ChatGPT, an OpenAI (backed by MSFT) chatbot, was released in November 2022, and quickly gained popularity for its human-like answering capabilities across many domains of knowledge. Consequently, OpenAI was reportedly valued at $29 billion post the release of ChatGPT. ChatGPT is built on...
Revenues: Amazon Cloud (AWS), Amazon Ads, and Amazon Third-party seller services (3P) are the three pillars of growth for Amazon revenues over the next couple of years; online retail is getting into an easy comp. period in CY23 (YoY) but it’s offset by...
Revenues: We expect revenues to grow at a CAGR of 31% between CY22-24. The price reductions in the last few months will start impacting revenues in Q1CY23 and if left unchanged will partially offset delivery volume growth (37% CAGR between CY22-24) led revenue...
Background: ChatGPT, an OpenAI (backed by MSFT) chatbot, was released in November 2022, and quickly gained popularity for its human-like answering capabilities across many domains of knowledge. Consequently, OpenAI was reportedly valued at $29 billion post the release of ChatGPT. Internet is now replete...
In Part-I of this series of articles, we discussed what’s the functionality of gaming engines and why it’s required for almost all games. In this article, we will start by discussing why gaming engines are a winner takes all type of business segment...
Fed press conference earlier today was more of the same. They are not sure about how the economy will react to the CY22 interest rate hikes. The key question everyone is wrestling with is when will they stop increasing interest rates and when...
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...