-
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
-
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.
-
Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.
-
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.
-
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.
-
Google is at its best when its product focus follows its business model; for too long Android was a detour.
-
Boring Google
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
-
The Uber Disaster Round-up, Waymo and Lyft Form Partnership
Uber’s disasters continue, but the Lyft partnership with Waymo has a chance to be existential.
-
Apple-WeChat Follow-up, Windows 10 S and the Education Market
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
-
Alphabet Earnings; Revisiting Peak Google, Again; How Mobile Helps Google
Google had another stellar quarter; was Peak Google wrong, or did I just underestimate mobile?
-
Not OK, Google
Google is making an algorithmic change to demote fake news, but its lack of transparency around its actions is concerning in its own right.
-
Artificial Intelligence Follow-up, FCC Privacy Rules Overturned, Winners and Losers
A follow-up to The Arrival of Artificial Intelligence, then an explanation of what just happened with ISPs and privacy, and a review of the winners and losers.
-
On Agency Commissions and Fees, Google’s Advertising Changes, Foursquare Analytics
Following up on Ad Agencies and Accountability, first with a correction on agency fees, and then a discussion of Google’s announced changes. Then, Foursquare has completed its multi-year pivot, and it looks like a great business.
-
Ad Agencies and Accountability
Google is in hot water again, this time for ads placed against objectionable content. However, ad agencies and brands are just as responsible, and can no longer live in the past.
-
Microsoft Teams Launches, Integration Versus Hybrid, Complexity and Strategy
Microsoft Teams has officially launched, and the batter with Slack is as fascinating as ever. Indeed, it is perhaps the most compelling battle in all of enterprise software.
-
Waymo’s Lawsuit Against Uber, Existential Logic, Uber — and Google’s — Miscalculation
Uber looks to be in very big trouble if the allegations in Waymo’s lawsuit are true; this also may be what finally does in Uber CEO Travis Kalanick. Google, though, messed up too, in the same way they have before.