rajivjain

Finally, we are at the dawn of the next wave of disruption.

Web 2.0 went from serving users to profit maximization. Amazon became unusable. Streaming services fractured and fragmented, with content locked behind numerous paywalls. Ads permeate every surface.

This is not to say the agentic era will end differently. But at the onset of this era, and for the foreseeable future, customer adoption and trust will decide winners and losers.

That’s an interesting thought experiment. How would advertising need to evolve to appeal to agents vs humans?

The real big question is what happens to display advertising revenue on Amazon, if even a fraction of its traffic moves to these agents.

Amazon ads is a relatively large portion of its retail profits.

Display ads are meaningless to agents. And agentic commerce is a huge threat to Amazon’s profitability.

No wonders, Amazon is actively banning these agents. but for how long is this even viable? Do we simply move our shopping to more agent friendly destinations? Is this an opportunity for Walmart to finally reclaim it’s throne?

My biggest peeve with macOS Tahoe is the App Launcher redesign.

It seems like a clear regression in usability. By moving from a high-density, full-screen experience to a constrained, scrolling window, they’ve increased the interaction cost for launching apps via the mouse. It feels like a 'unification tax. Sacrificing desktop utility to align with non-Desktop modalilties. Does anyone see a functional upside here, or is this purely aesthetic consistency?

One way or other, the cat is out of the bag and there is no going back. Remember Napster. Even if Open AI/ChatGPT is taken down, however unlikely, there is no slowing down the innovation that is about to transform our lives. This moment in time feels like early 2000s when Web 1.0 became real to masses and suddenly everyone had a use for web. We are at precipice of the next big technology cycle, and this is showing all the classical symptoms of incumbents fighting the inevitable disruption

The American technology companies are looking increasingly vulnerable especially internationally. Tech companies are the new wave of American mega corporations. I wonder how the mega corporation of past managed to navigate these challenges? Did US government play any role in protecting the US companies? If so, what drove it, more business friendly Washington, more effective lobbying, or something else?

This is interesting new thinking coming from FTC. The whole concept of "dominant intermediaries" seems to focus on the likes of Apple, Google, Amazon, and Facebook. Can't wait to see how FTC takes this forward.

It’s not that simple. Twitter has business, operations, and employees in India. Twitter can choose to stop doing business in India. This decision will hurt both Twitter and Indian economy. It’s not in the interest of both parties to keep escalating.