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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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Dithering and Open Versus Free
Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.
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Shopify Shop, Shopify’s Reason to Exist, Google’s Earnings
Shopify launched the Shop.app, which is not only a poor experience but also makes no sense strategically. Then, Google’s earnings show how big tech is going to get even stronger.
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The Anti-Amazon Alliance
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.