Product Management
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ChatGPT Pro, o1 Pro, Sora
OpenAI is now offering ChatGPT Pro for $200/month, along with the full release of its o1 model. It also released Sora, its video generation model. The usefulness will depend on the individual.
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AWS re:Invent, Nova and Model Choice, AI as Commodity
AWS’ re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special.
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Netflix’s Boxing Event, Customer Acquisition vs. Churn Mitigation, Accounting for Events
The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer acquisition and churn mitigation.
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An Interview with Salesforce CEO Marc Benioff about AI Abundance
An interview with Salesforce Founder and CEO Marc Benioff about founding Salesforce, building an enterprise platform, and why that puts Salesforce in the best position to build AI agents.
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Netflix Earnings, Netflix Maintenance, Netflix’s Venture Model
Netflix’s margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its lead, thanks to getting to scale first.