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Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
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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 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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Apple Versus Governments, Apple’s Legitimate Privacy Claims, Privacy and Paranoia
The pushback to Apple’s move suggests that people are more concerned about their devices spying on them than they are third parties tracking them.
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Olympic Ratings, Google Earnings, YouTube and Brand Advertising
Google’s results were even better than the rest of the industry, thanks to YouTube.
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Philosophy and Power; Advertising, Targeting, and Tracking; The Real Winners
Advertising is on the verge of substantial changes, which will primarily benefit Apple and Google. Is it worth the tradeoff?
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Google Sued Over Play Store, The Differences Between Apple and Google, Changing the Rules
Google is facing another antitrust lawsuit, this time over the App Store; it’s a more compelling case than Apple v. Epic.
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Shopify Lowers Developer Fees, Scaling Digital Suppliers, The Power of App Stores
Shopify is lowering fees for developers, which makes sense given it is operating an app store, the Internet’s most powerful business model.
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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.