Meta and Open
Tue 11:32am By Ben ThompsonMeta is making lots of noise about being open, in everything from AI to the metaverse. This isn't desperation: it's smart strategy that understands Meta's true differentiation.MKBHDs For Everything
Apr 16, 2024, 11:25 am By Ben ThompsonMarques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.Gemini 1.5 and Google’s Nature
Apr 10, 2024, 11:15 am By Ben ThompsonGoogle Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale advantage and is determined to use it.United States v. Apple
Mar 25, 2024, 10:16 am By Ben ThompsonApple is being sued by the DOJ, but most of the complaints aren't about the App Store. I think, though, Apple's approach to the App Store is what led to this case.Nvidia Waves and Moats
Mar 19, 2024, 9:48 am By Ben ThompsonNvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia's need to dig a new kind of software moat.Aggregator’s AI Risk
Mar 4, 2024, 10:44 am By Ben ThompsonA single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AIGemini and Google’s Culture
Feb 26, 2024, 10:38 am By Ben ThompsonThe Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down.Sora, Groq, and Virtual Reality
Feb 20, 2024, 9:52 am By Ben ThompsonOpenAI's new video model and a new chip for Groq are important developments in not just AI but also virtual reality.The Apple Vision Pro
Feb 6, 2024, 9:00 am By Ben ThompsonThe Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.Intel’s Humbling
Jan 30, 2024, 8:31 am By Ben ThompsonIntel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by its execution and recent deal with UMC.
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