Next week on Wed Sept 25th/Thurs Sept 26th, META is hosting Connect, the annual event focused on Metaverse (augmented reality, virtual reality, mixed reality) including wearable technology, and, starting last year, lots on generative AI, as it is fundamentally changing development of the Metaverse.
AMZN hosted Day 3 of its 5th annual Accelerate conference for third-party sellers earlier today, with a keynote including several seller-focused Gen AI announcements. In this brief note we summarize top announcements and takeaways, specifically. 1. Project Amelia, a generative AI chatbot tool for seller support 2. Video Generator and Live Images 3. Personalized Product Descriptions 4. Bulk upload listing creation, compliance support, and anti-counterfeit/theft work
We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
AMZN is hosting its 5th annual Accelerate conference for third-party sellers on September 17th-19th in Seattle (with virtual keynotes). In this note, we preview what investors should expect from the event and how it could impact fundamentals and the stock. This includes potential new details on
Last week and this week there was and will be significant activity in two antitrust cases against Google. In this note, we provide an update of what happened, what will happen, various outcomes investors should be thinking about and other cases involving Google and Antitrust.
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