Tech takes from the cheap seats

Outcome based pricing in software, the price of God, and nobody likes Nvidia part III

AWS (AI) Summit highlights, Temu and Amazon converging, and robotaxi adoption

Hyperscalers forced to play chicken, not all AI revenue is equal and EU regulations

Another chatbot, economics of LLMs and Amazon's confusing battle with PDD

Only the paranoid survive, Accenture leading AI sales, and consumer AI strategy

What's really happening in software, ad saturation, and TikTok pulling back

Competition in China, more monetisation in AI, and the AI startup funding cycle

Google's very much alive, approaches to monetising AI, and Apple's tough spot

Big company problems, GenAI data moats and all-in on full self-driving

Apple is behind in AI, more TikTok woes, and IT budget losers

Not all GenAI use cases are valuable yet, Google's moat and Mexican regulators against bundling

Shein's IPO, Apple squeezing suppliers, and more LLM/AI