Emil Protalinski
@EPro
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Editor @Techmeme and EPro Strategies formerly Executive Editor @VentureBeat other bylines @GeekWire @TheNextWeb @ZDNet @CNET @TechSpot @ArsTechnica
Internet
Joined June 2009
RT @tomloverro: Warning! VC narrative violation 🚨. 99% of board meetings are a massive waste of time & resources. 🧵@attentiveHQ founder @B….
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Google is terrified of OpenAI. Are its worries misplaced?. A critique by Google senior software engineer Luke Sernau argues that open-source AI is the company's real threat, not OpenAI. Betting on open source has helped Google take on Microsoft before.
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$AAPL Q2 iPhone revenue. 2012: $22.3 billion.2013: $23.0 billion.2014: $26.1 billion.2015: $40.3 billion.2016: $32.9 billion.2017: $33.2 billion.2018: $38.0 billion.2019: $31.1 billion.2020: $29.0 billion.2021: $47.9 billion.2022: $50.6 billion.2023: $51.3 billion.
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$AAPL Q2 revenue. 2011: $24.7 billion.2012: $39.2 billion.2013: $43.6 billion.2014: $45.6 billion.2015: $58.0 billion.2016: $50.6 billion.2017: $52.9 billion.2018: $61.1 billion.2019: $58.0 billion.2020: $58.3 billion.2021: $89.6 billion.2022: $97.3 billion.2023: $94.8 billion.
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$AAPL Q2 2023. Revenue down 3% to $94.8 billion.Net income down 3% to $24.2 billion.iPhone revenue up 2%.Mac revenue down 31%.iPad revenue down 13%.Wearables/Home/Accessories revenue down 1%.Services revenue up 5%.
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This is a direct response to Google inventing Transformers, or the T in ChatGPT.
Sources: Google, a prolific publisher of AI papers, plans to share them only after the research work is turned into products, due to competition with OpenAI (Washington Post).
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Microsoft Chief Economist Michael Schwarz says AI "clearly" must be regulated. Why?. "I am confident AI will be used by bad actors, and yes it will cause real damage.". But he says lawmakers should wait until AI causes "real harm" before enacting rules.
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Microsoft shoots itself in the foot, again. Outlook and Teams will soon ignore the default browser and open certain links in Edge side by side. Edge is arguably a better browser than Chrome. But Microsoft pissing off its users ensures Edge keeps losing.
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Apple and Google have submitted a proposed industry specification to help combat unwanted location tracking by Bluetooth devices. They're asking for input from other companies. Tech companies love to launch first and deal with the consequences later.
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Automattic drops Twitter. The company's WordPress plugin JetPack will no longer automatically tweet blog posts. Why?. "Twitter decided, on short notice, to dramatically change the terms and pricing of the Twitter API.". 43.2% of websites use WordPress.
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The Super Mario Bros. Movie has crossed $1 billion globally at the box office. Not only is it 2023's first movie to do so, it's also now the most financially successful video game movie yet. All in just 26 days -- not even a month!. Nostalgia wins again.
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Arm is going public. The IPO is set to be 2023's biggest. The UK chip design firm reportedly filed to go public on the Nasdaq, seeking to raise $8 billion to $10 billion. For its part, the Softbank subsidiary says the size and range hasn't been set yet.
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Cloud spending grew 19% YoY to $63 billion in Q1 2023. That's a lot for a big market, but it's quite the slowdown from the 32% growth in Q1 2022. Amazon, Microsoft, and Google own 65% of the market. They'll do everything to keep it that way by charging less in the techcession.
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Sony sold 6.3 million PS5 consoles in Q4 2022, up 215% year-over-year. Sony has now sold over 38.4 million PS5s since the November 2020 launch. The PS5 still has a long way to go. PS5: 38.4 million.PS4: 117.2 million.PS3: 87.4 million.PS2: 155+ million.PS: 102.49 million
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$AMZN employees. Q1 2020: 840,400.Q2 2020: 876,800.Q3 2020: 1,125,300.Q4 2020: 1,298,000.Q1 2021: 1,271,000.Q2 2021: 1,335,000.Q3 2021: 1,468,000.Q4 2021: 1,608,000.Q1 2022: 1,622,000.Q2 2022: 1,523,000.Q3 2022: 1,544,000.Q4 2022: 1,541,000.Q1 2023: 1,465,000.
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$AMZN AWS revenue growth. Q3 2018: 48%.Q4 2018: 45%.Q1 2019: 41%.Q2 2019: 37%.Q3 2019: 35%.Q4 2019: 34%.Q1 2020: 33%.Q2 2020: 29%.Q3 2020: 29%.Q4 2020: 28%.Q1 2021: 32%.Q2 2021: 37%.Q3 2021: 39%.Q4 2021: 40%.Q1 2022: 37%.Q2 2022: 33%.Q3 2022: 27%.Q4 2022: 20%.Q1 2023: 17%.
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$AMZN Q1 revenue. 2011: $9.9 billion.2012: $13.2 billion.2013: $16.1 billion.2014: $19.7 billion.2015: $22.7 billion.2016: $29.1 billion.2017: $35.7 billion.2018: $51.0 billion .2019: $59.7 billion.2020: $75.5 billion.2021: $108.5 billion.2022: $116.4 billion.2023: $127.4 billion.
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