Big Tech and AI
How Big Tech is approaching AI
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When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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Positioning AI contenders — and losers — by their tech philosophy and business potential.
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Breaking down the Big Tech AI landscape through the lens of integration and modularization
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A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
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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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Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
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Muse Spark Open, Meta + Apple, Thin and Thick
Meta has a new open source model, and to everyone’s surprise, they are are partnering with Apple to make sure you can run it locally.
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Apple and LG, The House For Everyone Else, Agent Standards and Amazon
Apple is taking a smarter approach to the home than I expected, leaning into integration (with partners); then, what Amazon should do about agents.
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Apple and a Hacker’s Future
I was happy for years in Apple’s walled garden; with AI, however, their protections feel like limitations.
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OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT
OpenAI’s Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem.
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One More Note on Agents, Meta Connect, Meta Enterprise Platform
Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake.
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Apps, Agents, and Aggregation
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech’s biggest prize.
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More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?
Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile, where is Google?
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Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator
Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.
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Frontier Overhangs
Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement.
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The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
Apple once again demonstrated the power of integrating hardware and software, but it’s biggest AI blindspot might be its belief in the primacy of apps.





