Thursday, January 3, 2008

Search Advertising: Big Growth in 2008

JPMorgan analysts now forecast 31.9 percent growth in search advertising revenues for 2008. Analysts at JPMorgan initially had thought growth would come in at about a 19-percent clip. So they sense acceleration. Me too.

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How Big a Problem is Buyer Concentration in the AI Value Chain?

If OpenAI and Anthropic drive 48 percent of Google Cloud revenue in 2027, is that a problem? Some might say “yes,” to the degree that custo...