Three medium-term digital predictions
I know it's traditional to make predictions in the end of December / beginning of January. I can pretend that I'm being hip by doing so a month later, or saying I spent the month distilling everyone else's thoughts before coming up with my own... But the truth lies somewhere between laziness and lack of earlier inspiration. Also. I won't say I'm an analyst. I don't have a proprietary method or research to come up with these. However, I do read newsletters and listen to podcasts a lot. I wouldn't say these are predictions for the year. Rather, these are things I think will happen anywhere from 6 months to 2 years. Off we go.
Google wins the current AI race
In the early days of generative AI, it looked like Google was caught flat-footed. Even today, Bard does not capture public consciousness the way ChatGPT does. Still, I have reason to believe that Alphabet will be the big dog with respect to the GenAI revolution. There are two data points that lead me to this: