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INVESTMENT
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Google Promotes Cloud Customers at Industry Event Strategy
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so this appears to be part of a strategy on the part of Google to promote its cloud customers. there are also booths for Deutsche Bank and MLB
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Google Unifies Vertex AI Suite to Compete with Bedrock Azure
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Google's push to unify Vertex AI into a suite to compete with Bedrock and Azure AI is coming into focus as it looks to avoid letting its competitors run off with its ground-breaking technology for a third time
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Google’s Late Move: How OpenAI Dominated Transformers Era
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For Transformers, it was OpenAI (and by extension Microsoft) that took the technique and built an industry-altering technology on top of it while Google stood on the sidelines. It wasn't until the release of ChatGPT in late 2022 that it felt forced to make a strong move in GenAI.
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Google’s AI Push to Avoid Repeating Competitive Mistakes
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With its suite of announcements today—and a subtle addition by Nvidia—Google is making its push to avoid repeating history for the third time: releasing a groundbreaking technology, and letting its competitors run off with the spoils.
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B2B Startup Validation and Path to Product-Market Fit
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I'd go back to this step: https://
lennysnewsletter.com/p/how-to-valid
ate-your-b2b-startup
… I've also got ones coming about getting your first customers, and a path to PMF, that will be useful to help you think this through. -
B2B Founders: Identifying Your Ideal Customer Profile Strategy
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The best B2B founders spent as much time (if not more) figuring out *who* to solve the problem for as they did figuring out *what* problem to solve. Here's a guide for identifying your ICP (ideal customer profile), based on interviews with 20+ of today's top B2B startups,
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Google Duet AI and Microsoft Copilot Price Parity Strategy
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a few months ago Google started taking pre-orders for Duet AI for Google Workspace at $30 per person per month but didn't announce it. weeks later Microsoft said Microsoft 365 Copilot would go for the same price. coincidence? https://
cnbc.com/2023/08/29/goo
gle-will-charge-enterprises-30-a-month-for-duet-ai-in-workspace.html
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Google Gemini Dominates AI Market Landscape
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Post is here: https://
semianalysis.com/p/google-gemin
i-eats-the-world-gemini?utm_medium=ios
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GPU Concentration Divides AI Innovation Capabilities
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For the confused: Semianalysis is a semi-conductor analysis newsletter that just published a long piece about GPU-rich vs GPU-poor companies, arguing that only GPU rich companies can do important work in AI. It also included a chart about the growth of Google’s large and