@Nave_Ch

Assoc Prof (Monash), Direct/Site-Lead @ CDL-Melbourne. Emerging technology (☁,🤖, 🔋+🧠 🚗, 🚀, 🛰, 💾). Tweets are ❌ advice, views are my own.

Joined June 2020
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  • Followers785
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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!
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@stratechery @Scobleizer @hhhypergrowth @GroqInc @AnthropicAI @clarifai @SambaNovaAI @AdeptAILabs @CoreWeave @CohereAI @OpenAI @VAST_Data @cerebras @TIIuae @huggingface @BigscienceW @AI21Labs @AiEleuther @tenstorrent @SiMa_Inc @graphcoreai @Alation @dataiku @PliopsLtd
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Replying to @siavashg
Brick and mortar Shop Shop
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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
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Replying to @dissectmarkets @JoinCommonstock
Read Chip War by @crmiller1. Will give you great perspective on a VERY complicated sector.
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Replying to @dissectmarkets
Intel are significantly behind the curve. Only just reinvesting into being a fab business and nowhere near the sophistication of TSM. The hedge (in case of conflict) is TSM and Samsung building fabs in the US and elsewhere.
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Replying to @charliebilello
@charliebilello - hopefully some good insights for you in this 100pg SHOP report published last week. Rgds, Charlie Nave granitebaycap.com/_files/ugd…
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Replying to @IvanaSpear @nejatian
@IvanaSpear - some good insights (I hope!) in this 100pg $SHOP report I published last week: granitebaycap.com/_files/ugd…
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Replying to @LogicalThesis
@LogicalThesis - I’ve articulated a lot of this in this SHOP report published last week. Hope it helps. granitebaycap.com/_files/ugd…
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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…
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Replying to @Disney
@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!
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Replying to @Shopify
@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
Replying to @thespencerwalsh
Let's see how quickly they close the gap on fulfilment in the coming years. With the $2bn acquisition of Deliverr, you'd certainly hope they near parity on delivery times by 2025.
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 $VUZI @NianticLabs @valvesoftware @Soulmachines @magicleap
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$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.
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$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).
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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
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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
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⭐ @BrightseedBio accelerating identification of plant compounds ⭐@admixplay shows us the future of metaverse monetisation ⭐Autonomous Vehicle roadmaps impacted by chip supply chains linkedin.com/posts/activity-…

In this week's Top 3, David Fedirchuk and I sit down to discuss some incredible innovations (and...

In this week's Top 3, David Fedirchuk and I sit down to discuss some incredible innovations (and implications of the chip supply chain woes on AVs):   ⭐ Autonomous Vehicles 🧠🚗 and the negative...

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Replying to @smartkarma
100% agree!
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