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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Why Agentic AI "Saves" Google Search

One reason Alphabet’s equity valuation has been muted recently, compared to some other “Magnificent 7” firms, is the overhang from potential...