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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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More Chip Curbs?, Google LLM Status Check
Ending the chip ban might be a mistake; I just hope people pushing for more realize that could be wrong as well. Then, Google’s current position with LLMs, and the importance of GCP.
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An Interview with Manna Founder and CEO Bobby Healy About Drone Delivery
An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.
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An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy
An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces, and the value chain for autonomous vehicle ride-sharing.
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Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.
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Nvidia at CES, Cosmos and Omniverse, Digits
Nvidia’s keynote at CES demonstrated how it is becoming the transformer company.
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Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search
Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.
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GM Kills Cruise, Fleets Versus Autonomy, Robotaxi Outlook
GM killed Cruise’s robotaxi ambitions, which were never a good match; then, mapping out a future robotaxi world.
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Spotify Earnings, Spotify’s Video Plans, Spotify’s Ad Business
Spotify’s earnings and video podcast announcements highlight the threat the company feels from YouTube. Plus, the company’s late shift to programmatic ads explains its podcast motivations.