Software as a Service
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Amazon Earnings, The Logistics Virtuous Cycle, Amazon Aggregator Ads
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.
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Unity’s Business Model Change, Unity’s Strategy, Unity Leadership Questions
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.
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Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
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Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
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An Interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey
An interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey about Palantir’s mission, operating system, and AI opportunity
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An Interview with Vercel Founder Guillermo Rauch
An interview with Vercel Founder Guillermo Rauch about Next.js, Vercel, and building the front-end cloud.
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Microsoft Office AI, Copilot and Tech’s Two Philosophies, Business Chat and Appropriate Fear
Microsoft just delivered the most compelling AI demo yet with its Office Copilots and Business Chat; Silicon Valley should wake up to the threat this new Microsoft represents.
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An Interview with Deel Co-Founder and CEO Alex Bouaziz
An interview with Deel co-founder and CEO Alex Bouaziz about Deel’s growth, business model, the impact of COVID, having to get good at terminations, and the power of founder-market fit, plus the larger trends in terms of remote work and its long-term implications that Deel’s model takes advantage of.