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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
4 hrs ago
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Portsea Capital
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Google's very much alive, approaches to monetising AI, and Apple's tough spot
techtakes.substack.com
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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
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Portsea Capital
6
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Big company problems, GenAI data moats and all-in on full self-driving
techtakes.substack.com
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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
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Portsea Capital
4
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Apple is behind in AI, more TikTok woes, and IT budget losers
techtakes.substack.com
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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
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Portsea Capital
2
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Not all GenAI use cases are valuable yet, Google's moat and Mexican regulators against bundling
techtakes.substack.com
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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
6
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Shein's IPO, Apple squeezing suppliers, and more LLM/AI
techtakes.substack.com
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November 2023
Undo Altman, Yipit brain, and is Microsoft unstoppable in AI?
19 November 2023 | Issue #16 - Mentions $MSFT, $SE, $GOOG, $AAPL, $AMZN, $META
Nov 19, 2023
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Portsea Capital
7
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Undo Altman, Yipit brain, and is Microsoft unstoppable in AI?
techtakes.substack.com
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WhatsApp's inflection, LLM network effects, and another Meta win
12 November 2023 | Issue #15 - Mentions $META, OpenAI, $AMZN
Nov 12, 2023
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Portsea Capital
4
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WhatsApp's inflection, LLM network effects, and another Meta win
techtakes.substack.com
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Organisational structures, more AI costs, and Meta's 4D chess
5 November 2023 | Issue #14 - Mentions $SQ, $MSFT, $AMZN, $META
Nov 5, 2023
•
Portsea Capital
4
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Organisational structures, more AI costs, and Meta's 4D chess
techtakes.substack.com
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October 2023
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
Oct 29, 2023
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Portsea Capital
3
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Intel's woes, Is the future of GenAI LLMs or SLMs, TikTok's woes
techtakes.substack.com
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Layoffs aren’t over, Chinese AI, and Ad struggles are Reel
22 October 2023 | Issue #12 - Mentions $MSFT, $GOOG, $NVDA, $BIDU, $META, Tiktok, $AMZN
Oct 22, 2023
•
Portsea Capital
3
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Layoffs aren’t over, Chinese AI, and Ad struggles are Reel
techtakes.substack.com
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Ecomm volumes, profits (or lack thereof) in GenAI and Temu's philosophy
15 October 2023 | Issue #11 - Mentions $UPS, $FDX, $AMZN, $MSFT, $ADBE, $ZM, $TEAM, $PDD, $3690
Oct 15, 2023
•
Portsea Capital
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Ecomm volumes, profits (or lack thereof) in GenAI and Temu's philosophy
techtakes.substack.com
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No one likes Nvidia, nuclear datacenters, and more search engine wars
8 October 2023 | Issue #10 - Mentions $GOOG, $AMZN, $NVDA, $MSFT, $META, $AAPL, $SPOT
Oct 8, 2023
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Portsea Capital
3
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No one likes Nvidia, nuclear datacenters, and more search engine wars
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