Amazon sold close to $40bn of advertising last year - bigger than Prime, bigger than the entire global newspaper industry and probably more profitable than AWS. But is this really advertising, rent, or something else? And what does that mean for Google?
Read MoreThe wave of enthusiasm around generative networks feels like another Imagenet moment - a step change in what ‘AI’ can do that could generalise far beyond the cool demos. What can it create, and where are the humans in the loop?
Read MoreYour boss wants a metaverse strategy, but what would that be, and what does metaverse even mean? If we strip away the noise, what can we say about this, and what can we predict?
Read MoreFor some companies, revenue is a feature.
Read MoreThe US is fundamentally rethinking its approach to regulating competition, and M&A, and tech, and big tech buying startups. The FTC’s attempt to block Meta from buying Within is a test case for all of this. So, how many interesting problems can we count?
Read MoreThe Covid Rotation turns, and ecommerce penetration is back to the trend line. But which trend line, and which penetration?
Read MoreData is the new oil, we are told. Every country needs a data strategy, and all of us should own our data, and be paid for it. But really, there is no such thing as data, it’s not yours, and it’s not worth anything.
Read MoreAmazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets go, where does rent go, and how many brands will there be?
Read MoreSometimes the centre of gravity in tech is very clear, but as we enter 2022 there are lots of areas where trillion dollar questions are wide open. These are the questions I wonder about today, from crypto to cars to fast fashion - there are others.
Read MoreEmail newsletters unlocked a new way to pay for content, but is this a tool or a network? You can write all you like, but how do you get readers? And is the take rate 10% or 90%?
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