Podcast Episodes
Back to SearchAmazon's $40B advertising business
Season 4 Episode 4
Amazon sold close to $40bn of advertising last year - bigger than Prime, bigger than the entire global newspaper industry and probably more profitabl…
2 years, 11 months ago
ChatGPT versus Google
Season 4 Episode 3
Microsoft thinks (or says) that Generative ML will reset the search market, unlocking Google's market share and collapsing those 60% operating margin…
3 years ago
Generative search
Season 4 Episode 2
What would generative search mean? Generative video? Indeed, Generative products? Last week we talked about how ChatGPT, LLMs and generative ML work …
3 years ago
Generative AI
Season 4 Episode 1
The wave of enthusiasm around ChatGPT and generative AI feels like another Imagenet moment - a step change in what ‘AI’ can do that could generalise …
3 years, 1 month ago
Why are chips interesting again?
Season 3 Episode 27
Chips have always been the foundation of tech, but the rest of us didn't need to pay much attention - stuff just got faster every year. But now there…
3 years, 2 months ago
No Soup for You! Regulating tech M&A
Season 3 Episode 26
Within and Activision, but also PA Semi and Android - how do we think about big tech buying stuff, and why is it hard for regulators?
3 years, 2 months ago
ChatGPT and the Imagenet Moment
Season 3 Episode 25
When machine learning started really working, back in 2012-13-14, the demos were amazing, but it wasn't immediately obvious how universal the applica…
3 years, 2 months ago
All the other things happening in tech part 1.
Season 3 Episode 24
What does Anker have to do with Mr Beast, Amazon ads or Aesop? A chat about unbundling ecommerce and building brands in a world of infinite media.
3 years, 3 months ago
The FTX face-palm
Season 3 Episode 23
What can we say about a ‘crypto’ crash if we’re not crypto people, nor Wall Street people? How much does it matter?
3 years, 3 months ago
How many metaverses?
Season 3 Episode 22
Every now and then, big company CEOs all read the same tech trends piece and send the same email - "what's our strategy for this?!" And in 2022, ther…
3 years, 4 months ago