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It’s the inventors dilemma: do they embrace new products outside of their historical core cash cow, or do they stick with the cash cow? Search and ads are wher
by unoti 4y ago
It’s the inventors dilemma: do they embrace new products outside of their historical core cash cow, or do they stick with the cash cow? Search and ads are where the history is, but empowering a million different ai powered products via an api is the future. While empowering ai products for third parties is a boon for the cloud business, running those api’s has a business model akin to “trading time for money” rather than directly getting a cut of revenue.
It seems less sexy to be a commodity provider of AI rather than the one that makes the products and getting a direct share of revenue rather than a share of cost. But I have heard that during the gold rush it was better to be a tool and infrastructure seller than to be a prospector.
- visarga 4y agoMicrosoft is squarely positioning itself to be the top provider of cloud AI. They want to sell the shovels in this gold rush.