In this episode of the Tech Strategy podcast, Jeff Towson discusses the future of generative AI and how OpenAI and Google are likely to have moats in this technology. He explains how these companies are using their vast amounts of data to train their models and how this will make it difficult for competitors to catch up. Towson also talks about the potential applications of generative AI and how it could change the way we live and work.
In this episode of the Tech Strategy podcast, Jeff Towson discusses the rise of digital agents and non-human platforms and how they are changing business models. He explains how these technologies are being used in various industries and how they could change the way we live and work. Towson also talks about the potential benefits and risks of these technologies and how companies can prepare for their impact.
In Part 1, I detailed two examples of how AI-powered services are going to be superior to digital platforms (in some cases). They were: Uber vs. Robotaxis. Autonomous driving as a service is going to mostly replace ride-sharing platforms. Google Search vs. Neema. ChatGPT and other LLM content creation services are creating alternate and sometimes […]
I did a podcast about how “Generative AI as a Service” is disrupting some particularly dominant platform business models. I mentioned YouTube, TikTok and OnlyFans. But we can also point to search engines, community sites and many others. How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152) The […]
Key concepts for this article: The Brutal Economics of Digital / Information Audience-Builder Platforms *** ChatGPT and large language models (LLM) have everyone talking. The ChatGPT prototype launched on November 30 is stunning. ChatGPT, which stands for Generative Pre-Trained Transformer, is basically a superpowered chatbot built on top of OpenAI’s GPT-3.5 suite of large language […]
If we look at Microsoft’s business lines, we can see 7-8 significant businesses. It’s a big company. But I think it’s mostly about 4 particularly dominant businesses. They are: Azure, which is part of a global cloud oligopoly (AWS, Azure, Google Cloud). Windows, which has long been a global operating system monopoly. Office, which is […]
Jeff Towson’s Podcast 147 provides a detailed comparison of Mercado Libre and Magazine Luiza (Magalu) in the Brazilian e-commerce market. The podcast delves into their individual strategies, offering unique tech insights. Tune in to understand the dynamics of this thriving digital retail landscape.
Alibaba has three key lessons for Magalu, a Brazilian e-commerce company, on how to merge the physical and digital worlds to create a seamless customer experience. These lessons are:
1) Merge the physical and digital worlds to create a seamless customer experience.
2) Use data to personalize the customer experience.
3) Invest in technology to improve the customer experience.
The future of retail is OMO, and retailers that merge the physical and digital worlds will be the most successful.
Baidu, China’s leading search engine, is a “learning platform” that becomes smarter with increased user activity. Founded by Robin Li in 2000, it was designed to cater to search users, webpages, and advertisers. Baidu, like other learning platforms, can serve both human and digital agents, enhancing their service based on the overall and individual user activity.
Years ago, I started mapping out the evolution of Alibaba with pictures. I was having a hard time keeping all the moving parts in mind. And I was becoming more and more convinced that digital company development is path dependent. What comes next depends on what just happened. Microsoft is only capable of its current […]