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.
More updates on the OpenAI saga, including the problematic board. Then, Microsoft unveils new chips, and is creating an AI platform that looks a lot like Microsoft’s other platforms.
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
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.
Disney’s earnings reveal the plan for Disney 3.0; it’s a plan that makes sense, and sports still plays a role.
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.
An interview with WFAN’s Spike Eskin about the radio business, how it is different than podcasts, and how stars are made on the Internet.
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.
Meta’s crushed earnings again, but some of the company’s recovery over the last year should be attributed to Temu and Shein subsidies.
Google’s ad business looks good, but the cloud is slowing; Microsoft’s results suggest that is because the latter is winning in AI.