The end of the network effect

The end of the network effect

OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experiences that haven’t been invented yet, and it can’t invent all of those itself. What’s the plan?

Jaksot(96)

AI and Everything Else

AI and Everything Else

Every year, Benedict produces a big presentation exploring macro and strategic trends in the tech industry. Here are some of the key takeaways from this year's presentation - AI, and everything else.P...

17 Joulu 202335min

LLMs, links, and the death of links

LLMs, links, and the death of links

We spent the last 30 years building structures on top or instead of the raw links of the web, from Google to TikTok… but now LLMs might read all the links for us.

29 Loka 202330min

Bundling/Unbundling AI

Bundling/Unbundling AI

ChatGPT and LLMs can do anything (or look like they can), so what can you do with them? How do you know? Do we move to chat bots as a magical general-purpose interface, or do we unbundle them back int...

22 Loka 202337min

The magic customer

The magic customer

A conversation with Leonard Brody, Co-Founder and Executive Chairman of Caravan. How do you build brands and consumer products in a world of infinite choice and infinite media? And how does celebrity ...

15 Loka 202358min

Unbundling ChatGPT

Unbundling ChatGPT

Nine months on, everyone is still trying to understand where ChatGPT will go, but one big question for us: how is this useful, for us, today? What's the product? How does this get unbundled?

17 Elo 202324min

Threads

Threads

What is Threads? A Twitter that doesn't suck? Something else? Could it work?

21 Heinä 202342min

Vision Pro, two weeks on

Vision Pro, two weeks on

Two weeks after Apple showed us the Vision Pro - what have they built, what is it for, what does it mean for Meta, and why does it cost $3,500? Check back in 2025.Apple's product pages (watch some of ...

18 Kesä 202344min

Apple Vision

Apple Vision

Apple does VR. We watched. We took pictures. We talk about it.

5 Kesä 202328min

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