in this topic generally and try to follow the trail so i’m all in.

we’ve got so many things coming out of Silicon Valley nowadays trying to change the world – and bringing possibilities for early investors – that we definitely should join forces in trying to figure out the next holy grail.

Thinfilm is actually approaching the same problem as $MARK but from different angle with it’s EAS and OpenSense tags and for consumer goods.

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