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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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U.S. Department of Justice Preparing Investigation of Google?; The DoJ, Google, and Politics; The Antitrust Indicator
Google is potentially facing antitrust action in the U.S., and both Democrats and Republicans appear to be on board. Then, why antitrust action, even if justified, is usually an indicator of decline, not a cause.
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China, Leverage, and Values
If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
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Google and Huawei, Android and Huawei, The U.S. Impact
Google is pulling Android support from Huawei, which won’t make a difference in China but will have an impact internationally. Then, why Apple has the most to lose.
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Google IO Follow-up, Linux on Windows, Microsoft’s Developer Strategy
More on Google’s I/O keynote, particularly about how the company is well-positioned for a privacy-centric world. Then, Microsoft is doing an excellent job of appealing to developers.
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Google Fights Back
At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people’s lives better
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Apple Earnings, Google Earnings, Amazon Earnings
Apple, Google, and Amazon’s earnings all showed fundamental weaknesses in the consumer market; perhaps these companies are not all-powerful.
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Uber Questions
Uber’s S-1 raises more questions than it answers
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Disney and the Future of TV
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.