Paul Bannister

I'll start with this: I am not paranoid. But sometimes they really are out to get you.

Apple's services business has been a major growth engine of the company over the last 10 years - that consistently growing green line in the chart. 1/

It's funny how the frontier models 6 months ago were clearly OpenAI, Anthropic, and Google. Now it's just OAI and Anthro. But Google, via AIO and AIMode, has the widest distribution. So Google seems to have ceded the high end and is going after the scaled but low-quality market

I would argue that the open web isn't dead and it won't die. It will be smaller (it already is) but it will also be better. The headwinds it faces are filtering out the best from the rest (although there will be collateral damage), and that will make it better. 1/

I was kinda curious - in adtech twitter, how many people are familiar with the whole huggingface/chatgpt hack issue? Was talking to some people last night who weren't familiar and I was just wondering if that was small sample size or it wasn't broadly followed...

So last week I alluded to the fact that we were finally getting an agentically-bought deal live, and it happened! Agentic has been the talk of the town for a while now, but from every conversation I've had, there really wasn't any volume (sans a handful of CTV deals)... 1/