Google Strategy Teardown: Google Is Turning Itself Into An AI Company As It Seeks To Win New Markets Like Cloud And Transportation

The next Google will look nothing like Google. While there is a big opportunity for companies like DuckDuckGo or Neeva that primarily compete on a single vector (e.g. privacy) but otherwise replicate the Google experience, I am excited about those creating a new, more engaging, personal, and contextualized search experience. This may look like a si... See more

OpenAI is now the clear leader in LLM APIs - a position that 4 years ago Google was arguably in the default position to win. The failure of Google to capitalize on its many advantages specifically in AI has been striking. It feels like a Xerox Parc moment of inventing transformers, having all the talent, data, and distribution to build the seminal ... See more

Cars and the FutureA little over a year ago I explained in Cars and the Future that there were three changes happening in the personal transportation industry simultaneously:Drivetrains were changing from the internal combustion engine to electricCar operation was moving from human-based to computer-based (i.e. self-driving cars)Ownership was shift... See more