Streamers differentiate on content.
The tech is basically all the same and you can only do some many things on the interface front.
The “every one has a streaming service” wave meant it was about the content you could create. The end of the free money train ended that as a viable strategy.
Now it’s about games: video and sports.
Thus Disney to take $1.5 billion stake in Epic Games, work with Fortnite maker on new content
Iger calls it:
an important step when you look at the demographic trends and where Gen Alpha and Gen Z and even millennials are spending their time and media
Speaking of chips, Nvidia is feeling the heat from the new crop of startups looking to serve the exploding AI market with custom fabs.
Nvidia is building a new business unit focused on designing bespoke chips for cloud computing firms and others, including advanced artificial intelligence (AI) processors
via Channel NewsAsia
Sam Altman’s next galaxy brain idea:
Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI 🔒
The project could require raising as much as $5 trillion to $7 trillion
…
Such a sum of investment would dwarf the current size of the global semiconductor industry. Global sales of chips were $527 billion last year and are expected to rise to $1 trillion annually by 2030.
…
Altman has said he wants to build dozens of chip-fabrication plants in the next few years, the people said. His vision would be to raise the money from Middle East investors and have TSMC build and run them.
Why might the investment in brand marketing be increasing?
MarTech: Web analytics is badly broken
Apple has led the charge with Intelligent Tracking Prevention, Mail Privacy Protection, restricted IDFA tracking, iCloud Private Relay, Private Click Measurement, & more.
A 2021 study from YouGov suggests that most countries are registering a maximum 60-70% cookie banner acceptance rate
That drops to ~35% in the US.
Also 🍪 = ☠️
36% of marketers worldwide will increase investment in brand marketing this year, a 13 percentage point increase over 2022
&
40% of marketers worldwide will increase their performance marketing investments this year—down from 46% last year, but only slightly below 2022’s 41%.
The pendulum ever swings back and forth.
(Be more like a scale, balancing the two as needed.)
via eMarketer
🔋
batteries are an “atoms” technology — something that powers our physical world instead of helping us spin a new digital one. So the Decade of the Battery will look more like earlier decades, in which physical appliances like washing machines, refrigerators, and air conditioning were the hot new thing.
(good stuff before the paywall)
This is why I’m interested in battery tech. And “atoms” technology changes in general right now. I think most of the Next Big Things will be infrastructural as the foundation gets reworked to build the next paradigm change (Ambient computing).
About those indirect competitors
So next time you think about how to garner more listeners, think more broadly about where that time will likely come from and what you are up against. It may not be another podcast.
Consumer attention is indeed a battle. They always have choices so the competition isn’t just another podcast, it’s everything.
via amplifi media
The cookie has crumbled and the replacement isn’t out of the oven yet. At least in the short term, ad platforms are turning to Enhanced Conversions.
A Google rep recommended this to me to avoid losing signal after Chrome sunsets them for good this summer.
From Microsoft:
With Enhanced conversions, you can supplement existing conversion measurements by using privacy-safe customer first-party data, such as email and phone number.
Apple enters the chat
Apple has released a new open-source AI model, called “MGIE,” that can edit images based on natural language instructions. MGIE, which stands for MLLM-Guided Image Editing, leverages multimodal large language models (MLLMs) to interpret user commands and perform pixel-level manipulations. The model can handle various editing aspects, such as Photoshop-style modification, global photo optimization, and local editing.
via VentureBeat