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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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The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain
The U.S. government banned companies from selling to ZTE for issues unrelated to the current trade war; that may not much matter, and Apple and other U.S. tech companies could soon feel the pain.
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Google Sells Zagat to The Infatuation, The Infatuation and Zagat, More on Google and AMP
A review of why Google bought Zagat, what The Infatuation might do with the review site, and the parallels with the AMP project.
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The Athletic Raises $20 Million, Four Stories on Tech and Politics
The Athletic is right to go for it, and raise more VC money. Then, tech and politics is only becoming more complicated as national security concerns enter the debate.
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More Spotify; Spotify, Uber, and Airbnb; Uber, Waymo, and SoftBank
A bit more on Spotify, and then the lessons to be learned by Uber and Spotify. Plus, a potential Uber-Waymo partnership, and why they company will likely sell-out in Southeast Asia.
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More on Chrome and AMP, The Case Against Google, Decentralization and Paradigm Shifts
More on Chrome and AMP, and what The Case Against Google gets wrong about Microsoft. Then, why decentralized networks are aggregator kryptonite.
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The Aggregator Paradox
Google is winning with AMP and blocking ads in Chrome: both seem bad, but aren’t they actually good for consumers? That is the paradox of aggregation.
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Shipping With Amazon, FBA Onsite, Uber and Waymo Settle
Amazon is unsurprisingly moving into logistics. It is another announcement, though, that explains the orthogonal way they are doing so. Then, Uber and Waymo settle in a win-win.