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It’s fun to speculate. What if Google parent company Alphabet were to acquire Walmart in an effort to better compete with Amazon? One of the advantages that Amazon has in an AI-driven world is a fully integrated retail experience. Amazon customers may speak buy orders into their Alexa-powered smart device – “re-order paper towels” -…
Price pressure in the AI-powered Smart Speaker market. Amazon is the catalyst with price reductions to its Alexa-powered Amazon Echo product line. Google Home and Apple (HomePod) are forced to react. Read the WSJ article here: Amazon Echo Prices Turn Smart-Speaker Market On Its Ear
I have previously been critical of Apple’s AI effort. Siri lags both Google and Amazon (Alexa) in terms of speed and accuracy. Apple’s Shazam acquisition is good for consumers in that it bundles a service people enjoy with Apple Music. More importantly, the acquisition will drive more Siri queries – something Siri needs to get itself into fighting shape to better compete with Google and Amazon. Learn more by listening to our recent CEORater Podcast: Apple’s Acquisition of Shazam Will Benefit Siri
Amazon’s straight-through-processing (“STP”) retail experience provides the company with an edge vs. Google in the AI war:
Visual output from our Amazon Alexa query – “Buy Amazon Echo”:
Consumers may execute the purchase transaction with one or two instructions. This is true for millions of products sold via Amazon’s retail platform. Amazon provides consumers with a holistic retail experience seamlessly combining intelligent, AI-driven product search with order processing and payment processing capability. We believe this integrated retail experience provides Amazon with an edge over Google in product search as well as with AI-powered personal assistants.
Here’s the comparable retail experience using Google’s AI:
The consumer is required to execute multiple additional instructions in order to execute the transaction using Google’s AI as a result of Google not having an integrated retail platform.
AT&T Ought to Be Allowed to Acquire Time Warner “As Is” AT&T (T) ought to be allowed to acquire Time Warner (TWX) “as is” (earlier today AT&T extended the deal close deadline to April 22 2018). It is puzzling why the Justice Department would push back on the deal. We recently covered the topic in…
As the automobile sector transitions to autonomous vehicles we decided to publish our thoughts on prospective segment winners and losers across the automotive ecosystem. Our analysis assumes that the Automotive OEMs have achieved a baseline level of autonomous capability. We expect for the OEMs to develop autonomous capability via a three-pronged approach: 1.) internal R&D, 2.)…
CEORater Podcast Episode 75: Siri – Apple’s Downfall?
In case you missed it – our CR Podcast episode about Amazon Key
