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OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
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Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.
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Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.
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Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.
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Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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Evaluating Sundar Pichai, EC Announces New Google Investigation, Amazon Blocks FLoC
Google doesn’t have a leadership problem, it’s just getting old. Plus, another EC investigation, and why Amazon’s advertising business is well-placed.
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Shop Pay on Google and Facebook, Shopify’s Evolution, The E-Commerce Shift
The announcement that Shop Pay is available to any merchant on Facebook and Google marks an evolution in both e-commerce and Shopify itself
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Apple Ads and the Anti-Steering Argument, Additional Follow-up
Apple’s argument defending its anti-steering provisions also explain the company’s approach to its burgeoning ad business.
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An Interview with Google CEO Sundar Pichai
A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.
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Google IO: Google’s Reality, Workspace and Smart Canvas, Wear + Tizen
Google’s IO seemed boring, but taken in totality, revealed Google’s ambition to create a new reality. Plus Smart Canvas and the partnership between Wear OS and Samsung’s Tizen.
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Distribution and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
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Cloudflare on the Edge
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.
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App Stores in Congress, Apple’s Arguments, Meta Points
Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.