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Call it the Triumph of the Stacks. I attended Google I/O this week, and saw a 
lot of cool things: but what really hit home for me, at the keynote and the 
demos and the developer sessions, was just how dominant Google has become, in 
so many different domains … and, especially, how its only real competition 
comes from the four other tech behemoths who dominate our industry’s 
landscape.

Typically, Bruce Sterling saw it coming first, five full years ago:

“The Stacks”  Google, Apple, Facebook, Amazon and Microsoft. These big five 
American vertically organized silos are re-making the world in their image.

Today the five companies he cited are the five most valuable publicly traded 
companies on the planet, and practically a software oligopoly. They all make 
hardware, too, but of course there are many more important hardware companies: 
Intel, AMD, ARM, Qualcomm, Nvidia, Samsung, Tesla, Taiwan Semiconductor, Hon 
Hai, et al. When you talk about software, though — you know, the stuff 
that’s eating the world — then you’re almost certainly, if indirectly, 
ultimately talking about the Stacks.

Who in fairness are all doing amazing things. (Whether you like them or not, 
they’re still amazing.) Sundar Pichai mentioned during the I/O keynote that 
there are now more than two billion active Android devices on Earth. Most 
organizations are only beginning to think and talk about machine learning; 
Google has already woven it into a wide range of its products, ranging from 
little things like Android’s new smart text selection, to semi-automatic 
photo curation and sharing, to voice recognition and translation, to 
custom-build Tensor Processing Units providing petaflops of processing power 
available via Google’s cloud, and to what may be its biggest machine-learning 
breakthrough yet, coming later this year:
Google has so many tentacles in so many pies that it was a bit mind-numbing to 
see them all sardined into a single event. (takes a deep breath) Polymer and 
Angular and AMP and Dart and Flutter and WebAssembly and Instant Apps and 
Analytics and Fabric. Compute Engine and App Engine and Firebase. Tango and 
Daydream. TensorFlow and Mobile Vision and Cloud TPUs. Android Phone, Android 
Wear, Android TV, Android Auto, Android Things, Android Pay. Google Home and 
Google Assistant and Google Play. And that’s without mentioning Maps, 
YouTube, Gmail, and Chrome — each of which has a billion-plus users — much 
less Alphabet’s “Other Bets.”



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