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Fri. 07/21 – Reddit Doesn’t Blink
Reddit is choosing violence with their biggest holdouts. More data on the ebbing of Threads usage. AI seems to be bringing Sergey Brin back into the o...
Thu. 07/20 – An Apple GPT
Rumors that Apple already has an LLM framework and their own generative chatbot. Google is shopping an AI bot that can write news stories to various j...
Wed. 07/19 – More Proof The Big Folks Are Winning AI (For Now)
Microsoft announced aggressive pricing for their AI products and got rewarded with an all-time high stock market valuation. More price aggression in t...
Tue. 07/18 – Checking In With Threads
It’s been… two weeks. Let’s check in on how Threads is doing. Streaming players continue to raise prices. Microsoft still plans on fighting for its pr...
Mon. 07/17 – Sony And Microsoft Stop Fragging Each Other Over Call Of Duty
Sony and Microsoft have made nice. Bitcoin ETFs continue to look like a possibility. How the Vision Pro is shaking up Apple’s org structure in a meani...
Fri. 07/14 – Twitter Starts Showing People The Money
Elon has made good on his promise to share ad revenue with some big Tweeters. The fact that you can’t use Threads in Europe continues to be weird. Met...
Thu. 07/13 – Elon Launches An AI Company
Elon has launched his own AI company with some pretty big names involved. The FTC will appeal! Roblox is coming to Zuckerberg’s metaverse. Meta does p...
Wed. 07/12 – Microsoft Wins Big In The FTC Case
A big win for Microsoft leads critics of FTC chair Lina Khan to come out of the woodwork. Anthropic has released its Claude 2 chatbot. Say hello to th...
Tue. 07/11 – A Meaningful Anti-Tracking Law
Could Massachusetts pass the first meaningful anti-tracking law in the country? With social media in transition, what’s the lane for someone like Tumb...
Mon. 07/10 – Evernote Deadpool?
Time to get worried about your Evernote files. Looks like Meta won’t have to leave the EU. OpenAI has a new product that people are raving about. More...
Fri. 07/07 – I’ve Never Seen Anything Like Threads
It’s been my job for over a decade now to analyze the competitive landscape of the tech industry, and I’ve simply never seen anything like what Thread...
Thu. 07/06 – Uh, Did Threads Just Win?
There’s only one story today. Threads. Threads. Threads. Has Threads already won? Links: Meta launches Instagram Threads in a direct challenge to Tw...
Wed. 07/05 – Twitter Chaos: The Real Fireworks
Chaos at Twitter emphatically did NOT take the 4th of July weekend off. Instagram’s Twitter clone looks like it’s going to take advantage of this chao...
(IHP) Amazon's Founding Part 2
Originally published April 2015 It’s part two of our Amazon founding story. How did Amazon come to completely dominate e-commerce? How did Jeff Bezos’...
(IHP) Amazon's Founding Part 1
Originally published February 2015. Finally, the long-promised foray into e-commerce, starting with… not the first… but practically the first… player...
Fri. 06/30 – Apple $3T?
Second time the charm for Apple to close above $3 trillion? Google says it will remove news links in Canada. Meta will allow you to download apps dire...
Thu. 06/29 – Big Interesting (AI) Raises
Satya Nadella had his day in court. Looks like the FTC is finalizing its big case against Amazon. YouTube has advertisers asking for refunds. Big new...
Wed. 06/28 – Who Needs A Mac Pro?
Even in bankruptcy, even FTX is like, maybe we’ll hold on to these AI investments. Could Windows itself become a fully cloud product? Has Google cance...
Tue. 06/27 – What If OpenAI Did Its Own Copilot?
Checking in with the FTC vs. Microsoft case. Checking in with the effort to recover funds from FTX. What if OpenAI did its own Copilot? Would Microsof...
Mon. 06/26 – The M&A Deluge In AI Begins
Well, this AI moment is only about 6 months old, but it looks like the mergers and acquisitions are beginning in earnest. Wait, we’re still worried ab...
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