AI & Machine Learning
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Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
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The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
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A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
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More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
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The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.
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An Interview with Google SVP Rick Osterloh About Pixel, Android, and Smartphone History
An interview with Google SVP Rick Osterloh about the Made with Google event, and understanding the company’s approach to Android and Pixel in the light of smartphone history.
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Integration and Android
The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovation.
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Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.
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Microsoft Earnings, Copilot and CapEx, Pichai on Risk
Microsoft’s earnings were all about the long-term risk of the AI buildout and the importance of building AI-driven products.
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Reddit’s Robots.txt, The Reddit Perspective, Google Contracts
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Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem
Google’s earnings continue to suggest that Search is fine, while YouTube benefits from linear TV’s self-immolation. It’s the web that is showing signs of suffering from AI.
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Tech For Trump, Breaking the Deal, From Inertness to Interest
Marc Andreessen and Ben Horowitz are joining Elon Musk in explicitly endorsing President Trump; this is a narrow expression of naked self-interest. The real story is why self interest came to triumph over political inertness.
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Apple and the OpenAI Board, Microsoft and the OpenAI Board
Both Apple and Microsoft are leaving their board observer positions with OpenAI; Apple should have never been there in the first place, while Microsoft is probably focused on escaping regulatory scrutiny.