August 2023
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An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
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ChatGPT Enterprise, Connectors and Small Businesses, Nvidia Competitors
ChatGPT has an enterprise offering, continuing its coopetition with Microsoft. Then, an overview of Nvidia’s competitors.
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Arm’s F-1, Arm’s Risks, Arm’s Price
Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.
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Adyen Earnings, Adyen’s European Context, Adyen vs. Stripe
Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is
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Disney Earnings, A Split Disney?, ESPN’s Advertising
Disney’s earnings point to the importance of advertising going forward; that’s also the best argument for keeping Disney a conglomerate.