Google Now is a natural language query app inevitably to be compared to Apple's "Siri." It was first included in Android 4.1 ("Jelly Bean") and was first supported on the Galaxy Nexus.
Monday, February 11, 2013
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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...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
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