Android
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Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.
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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
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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 I/O, Google’s Strengths and Weaknesses, AI Search
Google’s I/O had impressive parts and less impressive ones, depending on how much innovation was required. The most important news, though, was the intense focus on transforming search.
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OpenAI’s Spring Event, GPT-4o, OpenAI and Apple
OpenAI launched GPT-4o, and the killer feature is speed. Then, news of an OpenAI partnership with Apple raise questions about the strategic priorities of both companies, as well as Google.
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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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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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Rights, Laws, and Google
Google is not bound by the Fourth, Fifth, and Sixth Amendments, but its actions in a false positive CSAM case show that it is flouting the spirit behind them.
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Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy
A story about Google’s false positives while scanning for CSAM highlight the terrible trade-offs involved; what is black and white is that Google is in the wrong.