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Online Dating Summit

March 14, 2023

Pendry Manhattan West

Hosted by Dan Salmon and US Internet Team

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Additional Events

Apr
20
Communications

AMZN/GSAT: DEAL OVERVIEW, IMPLICATIONS, WINNERS & LOSERS

April 20, 2026 — Virtual
Hosted by David Barden, Pierre Ferragu, Blair Levin, James Ratzer and Dan Salmon

Event Details

US Internet Research

April 15, 2026

CLIENT CALL SLIDES - Updated AI ROICs for GOOGL, AMZN and META: everyone lower as higher AI capex flows through

By Dan Salmon
April 15, 2026

Updated AI ROICs for GOOGL, AMZN and META: everyone lower as higher AI capex flows through

By Dan Salmon
April 13, 2026

AWS/GCP: Updating our OpenAI & Anthropic Contributions to Revenue Growth

By Dan Salmon
April 10, 2026

AMZN: Updated AWS AI vs non-AI revenue mix on new $15B+ AI run-rate

By Dan Salmon
April 9, 2026

AWS/GCP: Updated Anthropic P&L and Compute Spend Analysis

By Dan Salmon

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