underscored

@underscored

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The market hates Fox's acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.

Ben Thompson
6h ago

A world where models are interchangeable is one where models are commodities, while most of the value flows elsewhere. Right now that's compute, but in the fullness of time, whenever we have enough compute, the most valuable place to be in the value chain will be the place that has always been the most valuable: owning the user touchpoint.

1d ago

Azure had a real competitive advantage thanks to being the only hyperscaler able to offer OpenAI models, but this also hindered OpenAI, particularly once it became clear that many enterprises cared first and foremost about accessing models on their current cloud of choice; I've been noting for a while that this was a real competitive advantage for Anthropic.

1mo ago

As AI makes it trivial to build and launch products (and, soon, even come up with product ideas), the biggest challenge for product teams is quickly becoming distribution: getting people to pay attention to your product in the increasing cacophony of launches.

3mo ago

It's never been easier to launch products, which means the biggest challenge product teams are facing is quickly becoming distribution.

3mo ago

Underscored — save the words that stop you in your tracks.

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