Customer Acquisition – Page 6 – Stratechery by Ben Thompson

Nvidia On the Mountaintop

Monday, August 28, 2023

Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill.

An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift

Thursday, August 17, 2023

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An interview with Eugene Wei about Elon Musk’s critical mistake with Twitter, the questionable prospects for Threads, and what Taylor Swift and other communal experiences say about the commoditization wrought by technology.

Threads and the Social/Communications Map

Tuesday, July 11, 2023

Understanding Threads and its threat to Twitter means understanding the current landscape of social media.

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.

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.

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.

The Unified Content Business Model

Tuesday, May 2, 2023

Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.

The Phoenix Suns Go Over-the-Air, Fans and Franchise Valuation, Attention and Customer Acquisition

Monday, May 1, 2023

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The Phoenix Suns are skipping RSN’s and broadcasting games over the air; this is the smartest thing an NBA team has done since the Internet came around.

An Interview with Replika Founder and CEO Eugenia Kuyda

Thursday, April 20, 2023

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An interview with Replika founder and CEO Eugenia Kuyda about relationship AI, what actually matters for consumers when it comes to chatbots, and the Replika risks and risqué.

iPhone 18 Pro

iPhone 18 Pro

(Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China Question

(Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

Salesforce AI Force, Agents as UI, The Race to Headless

OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay

iPhone 18 Pro

(Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China Question

(Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

An Interview with OpenAI President Greg Brockman About Astra and Alignment

An Interview with Figma CEO Dylan Field About Design and AI