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The Internet, though, is a world of abundance, and there is a new power that matters: the ability to make sense of that abundance, to index it, to fin
The Internet has made distribution (of digital goods) free, neutralizing the advantage that pre-Internet distributors leveraged to integrate with supp
In other words, any analysis of Apple’s prospects in an AI world should start with the assumption that AI is a complement to Apple’s business, not dis
In short, this isn’t a case of Apple driving arbitrary differentiation; you really do need better hardware to run AI, which means there is the possibi
Platform-provided AI capabilities will not only be the easiest way for developers to incorporate these features, they will also likely be the best way
A similar type of partnership with OpenAI will probably not be as profitable as search was; my guess is that Apple will be paying OpenAI, instead of t
It's easier than ever to build version 0.1, and takes more time to connect with everything that's going to get it to 1.0 status.
Meanwhile, a lower cost to creating new programs also means a shorter half-life for a given piece of code
to the extent that there's a part of software that will still retain more of the economics of software, it will be integration tools that are end-prod
If you have a business intelligence bot that you're using to check in on your company's performance, it won't matter whether the relevant numbers are