Charlie Nave @Nave_Ch

Assoc Prof (Monash), Direct/Site-Lead @ CDL-Melbourne. Emerging technology (☁,🤖, 🔋+🧠 🚗, 🚀, 🛰, 💾). Tweets are ❌ advice, views are my own. Joined June 2020

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Charlie Nave @Nave_Ch

3 years ago

The AI Ecosystem. Public, private, US, China. Foundational layers, showing investment flows and ownership. As usual, thoughts welcome! #AI $MSFT $NVDA $META $GOOG $IBM

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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-innov…

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Charlie Nave @Nave_Ch

3 years ago

Weekly Innovation Review (WIRE) #59. @Apple @neuralink Arm @gitlab @CoreWeave open.substack.com/pub/granitebay…

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Charlie Nave @Nave_Ch

3 years ago

The Weekly Innovation Review (WIRE) is back. $NVDA, @Lightmatterco, @jpmorgan #IndexGPT, @WPP, @potatotrade_ open.substack.com/pub/granitebay…

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Charlie Nave @Nave_Ch

3 years ago

@siavashg Brick and mortar Shop Shop

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Charlie Nave @Nave_Ch

3 years ago

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

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Charlie Nave @Nave_Ch

3 years ago

@Shopify Fulfilment Network (SFN) explained in this 100+pg $SHOP report (free). @tobi @ShopifyDevs @harleyf @nejatian granitebaycap.com/insights

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Charlie Nave @Nave_Ch

3 years ago

@dissectmarkets @JoinCommonstock Read Chip War by @crmiller1. Will give you great perspective on a VERY complicated sector.

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Charlie Nave @Nave_Ch

3 years ago

@dissectmarkets Intel are significantly behind the curve. Only just reinvesting into being a fab business and nowhere near the sophistication of TSM. The hedge (in case of conflict) is TSM and Samsung building fabs in the US and elsewhere.

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Charlie Nave @Nave_Ch

3 years ago

@charliebilello @charliebilello - hopefully some good insights for you in this 100pg SHOP report published last week. Rgds, Charlie Nave granitebaycap.com/_files/ugd/015…

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Charlie Nave @Nave_Ch

3 years ago

@IvanaSpear @nejatian @IvanaSpear - some good insights (I hope!) in this 100pg $SHOP report I published last week: granitebaycap.com/_files/ugd/015…

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Charlie Nave @Nave_Ch

3 years ago

@LogicalThesis @LogicalThesis - I’ve articulated a lot of this in this SHOP report published last week. Hope it helps. granitebaycap.com/_files/ugd/015…

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Charlie Nave @Nave_Ch

3 years ago

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/shopify-the-…

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Charlie Nave @Nave_Ch

4 years ago

@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!

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Charlie Nave @Nave_Ch

4 years ago

@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

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Charlie Nave @Nave_Ch

4 years ago

@thespencerwalsh Let's see how quickly they close the gap on fulfilment in the coming years. With the $2bn acquisition of Deliverr, you'd certainly hope they near parity on delivery times by 2025.

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Charlie Nave @Nave_Ch

4 years ago

Metaverse ecosystem. Key players in gaming, hardware, software, graphics engines, decentralised platforms, cloud, payments. $META $NVDA $AMD $GOOG $SNAP $SQ $ADBE $MTTR $ADSK $MSFT $AMZN $QCOM $RBLX $APP $IS $U $BABA $VUZI @NianticLabs @valvesoftware @Soulmachines @magicleap