Events
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Microsoft Earnings, Copilot and CapEx, Pichai on Risk
Microsoft’s earnings were all about the long-term risk of the AI buildout and the importance of building AI-driven products.
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Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem
Google’s earnings continue to suggest that Search is fine, while YouTube benefits from linear TV’s self-immolation. It’s the web that is showing signs of suffering from AI.
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Netflix Earnings, The Status of Netflix Advertising
Netflix’s earnings emphasize that the company wants to dominate subscription-based streaming, and that that means it won’t necessarily dominate advertising.
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Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance
Apple deserves special scrutiny from regulators, and Paramount demonstrates Hollywood’s commitment to irrationality.
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An Interview with Marques Brownlee (MKBHD) About Being a YouTube Star
An interview with YouTuber Marques Brownlee (MKBHD) about building a massively successful YouTube channel by keeping viewers the top priority.
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An Interview with Scale AI CEO Alex Wang About the Data Pillar for AI
An interview with Scale AI founder and CEO Alex Wang about why data is one of the pillars in AI, and why Scale AI is best-positioned to drive advancements in AI via data.
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An Interview with Daniel Gross and Nat Friedman About Apple and AI
An interview with Danial Gross and Nat Friedman about Apple’s impressive WWDC keynote, whether or not we are in a bubble, and the future outlook for AI.
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[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
Apple’s WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept Apple’s terms.
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An Interview with AMD CEO Lisa Su About Solving Hard Problems
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.