It can feel a little odd to write about anything other than generative AI these days, but I sometimes remind people that all the things that we were talking about in October 2022 are still there. E-commerce is still growing (it’s now 40% of non-food retail in the UK!), Amazon has a $50bn ad business, peak TV is over, and Meta is still investing in VR and AR - at last $50bn so far. There’s nothing new to say about this: Meta has a device at roughly the right price that isn’t good enough yet, and ...