YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.
Meta open-sourced another model: is there any differentiation in closed source? Plus, why Meta and Apple can never escape each other, but why Meta might want to cut out Amazon.
Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.
The UK blocks Microsoft’s Activision acquisition using a market definition that makes no sense; then, Google and Microsoft’s earnings both talked about AI, but the discussion was more favorable to Microsoft
An interview with Replika founder and CEO Eugenia Kuyda about relationship AI, what actually matters for consumers when it comes to chatbots, and the Replika risks and risqué.
An interview with Daniel Gross and Nat Friedman about the AI product explosion, OpenAI’s emergence as a consumer tech company, Microsoft’s aggressiveness, open source and Apple, and both the risks and opportunities of AI.
The Replit-Google deal is an obvious one for Replit, but it’s much more important than Google — who didn’t go far enough. Then, Musk’s latest Twitter idea makes no sense.
An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia’s new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.
A slew of AI announcements are dropping this week, but the news that large language models can be run locally might be the biggest news of all.