Is a smartphone "supercycle" on its way? Manufacturers certainly hope so, and project strong growth driven by AI. Analysts aren't convinced. Shipments hit their lowest in a decade in 2023. And the next 5 years we're likely to see only incremental growth.
@ryan_browne_
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eToro Plans Apple Vision Pro and Meta Quest App Launch
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Retail trading firm eToro says it wants to bring its app to the Apple Vision Pro and Meta Quest. “We are planning to look at how we think about eToro with natural language, with voice, but actually also in the realm of AR VR, during 2024,” @yoniassia said
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Google plans advanced LLM release on Android next year
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A top exec at Google's Pixel smartphone unit told me the company plans to release a more advanced LLM on Android next year. (Didn't expect this to drop the week Google was facing backlash over Gemini putting out ahistorical images, but there we go).
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DHER passes on Foodpanda sale citing insufficient valuation offer
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Yes for $DHER investors this is something likely to cause mixed feelings. Seems they could have gotten some good value for Foodpanda but decided not to as price was not right. Going forward details about Foodpanda viz performances on those earnings calls will be crucial…
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Crypto rebounds in 2023 as venture investors return to market
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Crypto had a big bounceback year in 2023. Now, venture investors are returning. (P.S. if you're a founder who's raising, or VC who's investing, DMs are open… )
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Weekly cleaning burden sparks discussion on home automation
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Who has time to clean weekly? Are you people octopuses?
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Partnership Strategy: 1Global Collaboration Announcement
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They'll need a partner for it! They're using 1Global in this case
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Mastercard Launches Proprietary AI Model for Fraud Detection
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Exclusive: Mastercard has launched is own proprietary generative AI model it says can boost fraud detection by up to 300%. https://
cnbc.com/2024/02/01/mas
tercard-launches-gpt-like-ai-model-to-help-banks-detect-fraud.html
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AI Lookalikes and Impersonation Encounters Discussion
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Have had a few of these too… wonder what lookalikes of ours folks met
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Microsoft 2023 Results: Strong AI Cloud Growth Beats Estimates
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Microsoft '23 results out (every AI startup / VC out there watching I'd bet…) Key numbers:
Revenue up 17.6% YoY
Net income up 33.1%
Intelligent Cloud biz (i.e. Azure, Nuance, GitHub, server storage etc.) up 20% Beats estimates across the board…