This is correct. Meta/Google do make more money on ads thanks to GenAI, than the NeoLabs do from selling models. Especially when you take margins into account.
A friend pointed out one more parallel with the ads business: Many data businesses today don’t clea...
Let me tell you about the Ads business in the early 2000s, and why I see many parallels with the AI ...
Masterclass on growing a consumer subscription product from the incredible Jimmy Liu. Commenting on...
In every prior tech cycle, app layer companies had the best margins while the chip companies had th...
This is upside down from every prior tech cycle where the app companies had the best margins while the chip companies had the worst. Right now, it’s the inverse.
Well said @hunterrice : “The agents that get identity context right will build a compounding advantage. They can be useful sooner, make better sense of what we tell them, and earn the trust to keep learning”
DoorDash (@DoorDash) has a really good shot of becoming the Muse/Instinct of food and grocery.
You can just build things if you have the right people. And DoorDash Labs has an incredibly cracked ...
DoorDash has a really good shot of becoming the Muse/Instinct of food and grocery. They have alrea...
Promoted employee posts Serval does an excellent job of getting every employee to post on LinkedIn ...
F500 AI Adoption One of the key reasons for lagging enterprise AI adoption is that F500 enterprises...
Exceptional founders possess two traits that look like weaknesses but are actually strengths.