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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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Alexa and Cortana, Apple Moves Siri, Tim Cook’s Blindspot
Alexa and Cortana’s partnership makes sense when you consider the company’s business models, goals, and partnership impetus (and it shows why Apple and Google won’t come along). Then, why Siri’s reorganization won’t help much.
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Google and The New America Foundation, Google’s Monopoly, Google’s Stupidity
Google allegedly had a think tank team fired for suggesting the company was a monopoly; it was a stupid action that makes the case.
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ARCore, Google’s Benefit to Apple, AR’s Killer App and Apple’s Business Model
Google announced ARCore, which is basically copying ARKit (and abandoning Project Tango). The company that stands to benefit the most from the news is actually Apple.
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Uber CEO Follow-up, BuzzFeed Adds Banner Ads, Google Offers Cheaper Networking
Who wanted Dara Khosrowshahi as Uber CEO? Then, BuzzFeed is making the right move in adding ads, and why Google’s seemingly innocuous decision to offer cheaper networking is so interesting.
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Box and Google Cloud Vision, An Interview with Box CEO Aaron Levie
Box has made a deal to offer Google’s Vision AI services to its customers; is there space to be the intermediary between technology providers and end users? Box CEO Aaron Levie answers those questions and more.
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Google Earnings, Google Cloud Growth?, Microsoft’s Milestone
Google had great earnings again, although the usual questions — and a new one, about Google Cloud — remain unanswered. Then, Microsoft returned to annual revenue growth, an impressive milestone in the company’s turnaround.
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YouTube and the iPhone, Facebook Wins Privacy Case
The lessons that can be learned from YouTube and the iPhone, plus Facebook’s problematic victory in a privacy case.
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Google’s Precedent Problem, Five Stories In Brief
Leaving aside whether or not the European Commission decision is justifiable, it has been made, and Google has a big problem on its hands. Then, five stories in brief on Amazon, Ransomware, Blue Apron, Nintendo, and car rental companies.
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Ends, Means, and Antitrust
Google is a monopoly, and almost certainly a bad actor: shopping, though, is a terrible example that shows how regulators can go wrong.