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Analyzing Revenue Potential and Business Models of Tech Companies
Exploring the revenue potential of tech giants Google and Apple alongside Open AI, highlighting differences in profit margins and business approaches. The discussion covers varied monetization strategies, competitive analysis, and the vision for a services marketplace.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:50) Jumping into the keynote from Apple and whether or not it impressed.
(5:24) “Apple Intelligence” has landed!
(8:32) Reactions to the new Siri.
(10:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(12:42) The importance of Apple’s addition of “on-screen awareness”.
(16:30) Breakdown of Apple’s use of data with their AI.
(19:48) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(23:53) ChatGPT’s integration with Siri.
(26:32) Unpacking the “free” use of ChatGPT with Apple products.
(30:01) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
(31:07) Discussing the relationships between OpenAI and Microsoft and now Apple.
(34:44) More “ooohs” and “ahhhs” from Apple’s new Image Playground.
(40:25) Jason breaks down other key announcements from WWDC 2024 including a password manager and Apple TV’s new “Insights”.
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Links:
Watch Apple’s WWDC 2024 Keynote: https://developer.apple.com/videos/play/wwdc2024/101/
Article on Fearless Fund: https://www.bloomberg.com/opinion/articles/2024-06-06/the-fearless-fund-should-keep-fighting-racism-in-venture-capital
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(19:48) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(30:01) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
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Listen to the best highlights from the podcasts you love and dive into the full episode