Monday, November 29, 2010

Who Wins in Tablet Business?


Apple, Google, Motorola, Samsung and HTC could be early winners as tablets start to cannibalize the PC market, some might argue.

Dell, Hewlett-Packard and Acer could be losers, some think.

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How Big a Problem is Buyer Concentration in the AI Value Chain?

If OpenAI and Anthropic drive 48 percent of Google Cloud revenue in 2027, is that a problem? Some might say “yes,” to the degree that custo...