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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: 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.
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Daily Update: Google and Nest Information, AppleTV and HomeKit, Surface Pro 3 and Nokia X2
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Nest Buys Dropcam, Amazon Coins for Fire Phone Developers, Yahoo’s Digital Magazines
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Privacy is Dead
The nature of the Internet and the business-models of social networks means that privacy as commonly understood is dead; tech companies need to learn to self-regulate or governments will do it for them.
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Daily Update: Satya Nadella at the Code Conference, Google’s Self-Driving Car Video, Intel to Work with Rockchip on SoC
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Daily Update: JD.com Prices IPO, Google’s SEC Letter, Patent Reform Dies
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Daily Update: Lenovo Earnings, Windows 8 Banned, Google Buys Divide