Business Models

Nvidia Earnings, Jensen Huang’s Defense, Training Versus Inference

Tuesday, May 30, 2023

Nvidia has blowout earnings, and a blowout valuation; CEO Jensen Huang laid out Nvidia’s bull case, but the company has motivated competitors elsewhere in the value chain.

An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation

Thursday, May 25, 2023

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An interview with Eric Seufert about Mobile Dev Memo’s new business model, the prospects for streamers building advertising business model, the potential for generative AI in advertising, along with the dangers of relying too much on marketing automation, and whether or not Meta figured out ATT. We also discuss Facebook Shops and Shopify, and the E.U.’s…

Windows and the AI Platform Shift

Wednesday, May 24, 2023

Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.

Meta’s Low E.U. ARPU, The Supreme Court and Section 230

Tuesday, May 23, 2023

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Meta makes a surprisingly small amount of money in the E.U., particularly on an ARPU basis; then, the Supreme Court signals strong support for Section 230

An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

Thursday, May 18, 2023

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An interview with me about my background, Aggregation Theory, AI, streaming, and more.

Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles

Tuesday, May 16, 2023

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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 I/O and the Coming AI Battles

Monday, May 15, 2023

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.

[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta

Wednesday, May 10, 2023

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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.

Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout

Tuesday, May 9, 2023

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Recent announcements from Amazon and Pinterest and Meta with regards to shops show how owning conversion is essential in a post-ATT world.

Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime

Monday, May 8, 2023

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Shopify is getting out of logistics, after a confusing four year journey for both the company and myself; now it has to figure out how to respond to Buy with Prime.

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Nvidia Earnings, Jensen Huang’s Defense, Training Versus Inference

Windows and the AI Platform Shift

An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles

Google I/O and the Coming AI Battles

[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta

Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout

Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips