Big Tech and AI
How Big Tech is approaching AI
-
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
-
Positioning AI contenders — and losers — by their tech philosophy and business potential.
-
Breaking down the Big Tech AI landscape through the lens of integration and modularization
-
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
-
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.
-
Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense
Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle’s strong position
-
Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it’s good enough that Microsoft is making a new bundle on top of it.
-
Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
Anthropic’s enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips, even if they threaten software.
-
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox
Xbox has a new head, who isn’t a gamer; I suspect Microsoft is doing what it should have done a decade ago: get out of the console business.
-
Microsoft and Software Survival
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.