Alphabet, Amazon, Facebook, Apple, and Microsoft (Brad Geddes with Jason Barnard)

GAFAM - Google, Amazon, Facebook, Apple, Microsoft. Brad Geddes starts by telling me why Microsoft won’t stop Bing anytime soon even if the they stay on a low market share. He also gives a breakdown of the MAG cloud businesses, and moves onto the voice assistants. Microsoft are a great number 2 player who bide their time and step in when the number 1 makes a mistake. Microsoft were ‘the borg’ and are now a nice, cute puppy. They are the slowly slowly gets the monkey company. Google have messed up on search, apparently with entity based search, specifically in cases where there are multiple entities. Bing are better at entity based search. Brad looks at Google as a verb, and why Google are now OK with it. A quick diversion Facebook being a bigger worry for Google than Amazon. Amazon is not a worldwide competitor, whereas Facebook is. We have a quick chat about the different business models. AWS vs Azure vs Google Cloud. And finish up with ‘What ARE Facebook doing?’. Brad figures out a new business model. Mark Zuckerberg, are you listening?