Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265)

Understanding AI Infrastructure Part 1: Apps ...

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Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough (292)

This week’s podcast is about Shein, which is about to go public. It has had a lot of success as a specialist in cross-border fashion ecommerce. But it needs to move beyond this going forward. You can listen to this podcast here, which has the slides and graphics mentioned. Also a ...  Show more

DEEP Robotics, Galbot, and Booster Robotics Have Compelling Use Cases (291)

This week’s podcast is about rising robot companies that I have found compelling. That have clear use cases that scale. And that have indications of competitive advantages. They are:AgiBot (discussed in last podcast)GalbotBooster RoboticsDEEP RoboticsYou can listen to this podcas ...  Show more

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