Collections

#Strategy2
George Bilbrey

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

#AI Business Models5
George Bilbrey

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

#Impact of AI5
George Bilbrey

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

Reminders for myself1
George Bilbrey

Great artists don’t study art history to figure out what art to create. Great founders don’t analyze the market to figure out what product to build.