My Thoughts on Google’s “Made by Google” Event, Google’s Apple Watch Copying, Project Astra and the Future
Hello everyone. We are going to change directions and talk about hardware (and AI).
Apple Event. Earlier this week, Apple sent out invites to a September 9th product event at Steve Jobs Theater (Apple Park).
The invite is giving off major Apple Intelligence vibes. New iPhones (with Apple Intelligence) and Apple Watches are expected to be the major news.
My expectation is for Apple to use the same general game plan that was used for the September 2023 event. A taped presentation would be shown at Steve Jobs Theater, followed by some time with the new products. It’s sort of like the tech version of a Hollywood movie premiere.
For today’s update, we will focus on Google’s product event that took place two weeks ago at its Mountain View campus.
For those of you who are newer Above Avalon members, my approach in reviewing these events is to look at the big picture surrounding the products and features, in addition to what the company wants the public to focus on. What is the broader narrative being pushed? How does that differ from other companies?
Let’s jump in.
An Above Avalon membership is required to continue reading this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.)
Above Avalon Membership
Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions.
Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.
An audio version of the newsletter is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here. Special Inside Orchard bundle pricing is available for Above Avalon members. Additional membership customization is available via the Financial Models add-ons.
Thoughts on Google’s “Made by Google” Event, The Apple vs. Google Awkwardness
We kick things off with Neil’s thoughts on Google’s “Made by Google” event in NYC. The discussion goes over how Apple’s relationship with Google is becoming complicated (again). Let’s jump right in.
Thoughts on Google’s “Made by Google” Event
Last week, Google held its annual fall product event. A video of the presentation is available here. Google’s event came at the tail end of what has been a very busy two months. There is a limited window for Big Tech to host product events and launch new products in time for the holidays.
In what has become a theme with many of this year’s tech events, Google kicked things off by saying 2023 has been the year of AI breakthroughs and research. Rick Osterloh, who oversees Google’s hardware play, said he has never seen anything like the speed of innovation taking place at Google.
Last year, Google emphasized screens, device ecosystems, and smartwatches. While those items remained a focus last week, Google dialed up the AI talk. Google looks at hardware as a vehicle for showing off the company’s AI acumen. As shown in the following side, AI is right up there with hardware and software.
It’s difficult to see those three elements truly
An Above Avalon membership is required to continue reading this update. Members can read the full update here. An audio version of this update is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here.
(Members: Daily Updates are always accessible by logging into Slack. If you haven’t logged into Slack before, fill out this form to receive an invite.)
Above Avalon Membership
Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special Inside Orchard bundle pricing is available for Above Avalon members.
More information about Above Avalon membership, including the full list of benefits and privileges, is available here.