Developer Landscape Survey 2019

Find out what tool-kits the world`s top developers are using on daily basis.

We recently surveyed a group of world`s top open source software contributors in collaboration with our friends at Nanosai - if you invest in developer tools/infrastructure space, you may find this survey useful. Additionally, some of your open source driven portfolio companies may also find it useful for recruitment purposes and product development road-map, etc.

Note for VCs: At Kä we are tracking over 20K (counting) top software engineers with potential to start new companies as technical co-founders. If you would like us to watch out for particular type of potential technical founders for you - please fill this form (less than 60 seconds).

Whether you’re searching for promising early stage opportunities in the open source space or conducting due diligence on potential investments, Kä is here to help you with extrapolated, in-depth and actionable data that you cannot find anywhere else.

The Homomorphic Internet Revolution

The upcoming market of privacy centric internet services and applications.

Last week we had another shocking revelation that a security researcher found more than 419 million records in several databases that were part of a server that wasn't password protected, according to TechCrunch report. About 133 million records were from US Facebook users and 18 million records were from UK users, according to the report.

A Brief History of Internet Evolution

Problem #1 with Today’s Internet

What Is Homomorphic Encryption?

With organisations increasingly under pressure to be paper-free and unlock the value of data, security and confidentiality of sensitive information is an ever-increasing priority.

Data encryption is the security solution of choice. However, encryption is impractical for data analytics and data mining, which cannot be effective without decrypting the data first, re-introducing vulnerability. Data anonymisation may be used to provide security and confidentiality during data mining operations and performs well with tabular data. However, it is much less efficient with free text data, where processes like automatic identification of anonymised words, such as proper nouns, is not guaranteed to be effective in all cases.

Homomorphic encryption (HE) is, in a nutshell, a form of encryption that allows for various types of computation to be applied directly to cipher text without any decryption before, during or after the operation. The result of computation, once decryption has been applied, should be the same as if it was applied to unencrypted data. Hence, HE could allow organisations to be far open to sharing sensitive data with trusted third parties for collaboration and innovation purposes without compromising the integrity and security of the data.

An easy example of HE use case (see the diagram below) is where let say a data owner (DO) wants to send personal health records to a healthcare company that uses a public cloud provider e.g Amazon Web Services (AWS) for data processing purposes. Now let`s assume the DO does not trust Amazon Web Services with his/her data (because it`s owned by Amazon!). Using HE , the DO encrypts his/her data with a client side application and sends it to the server(s) running on AWS. The server performs the relevant computations on the data without ever decrypting it and sends the encrypted results to the DO. The DO is the only person that`s able to decrypt the results because the DO is the only person with the secret key needed to decrypt the results.

Top Open Source HE Projects

  1. SEAL

  2. Palisade

  3. TFHE

We predict the first wave of successful commercial implementations of HE will most likely be derived from one of the above projects or a mixture of both.

What is Homomorphic Internet?

Rather than giving you a standard/universal definition of “Homomorphic Internet” - we will instead say it will be a new internet infrastructure where data is always encrypted (at rest and at motion) and it will have the following characteristics:

How does the implementation of Homomorphic Internet will look like?

There is no right/wrong answers - however the R & D team at our parent company Zaiku Group thinks the implementation of Homomorphic Internet may look as follows:

The team at Zaiku Group also thinks that Homomorphic Internet will play an important role in the next-gen enterprise software systems architecture - so be ready for Homomorphic Enterprise Systems (see diagram below)!

Side note to Bay Area readers: Liam Shore (see his awesome picture below) - the co - founder of our parent company Zaiku Group is currently visiting the Bay area till next Wednesday 18 September. Liam is currently working on his PhD Thesis regarding `Trust for Consortium Formation & Service Composition upon Smart Contracts on the Blockchain`. We hope to use his research as the foundations for Kähler AI to target the $5 Trillion dollar OTC equity linked derivatives market (US/European) at some point in the future.

If you have time and would like to catch up with him please fill this form or reply to this email so he can follow up with you.

VC Weekend Digest #11: Social Media Intelligence Problems

Opportunity for AI-driven social media intelligence

Kähler VC.X - Bringing you insights that matter most.

Hello there - we have been tracking the social media usage pattern of top 2000 global brands across different industries. We are pleased to share this preliminary result derived from our own analysis combined with extrapolation of trusted third party market research and surveys.

Social Media + Top 2000 Global Brands

The top 2000 brands featuring in our research were selected from reputable third party sources such as Interbrand.

Highlighted Challenges

The challenges above are derived from our own surveys and third party surveys from reputable sources such as The Social Intelligence Lab.

Why should you care?

Firstly, the research indicates a gap in the market for helping the remaining 78% of global 2000 brands leverage social media data better to; increase customer insights and improve social media brand sentiment.

Secondly, even though incumbent social media platforms are building their own AI capabilities into their products and are under scrutiny from regulators on how third parties access user data - there still opportunity for innovative multi-social intelligence solutions that leverage alternative data sets that reside outside these social media platforms to provide more complete insights about customers to these global brands.

Thirdly, we predict a growing trend of AI usage in the following social media use cases;

  • Content Creation - AI-driven tools that understand brands, customer segments and capable of creating targeted content that can be deployed within minutes.

  • Customer Support - Conversational AI chatbots deployed to interact with customers in major social media platforms with minimal human intervention.

  • Price Bidding - AI-driven tools that monitor pricing in realtime and dynamically adjust the bidding price to lower campaign costs and increase ROI.

This is all for this week - have a great weekend!:)

Kähler AI team

Final note: If you would like to commission a bespoke research analysis to help you evaluate an investment opportunity in the social media intelligence space, please subscribe to our enterprise basic plan here.

Google`s TensorFlow Adoption Research

Low fortune 500 adoption = great opportunity for startups

We`re currently tracking the adoption (at scale) of the world`s top open source software projects. Today we are delighted to share this brief market research on Google`s popular open source project, TensorFlow.

If you would like to commission a bespoke research on TensorFlow or other leading open source technologies, please subscribe to our enterprise basic plan here.

TensorFlow Positioning

TensorFlow Adoption Analysis

The Key Takeaways

Firstly, the research analysis estimates that only 12% of fortune 500 companies have deployed TensorFlow in production environment. Hence, there exists a great opportunity for AI/ML dev tool startups to help fortune 500 companies successfully deploy TensorFlow in production. Secondly, the research analysis estimates that 60% of the top 100 machine learning powered startups in the world are currently using TensorFlow in production. This means that companies that are not using TensorFlow in production are probably at a great disadvantage in terms of deep learning benefits.

Finally, the research analysis estimates that around 55% of all TensorFlow production deployments from fortune 500 companies and the top 100 machine learning powered startups are running on AWS. This clearly indicates that AWS is well ahead of other cloud players in terms of AI/ML workloads including Google Cloud Platform (GCP).

Many thanks and happy reading!:)

Kähler AI team - bringing you useful market insights so you can spot great technology trends before everyone else.

Wework IPO Sentiment Survey

Please share your sentiment on Wework`s upcoming IPO with us by filling this short survey (less than 30 seconds). We`ll be sharing the results of the survey in a new post over the coming weeks.

Many thanks!

Kähler AI

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