A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW
Record capital expenditures and data-center planning run up against the ground truths of physical infrastructure Bluesky: @mims , @justinhendrix , @carlquintanilla , and @jessefelder . Forums: r/techn...
Similarweb: ChatGPT's worldwide desktop and mobile website visits fell 3.2% MoM to 1.43B in August, following ~10% drops from each of the previous two months
students are a large segment of usage Vishvanand Subramanian / @vishvanands : News outlets have moved on from Threads “unraveling” and now claim that ChatGPT is dying.. As always, citing SimilarWeb, t...
Numerator: Amazon has a 3%+ US grocery market share between its branded stores and Whole Foods; UBS: physical stores made up ~90% of US grocery sales in 2022
Wall Street Journal : Tweets: @alephblog and @carlquintanilla Tweets: David Merkel / @alephblog : Amazon hasn't taken over your refrigerator yet. But it's still trying. https://www.wsj.com/... Intere...
Numerator: Amazon has a 3% US grocery market share including branded stores and Whole Foods; UBS: physical stores accounted for ~90% of US grocery sales in 2022
Amazon is still barely scratching the surface of the grocery market despite years of efforts. Tweets: @alephblog and @carlquintanilla Tweets: David Merkel / @alephblog : Amazon hasn't taken over your ...
How the nearly two-year-old chip shortage upended Detroit's car manufacturing, which a historian says may be the biggest disruption since the 1970s fuel crisis
The worst crisis for automakers in 50 years has left dealerships with little to sell as prices soar for consumers — Listen Tweets: @carlquintanilla Tweets: Carl Quintanilla / @carlquintanilla : “A y...
Sources: Apple Music has been growing at a monthly rate of 2.6% to 3% and had 28M US users in Feb., compared to Spotify's 26M US users and growth of 1.5% to 2%
Apple Music overtakes Spotify … Yoni Heisler / BGR : Apple Music now has more subscribers in the US than Spotify Jack Purcher / Patently Apple : The Momentum is Shifting as Apple Music overtakes Spoti...