Andy Plesser’s Post

🚨 Breaking: Amazon follows Roku and Google into FAST territory. 📺 This is tech battling out who’s gonna replace cable as aggregator. The viewing don’t change much, but the ad biz sure does. 📗 “Fire TV Channels” includes 400+ channels — incl MLB, ABC News, Billboard - with no downloads, no sign-ups, no fees. Just ask Alexa, “Play Fire TV Channels” to get started. US only for now. 📈 FireTV Channels adds to Prime Video, Freevee & Twitch as Amazon grows both its content offering and stellar ad business (& tech stack). 💡 For media providers this means easy distribution, but aggressive business as Amazon tends to take ~30% off anything. 🤔 Do you think FAST can replace TV in Europe? wdyt Jonathan Andreas Grace 🟡🟡🟡🟡🟡🟡🟡🟡🟡🟡🟡🟡🟡 Follow for some context around media and tech! Or hit me up and let's grab a coffee in downtown London or the metaverse... xoxo, Andy

This is a little example of what you can learn from the Sandvine Phrnomena Report.

What we learned this week: 𝗕𝗲𝗮𝘀𝘁 𝗼𝗻 𝗣𝗿𝗶𝗺𝗲: Amazon secures an exclusive deal with Mr. Beast for a reality game show. In true Mr. Beast fashion, it's slated to have the largest payout of its kind. 𝗔𝗽𝗽𝗹𝗲 𝗮𝗻𝗱 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗹𝗮𝘆𝗶𝗻𝗴 𝗖𝗮𝘁𝗰𝗵 𝗨𝗽: Talks emerge on integrating Google's AI into iOS. 𝗖𝗵𝗶𝗽𝗼𝘁𝗹𝗲 𝗖𝘂𝘁𝘀 𝗶𝘁𝘀 𝗦𝘁𝗼𝗰𝗸 𝗣𝗿𝗶𝗰𝗲: The company announced a 50-for-1 stock split, taking the shares from $3,000 to $60. What this actually means. 𝗜𝗻 𝘁𝗵𝗲𝗶𝗿 𝗢𝘄𝗻 𝗟𝗲𝗮𝗴𝘂𝗲: Nvidia unveiled its latest generation of GPUs this week, delivering a substantial enhancement in performance and efficiency to their already influential chips, which have played a pivotal role in driving the AI revolution. If you’re interested in understanding how market/economic events influence our investment/wealth management strategy, contact us at [email protected]. #investing #economy #wealthmanagement #mrbeast #amazon #gemini #nvidia #blackwell https://wix.to/LXBJX3N

WHAT IS A MOAT? A company's moat denotes its capacity to uphold competitive advantages that are anticipated to shield it from rivals and sustain profitability in the future. Five Sources of Moat: 1. Switching Costs:      Switching costs empower a company with pricing authority by securing customers within its distinctive ecosystem. Beyond the financial investment required for a switch, these costs can also be gauged by the effort, time, and psychological impact associated with transitioning to a competitor. 2. Intangible Assets:      While not always easily measurable, intangible assets may encompass brand recognition, patents, and regulatory licenses. They can hinder competitors from replicating products or grant a company the ability to command premium pricing. 3. Network Effect:      A network effect manifests when the value of a product or service escalates with the expansion of its user base. Each additional customer contributes exponentially to the product's or service's value. 4. Cost Advantage:      Companies capable of manufacturing products or delivering services at lower costs than competitors often have the ability to sell at comparable prices while accruing excess profit or the flexibility to undercut competition. 5. Efficient Scale:     In a market constrained in size, prospective new entrants may lack motivation to participate as it would diminish industry returns below the cost of capital. What are the latest MOAT in E-commerce, any suggestions? #ecommerce #ai #moat #Business #businessmodels #hbr #ecommercestrategy #strategy #vr #applevisionpro #gameindustry #amazon #gartner #techcrunch #wired #WSJ #economist #openai

Faultline 1,000! 🥳🎉🍺 Go here for the full issue: https://lnkd.in/dfjGtx3 // FASTHub by MuxIP brings podcasts to #FAST – just what the doctor ordered // Amagi Corporation snares Virgin Media O2, UKTV, in British FAST surge // #Hollywood accounting bites Disney Streaming, South Korea rocked by box office fraud // #CloudProduction comes of age, enters democratization phase // Amagi says LATAM giants beat US #CTV rates, but so does everyone else // #AI #codecs are not for today, publishers want quality gains over savings // Standardization needed at the edge for true delivery flexibility // #LiveEvents boosted by brands, #OpenInternet still scares producers // #Streaming ads still trail linear, Amazon boasts National Football League (NFL) insights // Adtran arrives late to #WiFi cloud management wars // Build your own cloud, maybe make it green, says NETINT Technologies Inc. symposium // China rushes to buy NVIDIA #AIchips ahead of expected US crackdown // 'Worth Noting' in #OTTVideo News, Deals, Launches and Products Analysis from Tommy Flanagan, Alex Davies, Rafi Cohen, Quentin Vidberg #paytv #ott #svod #avod #broadcasting #videodelivery #videonetworks

Good post by Mike Dano on APIs. "77% of developers will need full coverage of a country to make use of 5G APIs. And 51% need multiple countries covered" according to a Kearney study. Which is why I was looking at multiple operator API launches and global coverage in the article I wrote a couple of weeks ago here: https://lnkd.in/eKeBtwga #apis #telecoms #innovation #ecosystems #strategy #opengateway

The network is a ‘platform’ (like an ios or an Android) on which killer apps are developed. That, I believe, is the potential of the network APIs. Great to see it in action at ATT

If a business aims for anything less than a monopoly, it risks eventual failure. Monopolies are created through four primary means: 1. Brand effect (e.g., Apple) 2. Proprietary rights (e.g., Google) 3. Network effects (e.g., Facebook/IG) 4. Economies of scale (e.g., Amazon)

"Exciting news in the tech world! 🚀 The innovative 'Claude 3 Opus' is now available on Amazon Bedrock. With a sleek design that merges art and technology, this latest offering symbolizes a leap into the future of digital platforms. Proud to witness the collaboration between Amazon and Anthropic, showcasing the power of partnership in driving progress. #Innovation #TechTrends #DigitalFuture"