Advertising
The most important business model for consumers.
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The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
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Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside
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Google is in hot water again, this time for ads placed against objectionable content. However, ad agencies and brands are just as responsible, and can no longer live in the past.
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Facebook has long had too much power, but Mark Zuckerberg’s expressed willingness to use said power for political ends means it’s time to consider countermeasures.
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Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.
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An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros. acquisition.
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Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram
OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones.
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Disney and OpenAI, Totems in an AI World, Google Versus the World
Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google.
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OpenAI Code Red, AWS and Google Cloud Networking
OpenAI is declaring code red and doubling down on ChatGPT, highlighting the company’s bear case. Then, AWS makes it easier to run AI workloads on other clouds.
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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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Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing
Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company’s margins should be safe if power is the limiting factor.