Tech takes from the cheap seats

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Big company problems, GenAI data moats and all-in on full self-driving
7 April 2024 | Issue #20 - Mentions $GOOG, $META, OpenAI, Perplexity, $TSLA
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Portsea Capital
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Undo Altman, Yipit brain, and is Microsoft unstoppable in AI?
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GenAI and Software TAMs, misalignment of investment horizons
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Shein's IPO, Apple squeezing suppliers, and more LLM/AI
 • Portsea Capital
1
Apple is behind in AI, more TikTok woes, and IT budget losers
24 March 2024 | Issue #19 - Mentions $AAPL, $GOOG, TikTok, $UMG, $META, $MSFT, $ACN
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Portsea Capital
Not all GenAI use cases are valuable yet, Google's moat and Mexican regulators against bundling
19 February 2024 | Issue #18 - Mentions $MSFT, $GOOG, OpenAI, $META, $NFLX, $AMZN, $MELI
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Portsea Capital
Shein's IPO, Apple squeezing suppliers, and more LLM/AI
3 December 2023 | Issue #17 - Mentions $HM.B, $ITX, $META, $GOOG, $AAPL, $MSFT, $AMZN
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Portsea Capital
1
Undo Altman, Yipit brain, and is Microsoft unstoppable in AI?
19 November 2023 | Issue #16 - Mentions $MSFT, $SE, $GOOG, $AAPL, $AMZN, $META
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Portsea Capital
1
WhatsApp's inflection, LLM network effects, and another Meta win
12 November 2023 | Issue #15 - Mentions $META, OpenAI, $AMZN
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Portsea Capital
Organisational structures, more AI costs, and Meta's 4D chess
5 November 2023 | Issue #14 - Mentions $SQ, $MSFT, $AMZN, $META
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Portsea Capital
Intel's woes, Is the future of GenAI LLMs or SLMs, TikTok's woes
29 October 2023 | Issue #13 - Mentions $NVDA, $MSFT, $INTC, $ARM, $INTU, $AMZN, $META, $NOW, $GOOG, TikTok, $SE, $GOTO
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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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