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One nagging question around AI is what the long-term business models will look like and whether these companies will be able to charge enough to become profitable. We looked at the ten most popular paid consumer subscription apps to get a better sense of historical pricing power. On average, their prices have increased 1.7% faster per year than the rate of inflation. The bottom line: this is good news for ChatGPT, Grok, Gemini, Claude and Perplexity, because it shows that if you get consumers hooked, you can gradually start raising prices.

Deepwater’s second annual Frontier Tech Survey measures the American public’s viewpoint on emerging technologies, including AI, Electrification & Automation, the Creator Economy, and Relationship with Tech. Key Takeaways: AI – General usage is increasing but we are still early in the…

We asked Gemini, ChatGPT, Claude, and Grok 15 questions about upcoming events to determine which models are most effective at looking into the future. This note is centered on “predictions” in the balance of 2024, which we’ll cover as they…

Gene and Andrew discuss the most important tech events for the week ending on April 8th. Musk’s investment in Twitter was no surprise given his vocal stance on free speech and his mission-driven investment approach. Given that he’s now a…

Gene and Doug discuss: With all that’s going on in Western Europe, we wonder if European regulators will be more kind to U.S. tech companies. The real question is: Will U.S. regulators be more kind to U.S. tech companies? Netflix…

Gene and Doug discuss Jack Dorsey’s recent Web 3.0 comments and conclude that they win the 2021 “Most Entertaining in Crypto” award.

Parag:  Of all the major social networks, the ratio of value that Twitter captures relative to the value it creates for the world is the lowest. Despite the lede, this isn’t another investor letter to chide Twitter’s challenged business.  The…

Last year, we predicted a few items for this year’s gift guide: AirTags | $29 | Apple’s network-driven approach to tracking your stuff. AirPods Studio [AirPods Max] | $549 | The ultimate AirPods listening experience. Tickets to Broadway | $29+…

Below are the read-throughs for the upcoming Apple and Amazon September earnings based on results from Google, Microsoft, and Twitter, along with their key takeaways. Apple read As for the macro, Google did not caution as much about the soft…

This piece was originally published on Doug’s Substack, Uncomfortable Profit. Any idea that touches gender or race is uncomfortable. It’s easy to devolve into political and ideological beliefs when you talk about the most powerful components of personal identity. But…

That’s the latest in the debate on free speech and social media platforms. Facebook has said it will not censor ads from legitimate political candidates, meaning candidates are free to lie in their Facebook ads. Facebook’s decision has led to…

All meaningful social internet platforms are worlds that merge elements of identity and reality so users can interact in a compelling way. Identity is the character that users play in the world. Reality is the shared context and understanding that…