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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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Does Uber Have a Strategy Problem?, Netflix and Aggregation Theory, Google Trips
Is Uber bad at strategy? It would be understandable if they were. Then, Hollywood is finally realizing that Netflix is a textbook aggregator. Plus, why Google Trips exists
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Uber’s Problematic Google Deal, Lyft’s Sales Pitch, Twitter’s Live Hail Mary
Uber took a shortcut with Google two years ago and are paying the price today, even if the wound is only temporary. Meanwhile, Lyft is costing Uber money but not strategic positioning, and seem to be marketing themselves to acquirers. Plus, mourning the end of what Twitter could be (and no, the NFL didn’t help).
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Samsung “Recalls” Galaxy Note 7, Fitbit Updates Fitness Trackers, Apple to Repatriate Profits?
Samsung seems to have handled the exploding Note 7 as well as they could have, Fitbit releases new products that raise questions about Apple Watch pricing, and a follow-up on Apple’s tax mess
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Google, Uber, and the Evolution of Transportation-as-a-Service
The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?
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Google Earnings, Microsoft Earnings
Google’s earnings were fantastic, but I’m still not totally convinced about their shift to mobile. Microsoft’s were good as well, but what was under the surface was more important.
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Follow-up: Governments’ Focus, Elizabeth Warren’s Speech on Competition, Facebook Changes the News Feed
One more follow-up to Tuesday’s Weekly Article, then why I don’t necessarily disagree with calls to regulate big platform players. Then, Facebook has changed the news feed, and while there will be an impact on media companies, the bigger news is what this says about Facebook.
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Brexit and Tech: The Narrow View, HBO Versus Netflix, Amazon Dash Buttons
There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.
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Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge
Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.