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Amazon's Ad Business Soars + AI APIs — With Benedict Evans
Big Technology Podcast
Is Bing the New Microsoft?
Google has sort of become the new Microsoft, I think is fairly obvious. Meanwhile IBM, what is it that IBM became? Well, they still sell mainframes. And then they built this marketing machine with a ProServe business attached called Watson and sprinkled some AI pixy dust on top of it. It was basically a bunch of like extension style out, consultant outsourced consultancy. They go and build your SQL database and say, hey, AI successfully solved this problem point, this is a funny database. And that's awesome. Right. But that's all become the backend stuff. So like cloud is still got a very long way to go in terms of how people interact with these
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