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(#67) Amazon has a Shein/Temu strategy; The decade of the Second China Shock; BlackRock just filed with the SEC to launch a tokenization…
OpenAI goes to Hollywood: business first
16 hrs ago
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(#67) Amazon has a Shein/Temu strategy; The decade of the Second China Shock; BlackRock just filed with the SEC to launch a tokenization fund; A whisky distillery with two Michelin stars in Scotland
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(#66) Boeing's brutal 2024; Brands go Direct; Deloitte's reorganisation; and Google DeepMind unveils Tactic AI: a football AI coach
Tech job seekers without AI skills face a new reality: lower salaries and fewer roles
Mar 21
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Sorin Anagnoste
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(#66) Boeing's brutal 2024; Brands go Direct; Deloitte's reorganisation; and Google DeepMind unveils Tactic AI: a football AI coach
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(#65) Apple's ever darling; TikTok will be banned eventually; Yann LeCun on AI in 2029; and P&G latest innovation
Scientists say they’re closer to reviving mammoths
Mar 14
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Sorin Anagnoste
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(#65) Apple's ever darling; TikTok will be banned eventually; Yann LeCun on AI in 2029; and P&G latest innovation
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(#64) Why Apple's car project failed; Huawei gets banned in Romania; Europe in 2024; Texas builds. Be like Texas!
Formula 1 became the 2nd most important sport in the world, after football (soccer)
Mar 7
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Sorin Anagnoste
2
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(#64) Why Apple's car project failed; Huawei gets banned in Romania; Europe in 2024; Texas builds. Be like Texas!
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February 2024
(#63) Apple stops its car project; NVIDIA fantastic year; Reddit files for IPO, on Roblox, and Japan is back!
We'll have fewer unicorns.
Feb 29
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Sorin Anagnoste
4
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(#63) Apple stops its car project; NVIDIA fantastic year; Reddit files for IPO, on Roblox, and Japan is back!
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(#62) Text-to-Video is here; Zuck against Apple; on Germany; and Steve Jobs on recruiting people
Geopolitics is not the only reason investors are leaving China, but is also much cheaper to produce in SE Asia
Feb 22
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Sorin Anagnoste
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(#62) Text-to-Video is here; Zuck against Apple; on Germany; and Steve Jobs on recruiting people
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(#61) The worst users come from referral programs, free trials, coupons, and gamification; OpenAI's next market; META's envy
Tesla has gained almost $9 billion from selling carbon credits since 2009
Feb 15
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Sorin Anagnoste
4
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(#61) The worst users come from referral programs, free trials, coupons, and gamification; OpenAI's next market; META's envy
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(#60) Vision Pro is an entertainment device; 10 years at Microsoft helm for S. Nadella; the magic behind META, and using AI de decrypt the…
Incumbents will always try to do the new thing a feature.
Feb 8
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Sorin Anagnoste
2
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(#60) Vision Pro is an entertainment device; 10 years at Microsoft helm for S. Nadella; the magic behind META, and using AI de decrypt the past
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(#59) Expected less iPhones sold in 2024; China's business strategy; Can GenAI do strategy?
Apple’s new rules for the App Store in the EU means weaponising the free apps
Feb 1
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Sorin Anagnoste
1
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(#59) Expected less iPhones sold in 2024; China's business strategy; Can GenAI do strategy?
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January 2024
(#58) More on Vision Pro; Google Circles; TikTok Search; Audi is dead; Meta's new focus;
An open secret: Apple is working around the clock on AI for its devices and services
Jan 25
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Sorin Anagnoste
2
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(#58) More on Vision Pro; Google Circles; TikTok Search; Audi is dead; Meta's new focus;
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(#57) Rabbit r1 at CES; OpenAI's aggregation dream; on Apple's discounts; "Social media is dead" by Snapchat's Evan Spiegel
Coinbase will be the most impacted by Bitcoin ETFs approval
Jan 18
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Sorin Anagnoste
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(#57) Rabbit r1 at CES; OpenAI's aggregation dream; on Apple's discounts; "Social media is dead" by Snapchat's Evan Spiegel
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(#56) Apple is launching Vision Pro; Xiaomi is in the EV business; CES 2024 is so-so
An interview with Cristiano Amon, Qualcomm’s CEO: “AI is ‘evolving very, very fast’ into mobile devices”.
Jan 11
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Sorin Anagnoste
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(#56) Apple is launching Vision Pro; Xiaomi is in the EV business; CES 2024 is so-so
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