Concepts

Big Tech and AI

How Big Tech is approaching AI

  • Apple Intelligence is Right On Time

    Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.


  • AI Integration and Modularization

    Breaking down the Big Tech AI landscape through the lens of integration and modularization


  • Aggregator’s AI Risk

    A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI


  • Google’s True Moonshot

    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.


  • AI and the Big Five

    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.