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Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
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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 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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Goodbye Gatekeepers
Harvey Weinstein was a gate-keeper — a position that existed in multiple industries, including the media. That entire structure, though, is untenable on the Internet, and that’s a good thing.
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Google’s Search for the Sweet Spot
Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.
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Google’s HTC Deal, HTC — and Google’s — Motivations, Apple Watch and Apple Memory
Google has made a rather odd deal with HTC — basically an acquihire. What are the two company’s motivations? Then, Apple Watch news and reviews, and a smartphone-related acquisition that is actually more important than Google’s.
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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.