Tuesday, November 16, 2010

Mobile Versus Desktop Page Views: Mobile Wins

With the huge caveat that the Japanese market is not the U.S. market, Morgan Stanley analyst Mary Meeker illustrates what can happen when mobile Internet gets really popular.

The data ratify the notion that "content consumption" has become an important new trend.


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Google, AWS Investments in Anthropic are About Pre-Selling Compute Demand, Mostly

The recent wave of massive investments by Google and Amazon into Anthropic is easy to misread as a simple “bet on a promising AI startup.” ...