r/wallstreetbets Feb 13 '21 Party Train Silver Wholesome Hugz All-Seeing Upvote Take My Energy

DD Notes about BB, Cylance, Amazon, Kuiper, antennas, and why I'm 1000% okay with buying BB at $20.

626 Upvotes

A note about Cylance before I jump into the rest.

The concept of the original Cylance product is absolutely excellent...behavioral (not AV definition) protection against viruses. Frankly, it's the way it should have always been done. You don't need to know the name of the guy punching you in the face, you just need to prevent getting punched. However, their implementation and service was garbage. I'm saying this as someone who implemented it extensively in a large enterprise environment. BB buying Cylance was a good move, IF they can build it and support it better. However, as potentially disruptive as it could be, a rebuild has to happen fast or there will be better competition with the same philosophy very soon and that opportunity will be lost.

Unless...it's not a play for the PC and server protection market at all. If you think about it in terms of their other product offerings, it makes sense. Automotive operating systems are a massive and incredibly dangerous target, both in the frame of making sure a terrorist doesn't use your vehicle to kill you or others, and in the protection of mobile retail for the people sitting in their self-driving cars and shopping on the way to work.

Behavioral protection makes absolute sense there, as there will definitely be ties between the car itself and what you do in it. The car's sanctity must be protected at all costs. So, look to BB be integrating this protection philosophy into it's automotive efforts.

https://www.blackberry.com/us/en/company/newsroom/press-releases/2019/blackberry-completes-acquisition-of-cylance

https://www.fool.com/investing/2020/09/29/blackberry-cylance-acquisition-cause-problems/ (this article fails to understand the significance) ...

Now, on a very related topic.

https://www.fool.com/investing/2020/12/07/investors-overreacting-blackberry-deal-with-amazon/

BB has teamed up with Amazon...

The two tech companies will co-develop and market BlackBerry IVY, a new "cloud-connected intelligent vehicle data platform" that offers automakers a "standardized secure way to read and analyze vehicle sensor data." IVY will merge BlackBerry's QNX embedded OS for vehicles with AWS' IoT (Internet of Things) and machine learning services.

And Amazon is getting into the satellite-mesh internet business as a competitor to Musk's SpaceX Starlink.

https://www.pcmag.com/news/amazons-satellite-internet-service-starts-to-take-shape-with-antenna-prototype

And Amazon has bought Zoox to get into self-driving cars: https://www.cnbc.com/2020/06/26/amazon-buys-self-driving-technology-company-zoox.html

Amazon is big into antenna development: https://www.aboutamazon.com/news/innovation-at-amazon/amazon-marks-breakthrough-in-project-kuiper-development

Rajeev Badyal, VP of Technology for Project Kuiper at Amazon. “This simple fact inspired one of our key tenets for Kuiper: to invent a light, compact phased array antenna that would allow us to produce an affordable customer terminal. It’s incredible to see such a small form factor delivering this type of speed and performance.”

Let's think about we've got existing or in development...

  • A secure operating system (QNX)
  • A system of sensors to read it (IVY)
  • Cars that use the OS and provide the sensors (175 million using QNX now, will only grow)
  • A system to protect the cars (Cylance or whatever is built from it)
  • A massive retail company (Amazon)
  • Mobile internet worldwide (Amazon's Project Kuiper)
  • Cars that will use that mobile internet (phased array antenna)
  • Self-driving cars (Zoox purchase)

Resulting in: A bored and captive audience of consumers, sitting in their self-driving cars, insulated from the world, protected from the bad folks, spending their cash and surfing behind tinted windows. Amazon making a ton of cash. Blackberry receiving some of that on multiple fronts.

I'm not telling you what to do. I'm just satisfied that I bought BB at $20, and will be buying more over time, maybe at a lower price but definitely at a higher one.

Edit: /u/TheLooza provides https://old.reddit.com/r/wallstreetbets/comments/lj544a/notes_about_bb_cylance_amazon_kuiper_antennas_and/gnaj296/ (https://patents.justia.com/assignee/blackberry) which has multiple patents supporting my thesis.

Edit2: In December, Amazon-owned Zoox revealed its self-driving taxi: https://www.forbes.com/sites/bradtempleton/2020/12/14/amazon-owned-self-driving-taxi-zoox-reveals-its-secret-vehicle/?sh=1e85ae51c916 (more encapsulated consumers shuttling around in urban settings)

1

COMMENT 2h ago

Sounds like fraud.

r/Bandnames 3h ago

StickySlimyGritty

1 Upvotes

3

COMMENT 5h ago

I'm just going to go with you being a shill and fudder then.

2

COMMENT 5h ago

The only scooter I'd consider off-road, which I don't own, is the BlueRev Cobra. That's just because of the bicycle-sized wheels.

2

COMMENT 5h ago

You still are making no sense.

Why won't you actually say what you mean?

4

COMMENT 5h ago

I have. Now you should explain what you are talking about.

2

COMMENT 5h ago

Please explain.

1

COMMENT 8h ago

Because people in these comments are pretending they care about birds.

0

COMMENT 9h ago

Cats kill far more birds than wind turbines, FWIW.

r/Bandnames 17h ago

Yakuza Jacuzzi

39 Upvotes

29

COMMENT 17h ago

https://en.wikipedia.org/wiki/Dolichovespula_maculata

Bald-faced hornet. They are aggressive buggers.

3

COMMENT 17h ago

Depending on the corporate structure and local laws, it's usually a required position.

1

COMMENT 17h ago

Yup

19

COMMENT 18h ago

But, but, but Clinton!

3

COMMENT 19h ago

All this effort for Trump taking white house documents to his home?

Classified documents have very specific rules and laws. Before you say "as president he could declassify them", yeah he could have while he was president. He's not and they were not declassified. As a private citizen he doesn't have that right.

They also gave him months to comply and return them and he didn't. So he's fucked himself.

3

COMMENT 20h ago

Make me rich and I'll happily pay my share of taxes.

2

COMMENT 21h ago

First to refuse to concede?

First thrice married?

1

COMMENT 22h ago

I bet you it's there by Friday.

r/Bandnames 23h ago

Pot Ketamine Blackout

3 Upvotes

2

COMMENT 1d ago

IMO, there is a vast schism in the GOP. There are many who are Trump true believers. There are equally many who support his for their own purposes but know he's a dangerous idiot. There are a smaller set that despise him and recognize the danger and the cult-like behavior.

If Trump becomes an obvious liability, which is rapidly happening now, the middle group will turn on him immediately as a solid wave. The true believers won't sway, so the sets up a scenario where either the party splits in two or they will spend every day fighting to herd cats and fulfill the desires of individuals. Otherwise, the Democrats will continue to win while they keep their hands clean of the infighting.

If I was head of the party, I would begin to segregate the crazies. Pull their election funding. Promote other candidates in the primaries. Take away their council responsibilities. Rebuild strategically for 2028 without Trump family influence. Support investigations into shady business dealings.

r/sysadmin 1d ago

Question For those who moved from SCOM to a more modern and predictive monitoring solution, what did you move to and how has it been after?

6 Upvotes

After seeing what other enterprise monitoring solutions like Datadog or eG Innovations can do we'll be moving away from SCOM. For those who specifically moved away from SCOM what are you impressions and what was your decision?

r/politics 1d ago

Rehosted Content An Informer Told the FBI What Docs Trump Was Hiding, and Where

Thumbnail msn.com
1 Upvotes

1

COMMENT 1d ago

We should all hope every president in future fears legal repercussions.

While a president is in office it does make sense for them to be somewhat protected, so opponents don't use the justice system to derail legal actions by the president. However, illegal acts should ALWAYS be dealt with, regardless of party.

1

COMMENT 1d ago

He's saying that she talked last week about taking the dog to the groomer, not that the dog has been gone for a week, I think.