Google Cloud
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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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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.
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An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
An interview with Google Cloud CEO Thomas Kurian about Google’s AI strategy, and why this is an opportunity for the company to leap ahead in the cloud.
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Gemini 1.5 and Google’s Nature
Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.
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Google Earnings, Microsoft Earnings
Google’s earnings were inscrutable, which doesn’t inspire confidence; then Microsoft’s earnings looked incredible, but it’s important to trace where the AI growth is coming from.
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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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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.