The AI Ecosystem map shows the tech majors, emerging leaders and nations who are racing to build the infrastructure for the next era of industry. ~US$350bn invested (ex-R&D) in AI this year. Let's see how 2026 shapes up!

The AI Ecosystem. Public, private, US, China. Foundational layers, showing investment flows and ownership. As usual, thoughts welcome! #AI $MSFT $NVDA $META $GOOG $IBM

This week’s innovation review comes from the sidelines of @creativedlab Super Session in Toronto. Key WIRE topics this week - AI and Semiconductors + some great med tech advancements! granitebaycap.substack.com/p…

Weekly Innovation Review (WIRE) #59. @Apple @neuralink Arm @gitlab @CoreWeave open.substack.com/pub/granit…

The Weekly Innovation Review (WIRE) is back. $NVDA, @Lightmatterco, @jpmorgan #IndexGPT, @WPP, @potatotrade_ open.substack.com/pub/granit…

Who will be the big winners in an increasingly congested e-commerce landscape? All outlined in this free 100pg @Shopify $SHOP report: granitebaycap.com/insights @WooCommerce @ecwid @BigCommerce @opencart @eComchain @AdobeCommerce @GXOLogistics @ShipBob @DeliverrInc @RedStagFulfill

@Shopify Fulfilment Network (SFN) explained in this 100+pg $SHOP report (free). @tobi @ShopifyDevs @harleyf @nejatian granitebaycap.com/insights

Shopify: The Invisible Selling Machine Click below for 100+ pg report breaking down @Shopify, global e-commerce, competitors, opportunities, and threats. *Report is general information (NOT financial advice) @tobi @harleyf @nejatian @leinwand granitebaycap.substack.com/p…

@Disney's Q2 see them nudging out @netflix , whilst @wbd battles it out in the second division with @paramountco! Will be intriguing to see how the ad-based tiers fare in 2023 and beyond!

@Shopify $SHOP in a 🥜nutshell. Using @Gymshark as an example, Shop is an agnostic platform that enables merchants to sell anywhere (in-store, online....metaverse). @tobi @harleyf @leinwand

Metaverse ecosystem. Key players in gaming, hardware, software, graphics engines, decentralised platforms, cloud, payments. $META $NVDA $AMD $GOOG $SNAP $SQ $ADBE $MTTR $ADSK $MSFT $AMZN $QCOM $RBLX $APP $IS $U $BABA $VUZI @NianticLabs @valvesoftware @Soulmachines @magicleap

$SHOP will enable merchants to create stores within their Twitter accounts (linking seamlessly to their live inventory). Another great product launch from @Shopify, which is becoming a ubiquitous, agnostic e-commerce platform powering millions of merchants globally.

$ROKU $WMT join forces on interactive TV advertising. A small step, but a 👀at how freemium streaming could be in the future. Perhaps we'll see shoppable product placement mid-stream..... (i.e. pause Top Gun Maverick and buy the watch worn by Tom Cruise).

This is how a standard online payment works today. Highly complicated and up to 4% in fees taken by a bunch of intermediaries. In time, Web 3.0 solutions like the Lightning Network will completely shake this up. @lightning @Square @Strike @Shopify

E-Com leaders $AMZN $MELI $SE $JMIA $BABA $JD $SHOP $CPNG generate long-term consumer / merchant value (and retention) through vertical integration of payments and ancillary services

$DIS quickly closing the gap with $NFLX in what continues to be a VERY congested sector. How will this all look in 5 years' time? Who has the most to gain/lose? 📺

Global platform plays like $SHOP and $AMZN have the end-to-end infrastructure, economies of scale and innovation to be positioned well this decade (but also a lot to like amongst regional champions)

A bit of chaos at the Shanghai Port thanks to the lockdowns. Let's see what the knock on effect is! 🛳

Global e-commerce is monstrous and will grow at a huge rate over the next decade. Let’s take a birds eye view of it! @amazon @Shopify @tobi @AlibabaGroup @JackMa @Walmart @TencentGlobal @masason @AutoStoresystem @BerkshireGrey @ajassy @WiliotHQ