2024
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An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
An interview with dLocal founder Sebastian Kanovich and CEO Pedro Arnt about growing a payments business in emerging markets.
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Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t
Microsoft is acquiring Inflection AI in everything but name, which makes everything about this deal very strange.
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Nvidia Waves and Moats
Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.
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Apple Releases AI Research Paper, Apple + Gemini?
Apple releases a new paper about AI, while there are rumors the company might partner with Google to offer Gemini in iOS; both make sense for Apple’s strategic position.
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An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
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Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio
Walmart is focused on building an advertising business, and acquiring a TV maker makes perfect sense in that regard.
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Apple Fined by European Commission, Apple’s Spotify Press Release, Apple Revokes Epic’s Developer Account (Again)
Apple’s response to their European Commission fine and their (re)suspension of Epic’s developer account suggest that the company truly believes they own nothing to developers.
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Elon Musk vs. OpenAI, OpenAI’s Response, OpenAI’s Foundational Problem
Elon Musk is suing OpenAI; he probably won’t win, because there wasn’t a contract to be breached, but the lawsuit does highlight how far OpenAI is from the non-profit it started as.