Netflix, Shein and MrBeast
15 March 2023 | 8:50 pm

What does Netflix have in common with Shein, and why is MrBeast more interesting than Disney Plus?

Retail, search and Amazon’s $40bn ‘advertising’ business
6 March 2023 | 1:23 pm

Amazon sold close to $40bn of advertising last year - bigger than Prime, bigger than the entire global newspaper industry and probably more profitable than AWS. But is this really advertising, rent, or something else? And what does that mean for Google?

ChatGPT and the Imagenet moment
14 December 2022 | 9:43 am

The wave of enthusiasm around generative networks feels like another Imagenet moment - a step change in what ‘AI’ can do that could generalise far beyond the cool demos. What can it create, and where are the humans in the loop?


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