-
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.
-
Facebook and Virtual Reality Follow-up, Tim Cook’s Speech on Privacy, What About China?
More on Facebook, virtual and augmented reality, and it’s long-term strategic play. Then, Tim Cook gave a remarkable speech on privacy; how much does Apple’s stance matter?
-
Google Data Issue Follow-Up, Battle for the Home Follow-Up, Apple’s Device Business Model
Follow-up Thursday: more on Google’s data exposure, then the The Battle for the Home rages on. Plus, Apple’s business model strikes again.
-
Uber’s Bundles
Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.