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.
Meta and Amazon have made a deal that represents the major shift in the e-commerce landscape that has happened over the last four years, thanks to ATT and Amazon’s shift away from being an Aggregator.
Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.
Innovation required humility about the future and openness to what might be possible; Biden’s executive order proscribing AI development is the opposite, blocking progress and hindering the solutions to our greatest challenges.
Amazon’s cloud business doesn’t seem to have AI lift yet, but it’s early; then Amazon’s virtuous cycle in logistics ultimately is paid off with ads.
ESPN has released its financials, which show why they haven’t yet signed a new deal with the NBA. Amazon might bid, but the NBA’s product isn’t as compelling for streaming as it is for cable.
An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.
AI will make ambient computing possible, Zuckerberg talks AI with The Verge, and AWS is worried about falling behind.
The FTC is suing Amazon, and some of the complaints are compelling, but ultimately not convincing.
An interview with Doug O’Laughlin and Dylan Patel about Google, Nvidia, AWS, ASICS, AMD, and the current status of AI.