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.

Apple Earnings, Shopify Earnings

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.

Google Earnings, Microsoft Earnings, AI Leverage

Google’s ad business looks good, but the cloud is slowing; Microsoft’s results suggest that is because the latter is winning in AI.