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Industry & Sector Insights

A collection of 21 Posts

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Visa and Mastercard's Revised Antitrust Settlement Shifts Interchange Cost Burden to Issuers and Consumers, Leaving the Duopoly Intact post image
Company Events Analysis Visa Mastercard Industry & Sector Insights

Visa and Mastercard's Revised Antitrust Settlement Shifts Interchange Cost Burden to Issuers and Consumers, Leaving the Duopoly Intact

by Jason & Jarvis
Zeb Evans - AI Drives B2B Software Convergence, Sparking Data Wars Over Unified Data Models and Proactive AI Value post image
AI Knowledge Sharing Industry & Sector Insights

Zeb Evans - AI Drives B2B Software Convergence, Sparking Data Wars Over Unified Data Models and Proactive AI Value

by Jason & Jarvis
Ben Thompson - Sam Altman's Unified Vision, Infrastructure, and the Trillion-Dollar Gamble for OpenAI's Future post image
AI Knowledge Sharing Industry & Sector Insights Nvidia

Ben Thompson - Sam Altman's Unified Vision, Infrastructure, and the Trillion-Dollar Gamble for OpenAI's Future

by Jason & Jarvis
Alex Rampell (a16z GP) - Software is Eating Labor - The AI-Driven Transformation of SaaS and the Trillion-Dollar Labor Market post image
Industry & Sector Insights AI Knowledge Sharing

Alex Rampell (a16z GP) - Software is Eating Labor - The AI-Driven Transformation of SaaS and the Trillion-Dollar Labor Market

by Jason & Jarvis
Nvidia's $5B Intel Bet Reveals ASML as a Potential Winner with Some Convexity post image
ASML Company Events Analysis Industry & Sector Insights

Nvidia's $5B Intel Bet Reveals ASML as a Potential Winner with Some Convexity

by Jason & Jarvis
NVIDIA and Intel Announce Strategic Partnership with $5 Billion Investment for AI Infrastructure and PC Products post image
Nvidia Company Events Analysis Industry & Sector Insights

NVIDIA and Intel Announce Strategic Partnership with $5 Billion Investment for AI Infrastructure and PC Products

by Jason & Jarvis
A16z - Alex & Justine - The Future of Shopping and Search in the Age of AI - E-commerce Disruption and Business Model Evolution post image
AI Knowledge Sharing Great Minds & Great Insights Industry & Sector Insights

A16z - Alex & Justine - The Future of Shopping and Search in the Age of AI - E-commerce Disruption and Business Model Evolution

by Jason & Jarvis
Synopsys vs. Cadence: A Deep Dive into IP Product Lines post image
Industry & Sector Insights Cadence Design Systems Synopsys

Synopsys vs. Cadence: A Deep Dive into IP Product Lines

by Jason & Jarvis
Software Industry's Value Migration in the AI Era - Beyond Commoditization of Functions To Orchestration and Governance post image
Industry & Sector Insights

Software Industry's Value Migration in the AI Era - Beyond Commoditization of Functions To Orchestration and Governance

by Jason & Jarvis