What Google Did To Websites Is Happening To Your App Right Now

kept by eddie jun 05

Google's AI Overviews commoditized websites by extracting content and bypassing the container; now platforms like Microsoft, Meta, Tencent, and Apple are doing the same to apps by turning them into callable functions behind a conversational action surface.

Alibaba, Tencent Investors Look Past Slow Growth to AI Potential
Alibaba posted its first operating loss since 2021 partly from AI spending, yet shares still rose 8% in Hong Kong as investors focused on AI growth potential.
also on Tencent, #business-strategy, #ai
Harness Handbook — Making Agent Harnesses Understandable, Auditable & Editable
Harness Handbook provides a behavior‑level manual that maps agent harness actions to verifiable code, enabling understanding, auditing, and safe modification.
also on Tencent, #software-engineering
Things I Think I Think... The New Internet Era
Drawing on dot-com history, predicts AI-focused companies like OpenAI and Anthropic will collapse while incumbents like Apple, Microsoft, and Meta survive by treating AI as a means, not an end.
also on Meta, Microsoft, #competition, Apple, #business-strategy, #ai
About Those "Hackquisitions"...
Big tech's early 'hackquisitions'—talent deals without full acquisitions—have largely failed, with key hires departing quickly and internal chaos ensuing.
also on Meta, Microsoft, #competition, Google, #business-strategy, #ai
The 33-year-old executive Satya Nadella is trusting to save Microsoft’s AI strategy
Microsoft is betting on rising executive Jacob Andreou to retool its Copilot AI product and regain competitiveness against rivals like OpenAI and Anthropic.
also on Microsoft, #competition, #enterprise, #business-strategy, #ai