Ben Thompson on the business, strategy, and impact of technology.
Ben Thompson argues Apple wins consumer AI by owning the iPhone personal cross-app context. Long AAPL.
Ben Thompson argues Alphabet is becoming a capital company that will dominate AI compute supply. Long GOOGL.
if you need to find something personal, or work across apps, Siri will be the only one who can pull it off
Google is the hyperscaler that is poised to make the most profit in a commoditized compute future.
Microsoft's core business is software, which is to say that the company faces massive pressure to invest in their own AI capabilities, even at the cost of de-prioritizing cloud customers. That's exactly what happened at Microsoft earlier this year , when the company missed Azure growth projections because they devoted more compute to their internal workloads.
Both the shift to inference and the shift in the nature of inference have been positives for AWS' approach.
Amazon.com Inc. unveiled a suite of logistics services that will let businesses buy its existing freight and distribution offerings as a package, sending shares of rival delivery companies such as FedEx Corp. and United Parcel Service Inc. lower.
Amazon.com Inc. unveiled a suite of logistics services that will let businesses buy its existing freight and distribution offerings as a package, sending shares of rival delivery companies such as FedEx Corp. and United Parcel Service Inc. lower.