Operating at the Intersection of Technology and the Capital Markets
Tag: Google Workspace
Google has been the AI King since its founding (we first dubbed it the "AI King" in May 2019). It is good to see Google get a bit of AI recognition on the heels of Google I/O this week. The AI King: Between Google Search, Chrome, Google Photos, Google Maps, Google Translate, Google Live Caption, … Continue reading Google Remains The AI King
AI-powered convenience was the takeaway from this year's Google I/O conference. When we use "AI" in this context we are speaking of Google's Natural Language capabilities that leverage the company's Large Language Models (LLMs). These models (Bard for example is built upon an LLM-based platform), enable users to engage with their devices using natural language … Continue reading AI-Powered Convenience at Google I/O ’23
Sure, if Alphabet (ticker: GOOGL), were to spin off YouTube and Google Cloud it would be easier for Wall Street to value the component parts. However, I'm not sure that YouTube or Google Cloud ought to spin-off. Here's why: Google Cloud: Google Cloud consists of Google Cloud Platform (GCP is the comp to AWS and … Continue reading Spin-Off YouTube and Google Cloud?
Past recessions have taught us that leading Technology companies typically gain marketshare during down economies. I would expect this economic down period to be no different. Good news for Amazon (AMZN), Microsoft (MSFT), and others. Amazon (AMZN) and Microsoft (MSFT): Amazon's AWS unit and Microsoft's Azure unit will be mixed bags: Usage: Usage - and … Continue reading Technology Leaders Will Gain Share
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