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!

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…

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

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