There’s an arms race going on about who develops the best video recommendation algorithm (for short videos). Whoever wins this algorithm race will likely rule the social media space for the next few years until metaverse or something else disrupts it. We don’t...
Background: AWS (cloud infrastructure) is the only segment generating any operating income for Amazon. AWS reported a 28% YoY revenue growth and 11% YoY operating income growth in Q3CY22 with an operating margin of 26%. Reported numbers while not extraordinary (due to a...
Background: Meta changed its max ad-attribution window, in early 2021, from 28-days to 7-days due to Apple’s App tracking transparency (ATT). So, what is an ad-attribution window and why does it matter to Meta, and how it’s helpful to Amazon Ads? An ad-attribution...
Winds of Change: Large gaming studios have had decades of clout over gaming since developing games involved large sets of developers, working for years together, and big budgets to create massive game franchises. However, with the advent of mobile games, the industry has...
In Part-I of this series of articles, we discussed how the Insulin delivery system is an Oligopoly between Medtronic, Tandem, and Insulet. In Part II of this series, we discussed the TAM and growth opportunities for the Insulin delivery systems segment. Insulin delivery...
The FTC has a critical enforcement weapon it can use to block acquisitions and pressure merging parties to abandon deals the regulators dislike — administrative adjudication. These are lengthy trials conducted before the agency in its own court, not in federal court. This...
In Part-I of this series of articles, we discussed how the US Insulin delivery systems market is an Oligopoly between Tandem, Medtronic & Insulet. In this article, we will discuss the Insulin delivery system’s total addressable market (TAM) and some factors which could...
The US Insulin delivery system space is dominated by three players Tandem, Insulet, and Medtronic. DexCom and a few other companies provide Continuous Glucose Monitoring (CGM) devices used by Insulin delivery systems. In this article, we will discuss this niche and many times...
In Part-I, Part-II & Part-III of this series of articles, we discussed Triopoly in EDA Market, EDA TAM & Risks in the segment respectively. In this article, we will discuss how Chip Designers are using AI tools and the huge impact of this...
In Part-I of this series of EDA articles, we discussed how the EDA market is a Triopoly between CDNS, SNPS & Siemens EDA (Mentor Graphics). In Part-II of this series, we discussed the TAM and growth opportunities for the EDA segment. In this...