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)

Working out AI questions

Working out AI questions

We don't know what generative AI will be (or what will happen next week), but we're starting to work out what questions to ask

1 Touko 202338min

Buzzfeed News, Reddit and OpenAI

Buzzfeed News, Reddit and OpenAI

Buzzfeed News dies just as Reddit and Stack Overflow say they'll charge LLMs to train on their data. Who owns content and how does distribution work in an LLM age? Are those the right questions? What ...

24 Huhti 202334min

Metaverse and crypto - beyond the BS

Metaverse and crypto - beyond the BS

Crypto crashed, metaverse was silly, and now we know that generative AI is the future of everything. Right? Well, sort of. But though the hype has moved on, the reasons web3 and VR were interesting ha...

16 Huhti 202338min

AI, copyright and collective knowledge

AI, copyright and collective knowledge

If you spend an hour typing prompts into MidJourney, who owns the result? There are easy answers to this, but they're probably wrong - these are new questions with new puzzles, much like radio, photog...

2 Huhti 202329min

GPT-4 is here, now what?

GPT-4 is here, now what?

Generative machine learning is moving so fast it's impossible to keep up. What questions can we ask about GPT4, before everything changes again next week?

27 Maalis 202339min

The right questions to ask about TikTok

The right questions to ask about TikTok

The 'ban it' snowball is getting bigger and bigger, but what problem are we solving - privacy, or propaganda? How does this scale to all the other Chinese apps? And meanwhile, how well do we pay atten...

20 Maalis 202340min

Amazon's $40B advertising business

Amazon's $40B advertising business

Amazon sold close to $40bn of advertising last year - bigger than Prime, bigger than the entire global newspaper industry and probably more profitable than AWS. But is this really advertising, rent, o...

12 Maalis 202331min

ChatGPT versus Google

ChatGPT versus Google

Microsoft thinks (or says) that Generative ML will reset the search market, unlocking Google's market share and collapsing those 60% operating margins. Really? What would that mean?

12 Helmi 202334min

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