An Interview with Salesforce CEO Marc Benioff about AI Abundance

An interview with Salesforce Founder and CEO Marc Benioff about founding Salesforce, building an enterprise platform, and why that puts Salesforce in the best position to build AI agents.

Netflix Earnings, Netflix Maintenance, Netflix’s Venture Model

Netflix’s margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its lead, thanks to getting to scale first.

[FREE] WWDC, Apple Intelligence, Apple Aggregates AI

Apple’s WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept Apple’s terms.

Computex 2024, Is AWS Modular or Integrated?

Computex 2024 feels like a big deal, as AI returns the focus to hardware; then, why I think AWS’s AI efforts are modular, even as its overall cloud is integrated.