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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 Threa…
2 years, 8 months ago
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 Twitt…2 years, 8 months ago
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 cha…
2 years, 8 months ago
(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’…
2 years, 8 months ago
(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 …
2 years, 8 months ago
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 dir…
2 years, 9 months ago
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…
2 years, 9 months ago
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 canc…
2 years, 9 months ago
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 Microso…
2 years, 9 months ago
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 a…
2 years, 9 months ago