The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit company organized the wrong way.
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
Amazon’s earnings touched on its position in AI and the impact of its renewed investments in logistics.
Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.
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.
Adobe’s acquisition of Figma is about the long-term shift in the design value chain; it paid so much because there was no other reason for Figma to sell.
Akamai’s acquisition of Linode makes lots of sense, even if Linode’s customers won’t be happy. The real winner, though, is Cloudflare.
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
AWS’s responses to Cloudflare are still predicated on an assumption of centralizaion; the truth is in the middle, and the status quo is powerful.
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.