Tech takes from the cheap seats

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AWS (AI) Summit highlights, Temu and Amazon converging, and robotaxi adoption
14 July 2024 | Issue #27 - Mentions $AMZN, $CRM, $ZI, $PDD, $AAPL, $PYPL, $BIDU, $UBER
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Portsea Capital
1
Hyperscalers forced to play chicken, not all AI revenue is equal and EU regulations
8 July 2024 | Issue #26 - Mentions $AMZN, $MSFT, $ACN, $META, Shein, $PDD
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Portsea Capital
Another chatbot, economics of LLMs and Amazon's confusing battle with PDD
30 June 2024 | Issue #25 - Mentions $AAPL, $META, $GOOG, $MSFT, OpenAI, $AMZN, $PDD
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Portsea Capital
Only the paranoid survive, Accenture leading AI sales, and consumer AI strategy
23 June 2024 | Issue #24 - Mentions $NVDA, $MSFT, $ACN, $AAPL, $BKNG, $META
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Portsea Capital
2
What's really happening in software, ad saturation, and TikTok pulling back
2 June 2024 | Issue #23 - Mentions $CRM, $MSFT, $MDB, $VEEV, $PYPL, $AMZN, $GOOG, TikTok
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Portsea Capital
Competition in China, more monetisation in AI, and the AI startup funding cycle
27 May 2024 | Issue #22 - Mentions $BABA, $BIDU, $META, $MSFT, xAI
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Portsea Capital
Google's very much alive, approaches to monetising AI, and Apple's tough spot
19 May 2024 | Issue #21 - Mentions $GOOG, $AMZN, $BABA, $BIDU, $TCEHY, $MSFT, $AAPL
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Portsea Capital
Tech takes from the cheap seats
Tech takes from the cheap seats
In-depth analysis and thought-provoking insights covering the technology and consumer internet sectors from the lens of a public markets investor
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Tech takes from the cheap seats

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