More on AWS:reInvent, as the day’s second keynote focused primarily on AI. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider.
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.
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.
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.
John Riccitiello is out as Unity’s CEO, but the circumstances of his exit may have done the company a favor. Then, Microsoft finally owns Activision, and the outlines of the deal are a win for everyone except the FTC.
Unity announced a sudden change to its business model. It makes some sense, but the implementation and communication were terrible, which is becoming a pattern.
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
An interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey about Palantir’s mission, operating system, and AI opportunity
An interview with Vercel Founder Guillermo Rauch about Next.js, Vercel, and building the front-end cloud.