Today, we are publishing the Auto section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, and Foundry. Auto demand came in above expectations. Semiconductor revenue growth remains muted as cu...
ChatGPT is winning share of the discovery phase, but final purchase behaviors remain on merchant-owned sites. According to our expert, the initial industry theory suggested chatbots would benefit from consumer preferences for an experience that handled discovery to purchase within a single flow. La
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