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)

Generative search

Generative search

What would generative search mean? Generative video? Indeed, Generative products? Last week we talked about how ChatGPT, LLMs and generative ML work - now, what might they mean.

6 Helmi 202335min

Generative AI

Generative AI

The wave of enthusiasm around ChatGPT and generative AI feels like another Imagenet moment - a step change in what ‘AI’ can do that could generalise far beyond the cool demos. But - it makes things up...

30 Tammi 202334min

Why are chips interesting again?

Why are chips interesting again?

Chips have always been the foundation of tech, but the rest of us didn't need to pay much attention - stuff just got faster every year. But now there are actual real, big, interesting structural chang...

19 Joulu 202241min

No Soup for You! Regulating tech M&A

No Soup for You! Regulating tech M&A

Within and Activision, but also PA Semi and Android - how do we think about big tech buying stuff, and why is it hard for regulators?

11 Joulu 202238min

ChatGPT and the Imagenet Moment

ChatGPT and the Imagenet Moment

When machine learning started really working, back in 2012-13-14, the demos were amazing, but it wasn't immediately obvious how universal the applications would be. The same with Generative AI now - n...

5 Joulu 202240min

All the other things happening in tech part 1.

All the other things happening in tech part 1.

What does Anker have to do with Mr Beast, Amazon ads or Aesop? A chat about unbundling ecommerce and building brands in a world of infinite media.

29 Marras 202230min

The FTX face-palm

The FTX face-palm

What can we say about a ‘crypto’ crash if we’re not crypto people, nor Wall Street people? How much does it matter?

18 Marras 202230min

How many metaverses?

How many metaverses?

Every now and then, big company CEOs all read the same tech trends piece and send the same email - "what's our strategy for this?!" And in 2022, there were a lot of "metaverse?!" emails. But what does...

31 Loka 202232min

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