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Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
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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 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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Google Earnings, Search and AI, Building AI Products
Google’s earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between Search + AI and AI > Search.
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An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
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Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception
Google lost its ad antitrust case; if the case is upheld, it has important implications for all Aggregators.
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An Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture
An interview with Google Cloud Platform CEO Thomas Kurian about Google’s infrastructure advantage and building and enterprise service culture.
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An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
An interview with Snowflake CEO Sridhar Ramaswamy about taking over Snowflake, focusing on product, and competing in AI.
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OpenAI’s New Image Model, Graphic Design and Google, More on Security
OpenAI’s new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.
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YouTube TV, Wiz, and Why Monopolies Buy Innovation
Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea
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A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups
More on Apple and AI, this time through the lens of Google’s point of integration and where Apple should be in response. Plus, why Apple is so hostile to developers.