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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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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.
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The Justin Caldbeck Affair; The Enablers; Avis, Hertz, Waymo, and Apple
A salute to Danny Sullivan, then a note on the Justin Caldbeck affair: he must be held accountable, but so must his enablers. Then, the changing structure of the car industry.
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Mark Zuckerberg: Politician, not President, EU to Fine Google, Amazon Prime Wardrobe
Mark Zuckerberg may be acting like a politician, but I highly doubt he is running for President. Then, Google will be fined by the EU, and Amazon launched Prime Wardrobe
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Ford Fires CEO, Car Companies and the Future, Anthony Levandowski vs. Google
Ford has a new CEO, and it probably doesn’t have much to do with the tech industry. That said, what car companies are best placed for the future? Plus, 100x engineers and the problem of culture.
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Second-Generation TensorFlow Processing Units, What are TPUs?, Groq
Perhaps the most interesting announcement at Google I/O were the second generation Tensor Processing Units and their integration into Google’s cloud. Plus, a competitor looms.