Incentives > Intelligence: The Real Barrier(s) to Agentic AI
A few days ago, I came across this reels through which I got to know about Amazon’s new “Buy For Me” feature. This feature, however, created some controversies.
Topic
AMZN
A collection of 66 issues
Digital Advertising's "Bitter Lesson" Moment
Eric Seufert recently had an interesting podcast with a couple of professors who authored the paper titled “The Impact of Visual Generative AI on Advertising Effectiveness”.
Reader's feedback on "The Great Abstraction"
A couple of days ago, I wrote a piece titled “The Great Abstraction?”, highlighting the impending tension between OS-layer agent and the entire corpus of companies operating in the app layer. Catapult Capital had some constructive thoughts on that piece which I think is worth highlighting.
Understanding AWS Graviton Playbook
I was watching AWS Re-invent Keynote yesterday, and one of the things that stood out to me was the below quote: “For the third year in a row, more than half of the CPU capacity that we’ve added to the AWS cloud comes from Graviton” While this isn’t a newly disclosed info (they shared the same data
Why is AWS partnering with GCP?
On last Sunday, Google Cloud published a blog post about their new collaboration with AWS. From the blog post: “Today, we announced a significant collaboration with Amazon Web Services (AWS) to offer a managed, private and secure, on-demand, solution for cross-cloud connectivity.
Solving the "DoorDash Problem"
Nilay Patel from “The Verge” has recently been talking about the “DoorDash problem” for some consumer internet companies. What is the “DoorDash problem”?
The appeal of conversational commerce
First things first, let’s define “conversational commerce”.
Digital Advertising Industry Snapshot, Portfolio Change
As is the tradition in every earnings season, I am sharing my digital advertising Snapshot after 3Q’25 earnings. Digital ads market growth has accelerated to 18.4% in 3Q’25 (vs 15.7% in 2Q’25 and 14.1% in 3Q’24).
The Great Decoupling of Labor and Capital
A programming note: I initially wanted to cover Microsoft’s earnings today, but I am changing the schedule a bit as I felt more inspired to write today’s piece. Almost two decades ago, Hewlett-Packard (HP) was the first tech company to exceed $100 Billion annual revenue threshold in 2007.
Amazon 3Q'25 Update
Amazon reported a fantastic quarter yesterday. Not only AWS growth has accelerated, it does appear such acceleration may continue at least in the near term.