Interesting to see the evolution of Apple's new mixed-reality device from our reporting 2.5 years ago today. Not much has changed.
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SCOOP: Sequoia + Brookfield-backed NEXT Trucking is searching for buyers, according to a pitch deck I reviewed and people familiar with the matter.
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Thousands converged on San Francisco this week for a 200-event “SF Tech Week” extravaganza that attempted to answer the question: Wait, but isn’t every week tech week in San Francisco?
ft. a16z, Ali Wong, and so so much AI, my dispatch from SF Tech Week:
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I hesitate to give this item more attention, but anyone who draws the conclusion that the old white guys who have marginal new projects are winning or worth paying homage to has not been paying attention in media. Smart people: think harder.
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One of the most interesting part of the data is which cloud vendor each company is using. I love that our team reports such important details. The pattern was not as I expected.
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We were having trouble keeping track of all the important new AI startups so we built this tool. Great work by
and team.
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I was wondering when websites would try to "game" AI chatbots for traffic. It's here!
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. & other VC-funded fintechs are ~not~ the high-margin businesses they thought they would be.
theinformation.com/articles/chime
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This seems spot on to me,
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Best articulation of the impact AI will have on media that I’ve seen yet
From @JimVandeHei :
axios.com/2023/05/26/fut
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New details on Chime’s financials, products the company’s testing, and internal estimates of fraud w/
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There is a new sheriff in town, cutting off a big source of liquidity to wealth Silicon Valley techies.
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One of the best things about running right now is sometimes you wake up and read a definitive piece like this (and had nothing to do with it!)
on how MSFT swallowed its pride/ worked w/ OpenAI while pursuing its own work.
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Building on top of the same tech platforms is going to have the same bad biz results. The key is (always) differentiation. Publishers have a hard time seeing what is TRUE differentiation that will build meaningful consumer loyalty over time.
More here
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Building on top of the same tech platforms is going to have the same bad biz results. The key is (always) differentiation. Publishers have a hard time seeing what is TRUE differentiation that will build meaningful consumer loyalty over time.
More here
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I'm pretty nervous about how some publishers are already thinking about AI because I see a new platform dependency playing out. News finally woke up to the risk of the social media dependency and now we have AI....
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If I wanted to create an AI-driven podcast jingle that wouldn't create rights issues, how should I do this? Thanks!
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Enter the chatbot bake off…
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SUCCESSION art department, I want you to know that I 100% paused and enjoyed the hard work you put in that appeared onscreen for like two seconds
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This is some really impressive reporting that connects dots many suspected were there but are incredibly challenging to prove. Kudos to WSJ and and for staying on this story.
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About one month away from our free journalism summer school for "students" of all ages.
Grateful to all our speakers, including Marty Baron, Ben Smith, Peter Kafka, Ryan Mac, Sara Fischer and more!
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So there is another big hiccup for TikTok's security plan in the U.S: Its partner. Good story from
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When planning tomorrow’s team offsite, it is important to consult the tide charts. First group surf. Wish me luck!
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The view from 40:
Statins (cholesterol), amoxicillin (kid virus lodged in throat), night guard (TMJ), mammogram. All in last two days. Doing great guys!
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Open source AI is basically as good as non-open source AI. That was fast! The winners and losers.
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“One of our biggest focus points is making sure when you’re creating content with Gen Z, it’s genuine... You have to add value.” Our Chief Growth Officer, , with and other experts at the Creator Summit. #Whalar #CreatorEconomy
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Headline writing is hard.
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New from me: The creator economy is making another attempt at labor organizing.
"A handful of companies have amassed significant leverage and power. Meanwhile, creators—as individuals, small companies, and highly fragmented groups—lack collective power."
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I couldn't make sense of all the chip development happening at Google, Meta and elsewhere so we made this handy chart. So much for being software companies.
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Reporters at have broken so much info about server+AI chip development at Goog / Msft. Put it all in one place -->
theinformation.com/articles/googl
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Scoop: The ads you see on Amazon could soon be made by AI.
Amazon is building generative AI tools that will create photos and videos for advertisers, part of an effort to broaden its ad business and sustain growth, I report for
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The Creator Economy newsletter by is always pure gold.
In the latest, compares various social media boosting features, from a creator pov: buff.ly/44tTmrb
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Weekend Cover: It's quite a year to take over (arguably) the world's most important venture firm.
A deep dive into what it has been like for Roelof Botha at Sequoia from and
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It's time people start treating YouTube as a TV service.
- Nearly 45% of U.S. viewership on YouTube is happening on TV sets.
- YouTube will book more than $7 billion in ad-spending commitments at this year's upfronts.
- (But it sees Netflix as a threat.)
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At the , we stand with our colleague on World Press Freedom Day today—and everyday. Journalism is not a crime. And we seek his immediate release.
#IStandWithEvan #FreeEvan
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killer story from , in which I learned that the median (!!!) pay at Meta is $296,320 (!!!!!!!)
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