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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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Medium the Network, Automattic Buys WooCommerce, Google and the Value of Identity
This Daily Update examines Medium’s seeming pivot towards being a network instead of a publisher, which is a contrast to WordPress.com’s latest move towards e-commerce. Finally, a brief examination of why identity matters.
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Apple Watch, Platforms, and Ecosystems; AdBlock Plus Launches Android Browser; Spotify and the Power of Labels
This update expands on my Apple Watch review by discussing the differences between platforms and ecosystems and why that matters for the Watch’s long-term success. Then, a revisit of the ad-blocking debate, and a discussion of why labels are more powerful now than previously.
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Google’s BeyondCorp, Reddit’s Anti-Harassment Policy, Speech and Abuse on the Internet
Today’s update discusses Google’s new corporate security approach as well as Reddit’s new anti-harassment policy, as well as the surprising way in which they are connected.
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Yelp is for Sale, Fitbit Files for IPO, HERE Maps Update
In today’s Daily Update: – Yelp is for sale. I discuss the problem with Yelp’s advertising business, as well as who might buy them and why – Fitbit is filing for an IPO. The company has some impressive numbers, and they are an interesting contrast to a company like Yelp. However, the Watch is coming… -…
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AWS Follow-up; Tesla Powerwall; Google, LinkedIn, and Playing Nice
Today’s Daily Update includes: – Follow up on yesterday’s post on AWS, including why Amazon still worries me – An overview of the Tesla Powerwall and what kind of company Tesla is – A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why
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Daily Update: Amazon, Microsoft, and Google Earnings
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Daily Update: Twitter Follow-up, EU Begins Antitrust Action Against Google, Is Antitrust the Answer?