Disruption Theory
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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.
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OpenAI’s Misalignment and Microsoft’s Gain
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.
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The OpenAI Keynote
OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.
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Google Earnings, Microsoft Earnings, AI Leverage
Google’s ad business looks good, but the cloud is slowing; Microsoft’s results suggest that is because the latter is winning in AI.
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An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
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Google I/O and the Coming AI Battles
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.
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More on Google and AI; OpenAI, Integration, and Microsoft
Follow up on AI’s impact on Google, and the weird relationship between OpenAI and Microsoft