The shot across the bow couldn't have been more loud and jarring. For the first time in 20 plus years. Microsoft is truly the new and cool kid on the block. Satcha talked about getting back into mobile as the one miss. Go ahead, the floor is yours. You can choose to do whatever you want at this juncture. Getting back into mobile / on the go isn't necessarily a bad idea. In fact, it may be imperative to truly reach AI peak potential. If anything, perhaps Satcha is warning us “hey this is the one regret and we may go back in.”
Apple is wounded. People are tired of upgrading to nothingness year-after-year and their innovation these days seems to be on the big screen which is just odd AF. I'm not saying it's bad, i'm just saying go back to doing what you do best which is innovate hardware and they're losing that edge to Samsung having awesome flagships.
Anyway, back to Microsoft and Google. Microsoft is killing it. There is no stopping this. It's going to be everywhere. The consumer side, the B2B side. The upside revenue potential for them is endless. I don't see a world where even Open AI can compete. Who the hell can compete against Azure now? Nobody. Open AI would have to cut Microsoft out and they can't. It's the worst catch 22 in the world right now. I just don't see a world where Microsoft doesn't purchase Open AI and let them run independently like Github.
They need Sam Altman that's 10000% for sure. But it's coming under the MSFT hood there is no doubt. In fact, I can see a deal where Sam Altman is the heir apparent as CEO to Microsoft after Satcha. He's young and the right man for the job and it could be the leverage he may have and need to bring the ship under the belt in the years to come. We're talking about 5 – 10 years from now so nothing to get worried about now. But I am betting there is a 90% chance this happens.
Here's a personal story of why I feel this way. My friend works for Google cloud and he's new and probably doesn't have the huge accounts or in the AI parts of the division so his perspective is not like mine I would say; point is, he's not working with AI things. For this earnings week I had a circle all around Microsoft and wanted to get his thoughts and opinions on it. More about that later.
Yesterday, I felt in all my bones that Microsoft was going to pop on earnings. I went all in – the house – of my cash position and just dumped it into Microsoft. I said I was going in at about 3:30pm and we called each other at about that time. I said, hmmm should I we go in 50 50 MSFT and Google. I decided no. I just am not seeing it from Google. I think Microsoft is killing it right now. All in Microsoft. He agreed and did the same. I don't know if he really did but I did. lol excitement and fear. For me, it was plain to see.
Google is floundering on Cloud and AI. My examples of it our vast. Here is an example. Our top down (C-Suite down) initiative was to kick the tires on other products in the GAI/LLM space. Open invitation for others to show what they got. We got an onsite presentation from Google. We have this, Gemini is coming out, here's our hardware investment… Our stuff is good. All on the power points or should I say Google slides.
Now, I've been in the business a while. And during covid there were tons of companies doing remote presentations that were the best they could be. They provided lunch and presented and followed up to implement their products thereafter.
Google, not so much. The presentation has very powerful people on the call/remote and they had ok demonstration I am assuming for onsite but for a person looking onto the screen remotely you would think they gave more effort. I mean you're a technology company right? lol. It was just weird hybrid mix. Good for onsite, not good for remote.
Then, the presentation was a bit “detached” from the type of audience. It was a technical audience but it seemed more of a C-Suite presentation. Ish. I don't know. We have a technical call once a week with Microsoft and it is technical and Q&A and very hand holding and it's just awesome in comparison. Google's if I dare say was a bit snooty. Like here we are. Not you should use this, let us help you. let us setup some time with you. Nothing. Just; we're here.
I even went so far as to say, “hey can you have someone work with us so we can perhaps do a comparison of our pilots and prototypes with your new Gemeni product so I can see how it is and if it's in parallels.” Lol I have a entire portfolio. It was the easiest layup of getting their foot in the door. NOTHING. No follow up, just go to your Google person and see if you can figure out how to set it up from him. Ok. Um yea, no. Wrong answer. If you won't support your product and put your money where you mouth is then how do you expect me to get excited in using your product.
In any event, IMHO, Google is now the Microsoft circa 1990's/2000's and Microsoft is the new Google. If that makes any sense. To me it did and I put my money where my mouth is.
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