-
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.
-
Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.
-
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.
-
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.
-
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.
-
Google is at its best when its product focus follows its business model; for too long Android was a detour.
-
Amazon Cuts Affiliate Marketing, Google Versus French Publishers, Streaming Services and Movies
Amazon cutting affiliate fees, Google versus French publishers, and movie studios seeking to sell to Netflix are all examples of the same trend: you must own your relationship with your customers.
-
Coronavirus Clarity
The coronavirus crisis is making clear just how powerful tech companies are; hopefully this leads to a much more productive conversation about how that power should be utilized or regulated.
-
The Apple-Google Partnership, How to Contain the Coronavirus, Apple-Google Policy
The Apple-Google partnership is valuable not just for what it offers today, and for it might offer in the future, but also the decisions it forces on us as a society.
-
Zoom and Facebook, Zoom Mistakes, Zoom Fixes
Zoom was sharing data with Facebook, probably on accident, but it is the company’s second major privacy and security-related screw-up. It’s a real concern as far as the company’s upside — and so is its connection to China.
-
Changing Priors, Action Plans for Big Tech, The Airbnb Disaster
The coronavirus crisis should be changing long-held beliefs. Then, what tech companies can do to get us out of this crisis, and Airbnb’s disastrous decision to not go public sooner.
-
An Interview with Eugene Wei About the Half-Life of Information
In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
-
Amazon Just Walk Out, Waymo Raises $2.25 Billion
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
-
The Future of Tech Conferences; Apple’s Supply Chain, Continued; Remote Work and Zoom
Three potential long-term impacts of COVID-19 on the tech industry might be seen in consumer-focused developer conferences, supply chains, and Zoom’s chances versus Microsoft.