Bullish or bearish?

9 zero heroes.

Morgan Stanley's secrets.

 

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September 18, 2024

That 9 to 5

Hi there, 

 

Amazon just announced 5 days back in the office.

 

Is this a bullish or bearish sign for the company? 

 

Please take this quick poll (1 click).

 

Feel free to reply back with your thinking. We’ll share the results next week. 

 

RTO mojo

 

In addressing Amazon’s return to office mandate, CEO Andy Jassy noted that it was in the spirit of “being better set up to invent, collaborate, and be connected enough to each other and our culture to deliver the absolute best for customers and the business.”

 

But where exactly does Amazon intend to direct this momentum?

 

Well, it’s:

  • Embedding itself in more of your financial transactions
  • Going deeper into primary and specialized healthcare
  • Working to decarbonize its transportation and fulfillment center operations, with a focus on hydrogen tech

Dive deeper into what Amazon is up to in fintech, healthcare, and energy in our big tech reports.

 

Harder, better, faster, stronger

 

We recently took a look at 20 computing hardware technologies underpinning the AI boom.

 

Of all the technologies we analyzed, one stood out in terms of its momentum in 2024 so far: AI inference processors.

 

These processors recognize patterns in data, making them well-suited to support tasks like image recognition, natural language processing, and recommendation.

 

And the companies in this category have raised $1B in equity funding so far this year — more than any other market we analyzed.

AI inference processors - Total Equity Funding and Deals

It also has one of the highest 1-year headcount growth rates: 27%.

 

Discover other technologies gaining momentum amid the AI rush in our AI computing hardware market map.

 

Richie rich

 

Morgan Stanley has built a wealth management growth machine.

 

It achieved this by incorporating new channels beyond its flagship wealth management business: accessing clients via the workplace and enabling self-directed investing.

 

Three acquisitions — Solium Capital (now Shareworks), E*Trade, and Eaton Vance — form the cornerstone of this strategy.

MS wealth management strat map blur

The company is also using partnerships with tech providers to offer non-core products and develop AI infrastructure.

 

CBI customers can dive deeper into MS’ grand plans in this strategy map.

 

Market of the week

 

CB Insights tracks 1,400+ technology markets.

 

Today, we’re highlighting generative AI — sales & outreach, which comprises companies leveraging AI tools to help businesses boost sales and outreach productivity.

 

Companies in this market have raised nearly $700M in equity funding since 2020.

 

And leading companies in the space include Outreach and Writer.

 

Who else competes in the space? CBI customers can find out in the full market report.

genai sales and outreach ESP blur

I love you.

 

Anand

@asanwal

Co-Founder & Exec Chair

 

P.S. On October 8, we’re going to dig into the latest trends emerging across the venture landscape. Register today to save your spot.

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