Sublime
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These forces are disrupting how we interact with our colleagues and creating new demands to restructure organizations to become more competitive.
Paul Leonardi • The Digital Mindset: What It Really Takes to Thrive in the Age of Data, Algorithms, and AI
The difference in margin between e-commerce and advertising has become a much bigger story than Amazon: everyone from Uber to Walmart to Instacart is pushing into ‘merchant media’, and hiring at scale:
Benedict Evans • TV, merchant media and the unbundling of advertising — Benedict Evans
Here’s the rub: for Deep Research to live up to its promise, we have to burn the internet down and make it good again.
Packy McCormickx.comIn data and analytics, Bloomberg is being challenged by a raft of start-ups. Some of them target smaller investors like me who baulk at paying Bloomberg’s US$24,000 subscription fee. Others target bigger customers who want to go deeper into more specialised data than Bloomberg supports. I use two alternatives—Koyfin and Sentieo.
Marc Rubinstein • Disrupting Bloomberg
In his book, Friedman wrote about various “flatteners,” forces that were knitting the planet closer together. Several of these were digital technology: affordable Internet browsers like Netscape; workflow software that enabled collaboration between international businesses and…
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Kyle Chayka • Filterworld
Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets go, where does rent go, and how many brands will there be?
Benedict Evans • TV, merchant media and the unbundling of advertising — Benedict Evans
Heller manages the art collections of six Wall Street money managers, several of whom are billionaires.
Sarah Thornton • Seven Days in the Art World
David Preschel
@dpreschel