On building habits

#71 Angelinvesting.it - From idea to Series A - Weekly Newsletter

Dear reader,

What a remarkable week for the world of AI. Microsoft, Google, and OpenAI have unveiled their latest innovations. To the astute observer, the positioning war between these giants is becoming increasingly apparent.

What you and I see when we access the internet holds immense value. Our attention is a potential sale for those who know how to capture our interest. We may think we are in control, that we have infinite free will, but we are creatures of habit and conform to our surroundings more than we realize.

There are four layers between you and the online world: the device you use, the device's operating system (OS), the browser you choose, and the search engine you decide to use.

Until now, Google has dominated search with overwhelming usage percentages. In the browser market, Google Chrome leads. In mobile operating systems, Android is the leader.

Google "gives away" Android, Chrome, and search capabilities to control your attention and sell it.

But today, all this is at risk. There is one layer where Google has not managed to dominate, and that weakness, combined with the rise of large language models like OpenAI, exposes a significant vulnerability for Google.

The announcements from Microsoft and OpenAI are designed to exploit this vulnerability. They have introduced apps that install directly on the desktop, allowing users to give screen access to AI.

An AI, finally intelligent, that sees what we see and provides the right answer at the right moment is a game changer. By positioning itself at the level of the operating system, it precedes the browser.

Being more effective in its responses and positioned before the search engine, it aims to become the new standard, the new gatekeeper. For Google, this is a serious challenge!

2 Tools to advance to pro

The CEO of Microsoft on the New Announcements

After the Microsoft presentation, the CEO sits down with a WSJ journalist to explain his vision for the future. Listen in light of what you have just read. Everything will seem clearer.

Searching vs Answering

Believe it or not, I pay $30 a month for SuperHuman, my email client. They just released AI features that perfectly represent the challenges Google is currently facing.

1 Reason to smile

I really hope you have some NVidia shares! To the moon

Have a great weekend,

Simone

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