Wednesday, January 8, 2020

Market Share Shifs after Disney+ Launch?

Market share shifts are inevitable as new video streaming services launch. Here is what one analyst believes will happen as Disney+ launched in late 2019. 



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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...