First, the theoretical case for why Meta’s approach to VR is more likely to succeed, then, which companies should acquire TikTok
An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
The Status of Just Walk Out, TSMC Gets CHIPS Act Grant
Amazon’s “Just Walk Out” technology is being scaled back, but it’s not a total failure. Then, the CHIPS Act seems to be doing its job.
Mistral, Microsoft’s Investment, Generative AI and Customer Support
Mistral is building foundational models in Europe, but Microsoft’s investment is a reminder that GPU is still the point of leverage. Then, customer support is an obvious AI use case that is already gaining traction.
An Interview with Eric Seufert About Meta at the Top
An interview with Eric Seufert about Meta’s blowout quarter and where the company goes next, anxiety about Google search, and Apple’s fight with developers and regulators
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
Amazon and Diamond Sports, Netflix and WWE
Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.
An Interview with Michael Nathanson About a Tumultuous Year in Media
An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.
AWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
More on AWS:reInvent, as the day’s second keynote focused primarily on AI. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider.
AWS:reInvent, Serverless and the Smiling Curve, AI Services
The opening keynote at AWS:reInvent was about serverless, which is a technical manifestation of how the Internet leads to smiling curves. Plus, AWS’s CEO comments on OpenAI.