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.
-
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
An interview with Google Cloud CEO Thomas Kurian about Google’s cloud priorities, enterprise agent platform, and Google’s integration advantage.
-
Tim Cook’s Impeccable Timing
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
-
OpenAI’s Memos, Frontier, Amazon and Anthropic
Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise.
-
Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
Anthropic needs compute, and Google has the most: it’s a natural partnership, particularly for Google.
-
OpenAI Buys TBPN, Tech and the Token Tsunami
OpenAI’s purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services.
-
An Interview with Asymco’s Horace Dediu About Apple at 50
An interview with Asymco’s Horace Dediu about his career in tech, Apple’s first 50 years, and the prospects for the next 50, particularly in the face of AI
-
Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
-
Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all customers.
-
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.