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).