GenAI poses a much deeper pickle for Google than I initially assumed... The last few weeks completely echo the time I was at Google in the early 2000's when we were up against Microsoft - except this time Google is on the receiving end. Looking back, we beat Microsoft not because we had better tech, but because we forc... See more

IMHO, Anthropic and OpenAI are playing a losing game trying to continue scaling compute by hemorrhaging equity capital losses (massively underwater CAC) as their core competitive strategy. Let me unpack this view: Hyperscalers (specifically MSFT, META and GOOG) have orders of magnitude more resources (talent), users (bi... See more