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?

Episoder(96)

Google's Antitrust case

Google's Antitrust case

A quarter century after 'don't be evil', a judge has found that Google is abusing its monopoly in search. But no-one knows what happens next, and whether this ruling will change anything. Will Apple b...

19 Aug 202437min

The AI summer

The AI summer

As we go into the summer, we know a lot more about generative AI than we did six or nine months ago - or at least, we have better questions.

1 Jul 202437min

Looking for AI use-cases

Looking for AI use-cases

Generative AI is the thing, and all new software will be built around it. But while everyone is experimenting and some people are getting huge value out of ChatGPT or Midjourney right now, others have...

1 Apr 202431min

Tiktok, Apple and Temu

Tiktok, Apple and Temu

Will the US finally break up Tiktok? Will the EU break up the App Store? And why does Temu want to keep your orders under $800?

13 Mar 202434min

Google Gemini and AI bias

Google Gemini and AI bias

Are there questions that an AI chatbot shouldn't answer? Should it always give the 'right answer'? Are you sure? Google has egg on its face this week, but this isn't easy, and with generative AI, we'r...

3 Mar 202432min

Breaking and remaking media

Breaking and remaking media

We’re past peak TV, the charts are curving down, and Hollywood is pretty sure that streaming was a bad idea. On the other hand, music is growing strongly and might even end up bigger than CDs. Why hav...

16 Feb 202439min

Apple's Vision Pro

Apple's Vision Pro

Yes, we bought one. What’s it like and what can we say that we didn’t say last summer? What has Apple built, what is it for, what does it mean for Meta, and why does it cost $3,500?

8 Feb 202430min

What's your AI strategy?

What's your AI strategy?

Everyone needs an AI strategy (there was an email from the CEO!) but what would that mean? How does a big company work out how to deploy a new technology? How is this the same as every other platform ...

29 Jan 202434min

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