Craig Bailey

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September 28, 2023

What do HubSpot customers really care about?

By Craig Bailey
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28September

Hint: It’s probably not product announcements from INBOUND. For listeners to our podcast, and HubSpot partners like us, HubSpot’s annual INBOUND conference is a highlight of the year. But for the majority of HubSpot customers that we work with, most didn’t even know it was on. To them HubSpot is just one app amongst many – a single pond in a raging river of applications – that their...

September 27, 2023

OpenAI valuing itself around $90B

By Craig Bailey
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Via a report in the Wall Street Journal, OpenAI is looking to allow staff to sell shares at prices that value the company in the $80-90B mark. Note: there’s no intention for the company to go public. To put that in perspective, in Australia, there are only two companies who have a higher market cap. Put another way, OpenAI is valuing itself more than almost every company in Australia...

September 26, 2023

Amazon invests in Anthropic

By Craig Bailey
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26September

Perhaps not surprising that Amazon has invested heavily in Anthropic (makers of Claude).

Meanwhile ChatGPT releases another big update, rolling out voice and image capabilities.

What a year it has been so far, and it still feels like we’re just beginning.

September 26, 2023

Kevin Systrom comments about Threads

By Craig Bailey
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From an interview with Kevin Systrom, when asked about Threads, he mentions he can see both a bear case and a bull case: The bear case: It’s more or less what exists elsewhere, and there’s not much differentiated value. While you can get lots of attention very quickly for competing with Elon Musk, that attention turns into real judgment when it either provides value or doesn’t...

September 26, 2023

Apple FineWoven Cases

By Craig Bailey
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Haven’t had a chance to see the new FineWoven cases in person yet, but what a terrible launch they’ve had – with a continuous stream of very bad reviews. Third party leather case vendors must be ecstatic. What a bumper year they’re about to have. UPDATE: Got a chance to see them in the Apple Store yesterday. My impressions: didn’t give me joy, but wasn’t as bad...

September 23, 2023

People I read and follow

By Craig Bailey
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23September

So much content to choose from… here’s a few I read everything from:

Newsletters I read (and pay for):

Stratechery (paying customer since July 2014)

Benedict Evans (paying customer for years)

Blogs I read:

Daring Fireball (John Gruber)

David C Baker

No Mercy No Malice (Scott Galloway)

People I follow:

Dare Obasanjo

Benedict Evans

Alex Hormozi

September 23, 2023

Global Smartphone Brands

By Craig Bailey
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Have a guess how many smartphone brands there are globally (ie that have enough sales volume to be noticed). If you guessed 50, you’re only out by a factor of 5. There’s currently 250 or so global smartphone brands (as per this report from Counterpoint). I didn’t realise there were this many – I was surprised the number was so high. But even more surprising, turns out just...

September 22, 2023

Tim McDonald | The Cheap Seats

By Craig Bailey
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22September

Whether you’re an Anthony Albanese fan or not, this interview by Tim McDonald is a masterclass in how to prepare, engage and cover (for a distracting co-host) when talking with a world leader (like it or not Albo is our country’s leader on the world stage). The interview coverage has been hijacked by the cohost’s antics (including dropping the F-bomb), which is a shame. Because...

September 21, 2023

AI and Legal

By Craig Bailey
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21September

A few related AI articles. First up, Reuters reporting that a trade group for US authors is suing OpenAI, accusing the company of unlawfully training ChatGPT on authors’ books. The report is catching attention because the authors represented include John Grisham, Michael Connolly and George R. R. Martin: “The complaint said ChatGPT generated accurate summaries of the authors’...

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