Explore tweets tagged as #Commoditization
Whoa! Maybe this is the best countermeasure against Apple's aggressive selling policies. Fair competitiveness is key for commoditization. Unfair competitiveness is what makes monopoles thrive, not their alleged better quality. We need other phone brands to appear and thrive.
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Pagseguro $PAGS and Stone $STNE own businesses with great economics and low capital reqs. Their stocks trade at single digits.However, their market is under heavy risk of replacement or commoditization.I analyze their financials and throw light on the value trap debate
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With the commoditization of #AI -and more precisely of #agenticAI- partnership is the new leadership. And this year, the #CannesLions really were the place to be for discussing coalitions between #tech leaders and the creative industry 🦁
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Excited to talk @aiDotEngineer this year :) I'll present "The Bitter Layout or: How I Learned to Love the Model Picker", an attempt to interweave Clay Christensen’s theory of interface commoditization with AI scaling laws to figure out this chatbot thing. Hope to cya there!
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this how the commoditization of lakehouse looks like :).#apacheiceberg read support in #duckdb
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To stand out in a competitive market, you need more than good marketing, you need a proprietary system. Add reviews, awards, and proof of expertise to prevent commoditization and show your value. Stand out and be memorable! 💡
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Bukalapak’s breakup with physical goods was bold. Now it’s net-profitable, sitting on US$650M in cash, and betting on digital products. But thin margins, commoditization, and cash idling risks remain. Is this a smart pivot—or just buying time?
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PFOF has taken over DeFi. We are witnessing near-complete orderflow commoditization. Near 90% of orderflow value are being captured by OFA or vertical integrations with builders. Across all the Ethereum transaction's paid value (gas priority fees + builder tips), only ~12% are
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"Anthropic in Q1 ['25 this year] added 70% of the Net New Annually Recurring Revenue in the SaaS industry defined by public SaaS companies.". The 'software-industrial-complex' is precariously perched. Right now feels like the beginning of a mass commoditization of the
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What makes diamonds a true investment? . Hint: Not commoditization or price tags - rather, meaningful, lasting resonance. Parallels between art & natural diamond jewelry as investments. A timely conversation. Editor: Akanksha Kamath | @naturaldiamonds
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♻️ AI Inference & Distributed Computing:. 1️⃣ The AI inference market is under scrutiny as Nvidia's "AI Factory" narrative faces challenges. With 70% margins, the commoditization of AI is questioned. Distributed computing networks can offer solutions with scalability and
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What @Calderaxyz is doing feels like infra commoditization, but that's exactly what mature platforms achieve—frictionless deployment at scale. The real innovation is 𝐌𝐞𝐭𝐚𝐥𝐚𝐲𝐞𝐫: abstracting away bridging, routing, and fragmented liquidity. Caldera isn’t just about
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whatever anyone says, price is king / it's not the first thing, but when the quality is comparable, it absolutely seals the deal. i actually think text tokenization tech has hit a wall / from here on out, it's just commoditization for text(code)-gen-ai products + bloody
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「コモディティ化」は石油化学だけの話じゃない！. 化学業界のあらゆる分野――特にバッチ系プラントでも、技術の差別化が難しくなっています。. 必要なのは、スリム化とソリューション提案力。. 🔗 #化学業界 #バッチ系 #プラントエンジニア.
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.@lukovics, CEO of @PonosTechnology, introduced the Next Generation CryptoCPU in his talk "ZK Commoditization: Powering the Next Evolution of Blockchain" at ZK Belgrade, an @ethbelgrade side event. Explore the full details: 🔗 👇.
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AI Meeting Assistant Commoditization: Google, Microsoft & the Future. We discuss the commoditization of AI, with companies like Granola. #AI #Commoditization #Google #Microsoft #Amazon #Technology #Innovation #Business #FutureTech #ArtificialIntelligence
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.@lukovics from @ethernal_tech presented Ethernal’s Security Auditing and Assessment approach in his talk, "ZK Commoditization: Powering the Next Evolution of Blockchain," at ZK Belgrade, an @ethbelgrade side event.
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The Cloud Infrastructure business opportunity is too large to be an Oligopoly. The commoditization of compute and storage allows new entrants. Called it once again
@dalibali2 My gut tells me that NVIDIA/CoreWeave want to eventually diversify to become the next major hyperscaler and eventually sell CPUs too. NVIDIA won't be able to forever live on 75% GM from hardware especially with AWS's recent price drop on their 1P chips. Another "your margin is my.
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