Ryan M Craver

More of the Same: AWS & Advertising Power Profit Growth Despite Rising Retail Inventories $AMZN ryanmcraver.com/blog/2026/2/6/…

The gold rush. theverge.com/tech/900302/ai…

Google AI Pverviews correct 9 of 10 times $GOOG nytimes.com/2026/04/07/tec…

Compute.

Software engineering jobs increase yet quite crowded businessinsider.com/ai-isnt-killin…

Solid overview of AWS $AMZN geekwire.com/2026/aws-at-20…

Compute, compute, compute scarcity and margin protection

🤯Coatue believes Anthropic will be doing $200b in revenue in 2031, ARR of $224b in ARR, up from $19b today

Sonnet 4.7 just around the corner qz.com/anthropic-clau…

The flippening is happening in gambling and bets bloomberg.com/news/articles/…

There was so much promise with the Disney licensing, none of this would have been pulled if @AnthropicAI wasn’t gaining so much share in recent weeks

Solid breakdown of what it's like to consume news and content (I typically only use RSS) thatshubham.com/blog/news-audit

February 2026 LLM Market Share Snapshot ryanmcraver.com/blog/2026/3/22…

Chart Candy: Solo Activities, OpenAI, SaaSpocalypse ryanmcraver.com/blog/2026/3/22…

Google is the default search engine on Comet iOS (unlike on Comet desktop): Most mobile browser searches are around navigating to restaurant or local shops, checking scores, shopping, hotels. Google does a much better job here than anyone else in the world, including Perplexity.

Kalshi latest valuation of $20b is looking reasonable as international begins, massive share to pull from traditional gambling and the extension of betting on events you never thought of. Can't believe I'm saying it. bloomberg.com/news/articles/…

Here's the quarterly Average Revenue per User for social media companies. Pinterest: $2.16 Snap: $3.62 Reddit: $5.98 Meta: $16.56 What makes Meta so much better at monetization? $PINS $SNAP $RDDT $META

Wild amount. engadget.com/cybersecurity/…

These charts of Semis vs Software are wild from @bespokeinvest

The New York Times made news the loss leader for a $2 billion digital revenue machine, and this chart is the receipt. News-only subscribers dropped 65% since June 2022. Bundle subscribers grew 227%. That looks like a news collapse. But the NYT deliberately killed its standalone news product. They stopped marketing it. They made it nearly impossible to buy a news-only subscription on their website. They priced the full bundle (News + Games + Cooking + Athletic + Wirecutter) at $2/month introductory, cheaper than a standalone Games subscription. News-only ARPU is $13.33. Bundle ARPU is $12.92. Single non-news product ARPU is $3.36. Those 4.3 million single-product subscribers paying $3.36/month? They’re not the business. They’re the funnel. The NYT CEO said it explicitly on the earnings call: single products are “funnels to get people to subscribe” to the bundle. Games now accounts for over 50% of time spent inside the NYT app. Wordle, Connections, and the Mini pull 10+ million weekly players who never intended to read a news article. But half of all NYT subscribers now pay for the bundle, and bundle subscribers retain longer, engage more, and accept price increases. The bundle just went from $25 to $30/month. The result: digital revenue crossed $2 billion for the first time in 2025. Free cash flow hit $550 million. Adjusted operating margins reached 24% in Q4. Berkshire Hathaway just took a billion-dollar position. While the Washington Post cut 300 journalists last week, the Times added 1.4 million subscribers. This chart shows a news company that built an attention ecosystem where Wordle gets you in the door, Cooking keeps you at breakfast, The Athletic owns your commute, and by the time you think about canceling, you’d lose four products instead of one. The NYT figured out that the way to fund journalism in 2026 is to make sure you can’t quit the crossword.

🤔 cnbc.com/2026/02/20/ope…