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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’s Strengths, Weaknesses, Opportunities and Threats
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Smartphone Truths and Samsung’s Inevitable Decline
For me, anyway, the most surprising thing about Samsung’s disappointing earnings was just how surprised many folks seemed to be. The smartphone market is a massive one, but also rather predictable if you keep just a few key things in mind: Everyone will own a smartphone – I don’t think this is controversial, but it’s […]
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Daily Update: More iWatch Hires; Khosla, Page and Brin; danah boyd on Facebook
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Daily Update: Microsoft Phone, Wearables, and Office; Facebook Acquires LiveRail; Google and the Right to Censor
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Additional Thoughts on iWatch and Android Wear
A few points of follow-up on last week’s piece Android Where?: So What About iWatch? I only mentioned the iWatch tangentially in last week’s piece, which is just as well, for it gives me an opportunity to link favorably to this piece on Techpinions by industry veteran Tim Bajarin about the (alleged) iWatch: I actually […]
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Android Where?
There is no questioning the scope of Google’s ambitions. Consider the fact that yesterday’s two-and-a-half hour keynote was shorter than the 2013 version, and that the two keynotes had almost zero overlap! While last year Google spent a lot of time both enhancing the Android development environment and Google+, this year was about extending Android […]
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Daily Update: Google I/O – Analysis on Every Announcement
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Daily Update: The FAA and Drones, Google to Preannounce New Android, Oculus Seeking Partners
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Economic Power in the Age of Abundance
Publishers are trying to threaten Google again, apparently unaware that because of the Internet they have no power: that flows to the platforms that control discovery.