Had a talk with amazing folks last night. Consensus was me to tweet this:
There are 9 companies and 177 people in #VoiceFirst that:
-If Apple acquired they would lead #VoiceFirst
-If Google acquired they would easily pass Amazon
-If Amazon acquired, no one would ever catch up
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Replying to @BrianRoemmele
Rather bold claim. I disagree though. Technological advances are overrated. From a tech perspective, the big three (and others) have virtually the same capabilities and always will since it’s easy for them to copy. What matters more is goto market and integration strategy
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Replying to @inventur_es
Markus, great points. You know IBM in 1976 and 1984 may have thought this. Nokia and Blackberry/RIM in 2008 may have thought this. Amazon Fire Phone folks in 2014 may have thought this. Copy they will, but access to talent and vision ain’t gonna be made by 100,000 folks guessing.
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Replying to @BrianRoemmele
The big tech companies have all either acquired equivalent voice platforms (Siri, Alexa), similar NLP platforms/other components (Dialogflow, http://API.ai , http://Wit.ai , Alexa skills kit) or built their own (Google Home, Cortana).
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Replying to @inventur_es @BrianRoemmele
Technologically their capabilities are all roughly the same. Amazon is clearly leading however because of their strategy of embedding Alexa chips into millions of devices. This will determine the winners imho - not technology.
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Replying to @inventur_es
Markus, indeed. You are speaking of the steady-state and the past and are quite correct. I am addressing the future and it is not linear or obvious. If it was, they would be doing it already. As for market demand, in my estimations it will be the biggest we have ever seen.
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Replying to @BrianRoemmele @inventur_es
Markus, I know it all sounds fantastical and bold, perhaps a bit arrogant. I concede this. However one way or another it will turn out to be the case—if I had ever had a history of accuracy in the past.
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Replying to @BrianRoemmele
It’s good to hold strong opinions. I assume therefore you’re invested (if possible) in these companies?
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Markus, thank you! I am more invested in to building stuff at these great companies. My great failings is I tend not to play the money angle like some brilliant folks I know. I hope to fix that.
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