Charlie Nave

The AI Ecosystem map shows the tech majors, emerging leaders and nations who are racing to build the infrastructure for the next era of industry. ~US$350bn invested (ex-R&D) in AI this year. Let's see how 2026 shapes up!

@marktenenholtz @geoffreyhinton @StanfordHAI @StanfordAILab @MetaAI @quocleix @GuggerSylvain @JeffDean @yeewhye @bhutanisanyam1 @goodfellow_ian @NVIDIAAI @DotCSV @OriolVinyalsML @nalkalc @hugo_larochelle @rsalakhu @sedielem @chrmanning @apaszke @seb_ruder @chelseabfinn @yaringal

@stratechery @Scobleizer @hhhypergrowth @GroqInc @AnthropicAI @clarifai @SambaNovaAI @AdeptAILabs @CoreWeave @CohereAI @OpenAI @VAST_Data @cerebras @TIIuae @huggingface @BigscienceW @AI21Labs @AiEleuther @tenstorrent @SiMa_Inc @graphcoreai @Alation @dataiku @PliopsLtd

The AI Ecosystem. Public, private, US, China. Foundational layers, showing investment flows and ownership. As usual, thoughts welcome! #AI $MSFT $NVDA $META $GOOG $IBM

This week’s innovation review comes from the sidelines of @creativedlab Super Session in Toronto. Key WIRE topics this week - AI and Semiconductors + some great med tech advancements! granitebaycap.substack.com/p…

Weekly Innovation Review (WIRE) #59. @Apple @neuralink Arm @gitlab @CoreWeave open.substack.com/pub/granit…

The Weekly Innovation Review (WIRE) is back. $NVDA, @Lightmatterco, @jpmorgan #IndexGPT, @WPP, @potatotrade_ open.substack.com/pub/granit…

Brick and mortar Shop Shop

Who will be the big winners in an increasingly congested e-commerce landscape? All outlined in this free 100pg @Shopify $SHOP report: granitebaycap.com/insights @WooCommerce @ecwid @BigCommerce @opencart @eComchain @AdobeCommerce @GXOLogistics @ShipBob @DeliverrInc @RedStagFulfill

@Shopify Fulfilment Network (SFN) explained in this 100+pg $SHOP report (free). @tobi @ShopifyDevs @harleyf @nejatian granitebaycap.com/insights

Read Chip War by @crmiller1. Will give you great perspective on a VERY complicated sector.

Intel are significantly behind the curve. Only just reinvesting into being a fab business and nowhere near the sophistication of TSM. The hedge (in case of conflict) is TSM and Samsung building fabs in the US and elsewhere.

@charliebilello - hopefully some good insights for you in this 100pg SHOP report published last week. Rgds, Charlie Nave granitebaycap.com/_files/ugd…

@IvanaSpear - some good insights (I hope!) in this 100pg $SHOP report I published last week: granitebaycap.com/_files/ugd…

@LogicalThesis - I’ve articulated a lot of this in this SHOP report published last week. Hope it helps. granitebaycap.com/_files/ugd…

Shopify: The Invisible Selling Machine Click below for 100+ pg report breaking down @Shopify, global e-commerce, competitors, opportunities, and threats. *Report is general information (NOT financial advice) @tobi @harleyf @nejatian @leinwand granitebaycap.substack.com/p…

@Disney's Q2 see them nudging out @netflix , whilst @wbd battles it out in the second division with @paramountco! Will be intriguing to see how the ad-based tiers fare in 2023 and beyond!

@Shopify $SHOP in a 🥜nutshell. Using @Gymshark as an example, Shop is an agnostic platform that enables merchants to sell anywhere (in-store, online....metaverse). @tobi @harleyf @leinwand

Let's see how quickly they close the gap on fulfilment in the coming years. With the $2bn acquisition of Deliverr, you'd certainly hope they near parity on delivery times by 2025.

Metaverse ecosystem. Key players in gaming, hardware, software, graphics engines, decentralised platforms, cloud, payments. $META $NVDA $AMD $GOOG $SNAP $SQ $ADBE $MTTR $ADSK $MSFT $AMZN $QCOM $RBLX $APP $IS $U $BABA $VUZI @NianticLabs @valvesoftware @Soulmachines @magicleap