USAA Debuts AR-Enabled, Car-Buying App 

USAA Debuts AR-Enabled, Car-Buying App 

As Tematica Investing subscribers know, we are big fans of Amazon and one of the key reasons is how it removes friction from a transaction. We are seeing others adopt aspects of our Disruptive Innovators to follow in those footsteps. More often than not the adoption of such new technologies, like Augmented Reality (AR), can […]

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Comcast and Fandango enable movie ticket buying… if you are watching a TV

Comcast and Fandango enable movie ticket buying… if you are watching a TV

One of the strategies behind getting consumers to adopt alternative payments is to reduce if not remove friction to the transaction as well as make it easy peasy for the consumer to use. In the case of Comcast teaming with Fandango to enable the buying of movie tickets through the television, it’s pretty cool but […]

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Apple making the iPhone even more connected

Apple making the iPhone even more connected

The iPhone is not only one of the most addictive devices around, something that is becoming even more so thanks to Fortnite, it is also one of the most connected. As tends to be the case, however, Apple will lag the overall market with features until a tipping point is at hand. It appears that […]

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Discounts & coupons are the primary driver behind growth in mobile app shopping

Discounts & coupons are the primary driver behind growth in mobile app shopping

A new report from App Annie confirms what we’ve already suspected when it comes to our Connected Socity – that consumers are increasingly using mobile apps to shop. Per the report, consumer spending has more than doubled, exceeding $86 billion in 2017, up more than 105% since 2015. Interestingly, while time spent in apps increased by […]

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Fortnite is the harbinger of more pain for the already struggling toy industry

While it is rather clear to us why Toys R Us is filing bankruptcy and even Star Wars themed toy sales weren’t enough to help Mattel (MAT) this past holiday season, in-app purchases for the new iOS version of Fortnite are rather revealing. The recently launched gaming app, which sits at the center of our […]

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Amazon moves one step closer to disrupting the grocery industry

Amazon moves one step closer to disrupting the grocery industry

After Amazon acquired Whole Foods, it seems that many forgot about its prior effort to disrupt the grocery industry with Amazon Go. Now the company has shared that it is close to bringing this worker-less concept that relies on its mobile app and a litany of sensors to allow shoppers to do their thing all […]

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With Croove, Mercedes unveils  the Airbnb for cars 

With Croove, Mercedes unveils  the Airbnb for cars 

Talk about kismet! We just wrote about how when you examine the hours of actual use with one’s vehicle (car or truck) vs. the total cost of ownership, it’s really rather impractical. Now Mercedes unveils a potential answer to such low utilization levels that is another step in the direction of our Asset Lite investing theme […]

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The Connected Society and growing Cashless Consumption comfort are enabling BofA to cut jobs

The Connected Society and growing Cashless Consumption comfort are enabling BofA to cut jobs

Banks are increasingly adapting their business to the growing Connected Society. As comfort levels among consumers rise with Cashless Consumption, banks are able drive productivity higher and costs lower. Fewer people mean fewer salaries and lower benefit costs at a time when healthcare costs continue to climb no thanks to the Affordable Care Act. Without […]

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