Amazon's $40B advertising business
Another Podcast12 Mars 2023

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, or something else? And what does that mean for Google?

Blog post and charts

Avsnitt(94)

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 Okt 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 Okt 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?

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Threads

Threads

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

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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 Juni 202344min

Apple Vision

Apple Vision

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

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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

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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 Apr 202334min

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