Archives
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Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol.
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AI and the Human Condition
AI might replace all of the jobs; that’s only a problem if you think that humans will care, but if they care, they will create new jobs.
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An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy
An interview with Rivian founder and CEO RJ Scaringe about starting a car company, scaling, and building for an autonomous future.
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Netflix and the Hollywood End Game
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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Google, Nvidia, and OpenAI
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
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Robotaxis and Suburbia
Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.
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An Interview with Michael Morton About AI E-Commerce
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — and a big opportunity for Walmart and Shopify.
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Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix
Walmart joins ChatGPT Instant Checkout; will Amazon be next? Then, Spotify and Netflix form the anti-YouTube alliance.
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OpenAI’s Windows Play
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.