Excel held a 90% market share on Mac in 1989, while being a distant #2 to Lotus 1-2-3 on Windows 1.0 during the same time period. In other words, Apple launched Microsoft's app business. Luckily, the focus on making Excel GUI/mouse native on the Mac meant Microsoft didn't add the

Meta isn't really monetizing human interaction these days, they are monetizing human entertainment. They can leverage AI to make their platform more entertaining and I'd posit that 90% of people just want to be entertained. They don't really care about talking to a smart friend.

.Balaji is once again, correct.

Haters in shambles

What are the kids going to do when AI is doing all economically useful work? Drink, while entertaining themselves most likely. Attention economy much more fun when you're drunk. Experience economy in early innings. Is this mostly because traditional alcohol brands getting

ARM thesis: EVERYTHING COMPUTER

Wrong. Ilya:Nikola Tesla::Elon:Edison Zuck will not be relevant to the history of AI. Elon probably won’t be either, but will be remembered for SpaceX

Two hour flight, anyone have anything interesting I should read on $ARM?

Fun fact: Compaq did $350M (today’s dollars) in revenue their first year in business. Mogged Cursor

Wait, so IBM lost the PC hardware (and software) market because they didn't consider backward compatibility? Any incumbents making similarly retarded strategic decisions these days?

Guess which famous crossover fund sold 30% of their $OSCR postion before getting BTFOed by retail?

Until Adobe Stock ceases to have differentiated inventory, it remains undefeated.