Spotify link:

Very intrigued to see how well the facetime digital rendering works/looks on Vision Pro.

"Unlike robotics, which has affected blue-collar workers, GAI is likely to impact knowledge worker jobs like marketers, software developers, writers, accountants, consultants, graphic designers, customer service reps, law clerks, and even equity research analysts (gasp!)."

Jobs with highest exposure to generative AI automation:

Generative AI enterprise use cases:

"make it look like there is snow on the ground"

Re: architecture & design: "draw a picture of an a-frame home set in the mountains with a modern aesthetic"

"make the dinosaurs wearing space suits"

Pretty easy to see how generative AI is disruptive to current marketing / content creation practices: "draw a picture of dinosaurs on mars"

Generative AI marketing applications:

Generative AI stack:

Relevant Generate AI models:

Generative AI use cases:

Generative AI Value Chain

$MDB "Like I said, I think people tend to overestimate the impact of a trend like AI in the short term. And so I will clearly say it wasn't AI that drove the acquisition of workloads. It was really sharp execution by go-to market teams."

$CRM "2021 was just this massive super cycle called the pandemic. And during that, we saw tech buying like we never saw. It was incredible and everybody surged on tech buying..."

"...Customers are absorbing the huge amounts of technology that they bought. And that is about to come, I believe, to a close. I can't give you the exact date, and it's going to be accelerated by this AI super cycle."

...and reduces compute cost. We have worked with a few large customers more recently on these efforts and expect these trends to continue. History has shown that price performance benefits long-term consumption."

$SNOW "A few of our largest customers have scrutinized Snowflake costs as they face headwinds in their own businesses. For example, some organizations have reevaluated their data retention policies to delete stale and less valuable data. This lowers their storage bill...

$MS "I was told that in a nickel-based cathode battery that you'd have to drive a Tesla on solar and wind power for 5 years just to offset the coal emissions from refining the grade 2 pig iron in Indonesia to the grade 1 pig iron." Anyone have the data to support that claim?

$CARS "I think we heard Tesla claim they were going to have to get back in advertising this year. It doesn't shock me that Carvana is going to need to get back into advertising. It's going to be a more competitive market towards the second half of this year."

Copilot is clearly a more action-oriented system with integrations into $MSFT and other 3rd party applications. I've rarely used Cortana but could see myself using Copilot (at least occasionally). At a minimum creates more lock-in for the Windows ecosystem.

Here is a link to the demo video:

"How do I create a logo for my coffee business?"

"What's great music to work to?"