Enterprise
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The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
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An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft’s new deal.
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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.
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OpenAI’s Memos, Frontier, Amazon and Anthropic
Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise.
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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.