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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 to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
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Daily Update: Peak Google and Car Insurance, Handicapping the Internet of Things
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Daily Update: Christmas Gifts for Google, Facebook, and Twitter
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Daily Update: Yahoo’s Wrong Choice, What if Yahoo had Bought Google?, Amazon’s E-commerce Vulnerability, plus Stratechery Gifts
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Daily Update: How to Violate Privacy Like a Professional, Microsoft Acquires Acompli, Amazon’s Kiva Cleverness
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Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
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Publishers and the Smiling Curve
Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.
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Daily Update: Why Apple Pay was Blocked, and Why it Will Succeed; Google Reorgs, Kind Of