The battle between Google and Apple has shifted from devices, operating systems, and apps to a new, amorphous idea called 'contextual computing.' We have become data-spewing factories, and the only way to make sense of it all is through context.

Looking back, Google's success came from the fortuitous timing of being born at the cusp of the broadband age. But it also came about because of the new reality of the Internet: a lot of services were going to be algorithmic, and owning your own infrastructure would be a key advantage.

Most competition in Silicon Valley now heads toward there being one monopolistic winner.

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