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  • Gemini 1.5 and Google’s Nature

    Wed 11:15am By Ben Thompson
    Google 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 Thompson
    Apple 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 Thompson
    Nvidia'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 Thompson
    A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
  • Gemini and Google’s Culture

    Feb 26, 2024, 10:38 am By Ben Thompson
    The 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 Thompson
    OpenAI'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 Thompson
    The 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 Thompson
    Intel 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.
  • The Apple Vision Pro’s Missing Apps

    Jan 22, 2024, 10:59 am By Ben Thompson
    The Apple Vision Pro is missing some important apps, and it seems likely that Apple's App Store policies played a part. Might the company respond by doubling down with Disney?
  • The New York Times’ AI Opportunity

    Jan 8, 2024, 12:20 pm By Ben Thompson
    The New York Times is suing OpenAI, but it is the New York Times that stands to benefit the most from large language models, thanks to its transformation to being an Internet entity.