Tech takes from the cheap seats

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

8 September 2024 | Issue #28 - Mentions $ADBE, $GOOG, $MSFT, $META, $NVDA, $AVGO

Sep 9, 2024 • 

Portsea Capital

15

July 2024

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

Jul 15, 2024 • 

Portsea Capital

7

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

Jul 8, 2024 • 

Portsea Capital

9

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

Jul 1, 2024 • 

Portsea Capital

7

June 2024

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

23 June 2024 | Issue #24 - Mentions $NVDA, $MSFT, $ACN, $AAPL, $BKNG, $META

Jun 24, 2024 • 

Portsea Capital

12

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

Jun 3, 2024 • 

Portsea Capital

9

May 2024

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

27 May 2024 | Issue #22 - Mentions $BABA, $BIDU, $META, $MSFT, xAI

May 27, 2024 • 

Portsea Capital

2

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

May 20, 2024 • 

Portsea Capital

6

April 2024

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

7 April 2024 | Issue #20 - Mentions $GOOG, $META, OpenAI, Perplexity, $TSLA

Apr 7, 2024 • 

Portsea Capital

7

4

March 2024

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

Mar 24, 2024 • 

Portsea Capital

4

February 2024

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

Feb 19, 2024 • 

Portsea Capital

2

December 2023

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

3 December 2023 | Issue #17 - Mentions $HM.B, $ITX, $META, $GOOG, $AAPL, $MSFT, $AMZN

Dec 3, 2023 • 

Portsea Capital

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