Is China going to win the AI race?
Hi Team, China has been dominating headlines with major government energy subsidies for its AI companies, rapid progress from Tencent and Tsinghua University on new LLMs, and a surge in R&D spending t...
Reflexive Volatility: Why Crypto Defies Quant Models
Hi Team, China has been dominating headlines with major government energy subsidies for its AI companies, rapid progress from Tencent and Tsinghua University on new LLMs, and a surge in R&D spending t...
Daily Mail says Google AI Overviews have killed click-throughs
When a Google AI Overview is triggered, the Daily Mail is seeing almost no clickthroughs from that search keyword.
The average clickthrough rate is 80-90% lower when an AI Overview is triggered (wh...
YouTube TV, ESPN, and Disney: the latest on the blackout
On October 31st, ESPN, ABC, Nat Geo, and over 20 other Disney-owned channels went dark on YouTube TV. As the two sides disagree about terms for a new content distribution contract, Google has a...
Inside the Stream: Walmart-VIZIO Deal; Super Bowl Streamers Mystery
Earlier this week the WSJ reported that Walmart is seeking to acquire VIZIO for over $2 billion. Colin and I discuss the likely strategic rationale behind the deal. We both like the benefits to both...
Inside the Stream: YouTube TV’s Strong Q3, Sports in Flux
LRG estimates that YouTube TV added 600K subscribers in Q3 ’23, bringing it to a total of 6.5 million subscribers. YouTube TV’s growth is by far the strongest of all pay-TV providers, double the...
