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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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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.
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Google Earnings, Amazon Earnings
Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).
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Amazon Go and the Future
Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.
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AT&T Pulls Out of Huawei Deal, Apple’s Other China Problem, YouTube’s Logan Paul Decision
AT&T skipped out on its deal with Huawei, reportedly under political pressure. Expect more tech issues between the U.S. and China, and Apple has the most to lose.
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LaVar Ball and Deciding Viewers; The Logan Paul Controversy; Spectre and Philosophy, Redux
The latest controversy in the basketball world illustrates how the destruction of media business models has far-ranging effects. Then, the Logan Paul controversy, and why the way forward depends on getting core assumptions right.
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AWS Fargate and Kubernetes Support, Embrace and Extend, AWS’s Execution Advantage
AWS announced Kubernetes support, which seems to fulfill Google’s strategic objectives: strategy without execution, though, can turn the tables.