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
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 recent fines on Meta.
Windows and the AI Platform Shift
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
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
Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout
Recent announcements from Amazon and Pinterest and Meta with regards to shops show how owning conversion is essential in a post-ATT world.
Apple, Epic, and the Court of Appeals; Apple’s Federal Victory; Epic’s California Win
Apple seems to have won the Appeals Court case in the Epic antitrust lawsuit, but there was a meaningful victory for developers when it comes to the App Store’s anti-steering provision.
BuzzFeed Shutters News, Startups and the R&D Tax Credit
BuzzFeed finally pulls the plug on news; fortunately I already wrote a mea culpa. Then, a little-known tax change is a big problem for tech startups in particular.
[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs
OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.
ChatGPT Gets a Computer
It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.
An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia’s new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.