Platforms
-
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.
-
[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
Apple’s WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept Apple’s terms.
-
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott about Microsoft’s approach to building AI
-
Microsoft Build, Copilot Platforms, A Note on Recall
The most important theme at Microsoft Build was Microsoft’s attempt to build platforms on top of AI; the scope of their success, though, may already be defined.
-
Google I/O, Google’s Strengths and Weaknesses, AI Search
Google’s I/O had impressive parts and less impressive ones, depending on how much innovation was required. The most important news, though, was the intense focus on transforming search.
-
Google Earnings, Google’s Re-Org, Google’s True Moonshot
Google’s earnings made a strong case for the positive impact of AI on the company. Meanwhile, it’s recent re-org raises the possibility that Google might actually make devices a real business.
-
United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.
-
Nvidia Waves and Moats
Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.