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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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Daily Update: Google and Mozilla Ban CNNIC, GitHub Attacked by Great Firewall, Apple Tops in Urban China
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Daily Update: Google, Intel, and TAG Heuer Announce Partnership; FTC Staff Recommended Suing Google for Antitrust Violations
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Daily Update: The Samsung Galaxy S6, Samsung Pay, HTC: Industrial Design for Hire
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Daily Update: Google Wallet, Softcard, and the Perils of Modularization
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Daily Update: Google’s Earnings, Amazon Earnings (and WorkMail)
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Dear Zoë Keating: Tell YouTube to Take a Hike
Zoë Keating is an example of a new kind of content creator who can best maximize their revenue by going direct to consumers.