HeyJaredMyles Younger
I'll cover three topics: AI and consumer behavior, data and Cloud in advertising, and the changing face of mass media in the 2020s.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest issues
With Muse AI, Meta Gives You Your Own Cloud VM. Will Everyone On Earth End Up With One? (opens the original)
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This is a post I’ve been meaning to write for several years. The question of where everyone’s personal AI (and overall digital life; keeping in mind those two may merge into the same thing) will “live” affects a great many things.Curiously, I don’t see this topic being explored all that much. It feels like everyone is assuming you’ll access AI the same way you access Facebook or use Google: as a cloud app you log into alongside billions of other users/tenants. Your digital presence will continue
The “B2B2C” AI Cloud. An Overlooked Opportunity for Meta to Monetize its Compute? (opens the original)
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In May 2024 I posed a question: Could the AI race push Meta to launch a cloud computing platform? By late 2025, rumors were circulating about OpenAI launching its own cloud platform and I revisited the thesis.In early 2024, Big Tech’s escalating GPU arms race was still framed as an AI land grab where the means (capex and compute) mattered more than the ends (revenue and profit).<div class="subscriptio
Why it Was Mathematically Inevitable that Netflix Would Eventually Reinvent Basic Cable (opens the original)
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Note: This is a long article and will probably hit the Gmail length limit, so you’ll want to visit Substack to read the whole post.Well, look who’s reinventing cable TV.Thanks for reading! Subscribe for free to receive new posts and support my work.<div class="fake-input-w
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