Using knowledge graphs to replace analysts

Recently CB Insights published a FinTech-report titled The State Of Fintech Q3’20 Report: Investment & Sector Trends To Watch This post shows how a knowledge graph can be used to automatically generate such a report. About knowledge graphs A knowledge graph consists of two parts: a node and a relationship. A node represents an entity (a company, an industry, etc.). A relationship represents how two nodes are connected. In this case, the knowledge graph’s nodes are: companies the offerings that these companies launched the industries in which these companies are the companies that invested in these companies The relationships are: company “IS IN” industry company “INVESTED IN” company company “launched” offering The graph below shows an excerpt of the whole graph: For instance, you see three companies that invested in Revolut that Revolut is in the FinTech-industry that Revolut launched commission-free stock trading With this in mind, the remaining post shows how graph algorithms for anomaly detection can generate the above-mentioned report. Anomaly detection Anomaly detection is used to find rare nodes or relationships which are significantly different from the remaining data. Such nodes or relationships signalize unoccupied industries or segments for innovations or new markets. Consider this insight from

Going beyond the article headline: what knowledge graphs reveal

I recently read this article: Qlik übernimmt Blendr.io. From the article it was clear what happened: Qlik a Business Intelligence-company acquired Blendr.io, a Data Integration-company. However, I was wondering: What am I missing? What information is not evident from the article alone. To answer this question I built a knowledge graph. The knowledge graph consists of companies, industries, and company strategies that are related to Qlik and Blendr.io. An overview of the knowledge graph is shown in the image below: The meaning of the colors are as follow: orange: represents a company blue: represents an industry red: represents a company strategy There a several reasons why such a knowledge graph can answer the question ‘What am I missing?’. They are explained below. There is more to it than just ‘Qlik acquired Blendr.io’ The image below shows two graphs: in the upper left corner you see the basic graph that represents ‘Qlik acquired Blendr.io’ in the remaining image you see the full picture with all the relationships that Qlik and Blendr.io have It is immediately clear that ‘Qlik acquired Blendr.io’ is too simplistic. If you look at the whole graph you immediately notice: industry outsiders like Google or PwC are active

Understanding company decisions using knowledge graphs

Recently I read this article (Cloudera adds data engineering, visualization to its Data Platform) and wondered why it was relevant. To an industry-expert the implications are clear, but to me – an industry-novice – not. This situation made me wonder how a knowledge graph can be used to automatically answer the “why” behind a company’s decision. Based on an innovation process in patent analysis, I came up with this process: I manually identified a similar article (Tech and Antitrust Follow-up, Google Buys Looker, Salesforce Buys Tableau; paywall) From this article, I constructed the knowledge graph below. I defined explicit relationships (as mentioned in the article) and implicit relationships (in green; these relationships can be inferred from an external knowledge source like Wikipedia) The knowledge graph depicts the following points: Google’s biggest competitors (Microsoft and Amazon) own tools in the data analytics and visualization segment (Looker’s segment) the data analytics and visualization segment is important to Google because that segment is part of the “Big Data movement” (implicit relationship) and “Big Data” is important to Google (implicit relationship) Google does not own any tools in the analytics segment Based on this information, it makes sense that Google acquired a tool in

Is ai to Tableau what vlookup is to excel?

As Ben Thompson from Stratechery wrote on Google’s acquistion of Looker “data analytics and visualization is a large and growing segment in enterprise software”. As Boris Evelson from Forrester points out, BI tools have reached technological maturity in certain areas such as d”atabase connectivity and data ingestion, security, data visualization, and slice-and-dice OLAP capabilities”. At the same time he points out the lack of demand: Fifty-six percent of global data and analytics decision makers (seniority level of manager or above) say their firms are currently in the beginner stage of their insights-driven transformation. Further anecdotal evidence shows that enterprises use no more than 20% of their data for insights, and less than 20% of knowledge workers use enterprise BI applications, still preferring spreadsheets and other shadow IT approaches. The reasons are – as he points out – “the low maturity of the people/process/data”. BI-vendors are trying to solve this issue by extending their solutions into E2E-tools; Considers Pentaho’s integration with Lumada: Lumada’s focus is on covering the entire data lifecycle, from the integration of various data sources to the evaluation of video and IoT data in compliance with DSGVO regulations and their deployment in self-service applications. Pentaho’s plans for its

How Coinbase is building a crypto empire for users’ crypto lifecycles

Recently, Coinbase acquired task-platform Earn.com. Coinbase is an online platform for users and merchants to buy, sell, and accept cryptocurrencies. For these activities Coinbase has three different products: gdax exchange: buying and selling of cryptocurrencies for institutional and professional investors Coinbase.com: buying and selling of cryptocurrencies for „mainstream“ users Coinbase Commerce: merchants payment systems for accepting cryptocurrency payments Earn.com is a task-platform where users earn bitcoin for completing tasks. The tasks are offered by blockchain startups doing an ICO and involve things like signing up for newsletters or joining telegram groups. Those blockchain startups are very often in an early phase and Earn.com serves as a marketing tool for them. Some argue that the acquisition was an acqui-hire for Earn founder and CEO Balaji Srinivasan. And Balaji Srinivasan, who has an impressive track record (among other things as partner at Andreessen Horowitz) is now indeed Coinbase’s CTO. Whereas acqui-hiring Balaji Srinivasan might be the acquisition’s real intention, looking at the acquisition in the context of Coinbase’s other acquisitions and their self-imposed company description shows another perspective, namely that Coinbase is building a “crypto empire“ serving a user’s whole „crypto lifecycle“. Building a crypto empire with Earn.com, Cipher Browser, Coinbase.com, and