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.
An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference
An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Google I/O and the Coming AI Battles
Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.
An Interview with Qualcomm CEO Cristiano Amon
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta
Meta open-sourced another model: is there any differentiation in closed source? Plus, why Meta and Apple can never escape each other, but why Meta might want to cut out Amazon.
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.
Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime
Shopify is getting out of logistics, after a confusing four year journey for both the company and myself; now it has to figure out how to respond to Buy with Prime.
Facebook Earnings, Generative AI and Messaging Monetization, Open Source and AI
Meta’s earnings showed that all of Meta’s Myths were, in fact, myths. Plus, how LLMs can benefit Meta ad products, and why Meta might open source more AI models.