I definitely agree that IBM is not a strong contender.
Yitaek Hwang

You make me think about an interesting point, maybe it’s not completely fair to pit these against one another in the B2C space anyway. IBM is clearly operating in B2B and B2E with no consumer offerings. Microsoft operates everywhere, so B2B, B2E, and B2C — and (now) so does Amazon.

I think that the edge Amazon has is the ability to leverage one space against the other. For instance, with AWS it started as mainly a space for developers. It grew to SMB markets, and eventually jumped over to Enterprise space in maturity.

In the voice/AI/machine learning space I think they started by leveraging developers but also got adoption on the other side with mainstream consumers (something IBM can’t do and Google can’t do as well). Google (currently) doesn’t have many consumer products (just home, Pixel, and Chromecast?). In that sense Google has “users” mostly, while Amazon has both “users” and “consumers”.

While I agree Google has an advantage in tech, Amazon has the advantage for rollout. They have a built in customer base ready to go. If Echo/Alexa user base grows from the existing 12M users to say 50 or 100 million this year, that will be very hard for Google to catch up to as far as adoption. I think the winner of this race is not the tech itself but the adoption and install base of the hardware.

Based on this discussion — what’s your take of the Echo Show being launched next month having both camera and video screen? I think this changes everything, and if Google doesn’t have a competitor to this combination they will be behind real quick.
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