Sitemap - 2023 - Tech takes from the cheap seats
Shein's IPO, Apple squeezing suppliers, and more LLM/AI
Undo Altman, Yipit brain, and is Microsoft unstoppable in AI?
WhatsApp's inflection, LLM network effects, and another Meta win
Organisational structures, more AI costs, and Meta's 4D chess
Intel's woes, Is the future of GenAI LLMs or SLMs, TikTok's woes
Layoffs aren’t over, Chinese AI, and Ad struggles are Reel
Ecomm volumes, profits (or lack thereof) in GenAI and Temu's philosophy
No one likes Nvidia, nuclear datacenters, and more search engine wars
Google's moat being questioned, and cloud pyramid schemes
Growth's back on the menu, and so is M&A?
More GenAI datapoints, Shopify frenemies, EU vs Big Tech
GenAI and Software TAMs, misalignment of investment horizons
On a long enough timeframe, everything's an ecommerce business, stablecoins and AI
Shower thoughts on Threads, ecomm and travel comps
More cloud capex, and consumer strength?
Pricing, AI and Nvidia over-earning?