Google finally released new financial information about YouTube and Google Cloud, but it is still not sufficient. Then, Google’s margins are falling just like Facebook’s: is the engine finally sputtering?
Clearview AI is billed as a story about facial recognition, but the most important questions it raises is about scraping. And, by doing so, it reveals how many trade-offs we have yet to confront.
The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.
The AWS re:Invent keynote was quite compelling, as Amazon made the case for enterprises to not simply transition to the cloud but to transform their approach to IT — which, of course, favors Amazon.
Microsoft’s Ignite keynote and announcements show a company that is back to the same strategy it has always had, just one a new value chain.
Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.
Microsoft won the JEDI contract with the Department of Defense under questionable circumstances, which shouldn’t disguise the fact that Microsoft had a compelling case. Then, Microsoft’s earnings are impressive but too vague.
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
The comparison of WeWork to AWS shouldn’t be taken too far, because software is different. Look no further than Cloudflare’s IPO. Plus, leadership matters.