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 Mar 202331min
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 Feb 202334min
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 Feb 202335min
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 Jan 202334min
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 Des 202241min
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 Des 202238min
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 Des 202240min
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 Nov 202230min
