Amazon is Ahead in Voice – Page 3

Narrative: Amazon is Ahead in Voice

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★ Amazon and Microsoft Announce Cortana-Alexa Integration (Aug 30, 2017)

Microsoft and Amazon have officially announced that their respective assistants will begin working together later this year, news broken by the New York Times along with interviews with the companies’ CEOs. Of the four major voice assistants, these two are arguably the weakest, for all that the prevailing narrative is that Amazon is ahead in voice. As a reminder, Amazon has perhaps 15-20 million users of its Alexa assistant today, while Microsoft has 145 million regular Cortana users, Google has hundreds of millions of Android devices in the market with some form of its voice assistant technology, and Apple has nearly a billion Siri-enabled devices in use, with 375 million monthly active users as of June. More importantly, both Amazon and Microsoft are bound to a single category of devices today: home speakers for Amazon and PCs for Microsoft. Yes, both have smartphone apps too, but they’re very much second class citizens behind the built-in assistants available from the lock screen on the two major smartphone platforms. So the coming together here makes a certain amount of sense on that basis.

However, this doesn’t solve that fundamental problem of getting first party status on smartphones, and the integration the companies will offer will at least at first be both awkward and limited. Users of either assistant will have to invoke the other using double commands (“Cortana, open Alexa…” or vice versa) before even speaking their request. The integration itself will likely focus on smart home control from Cortana and personal information management through Microsoft’s apps from Alexa, filling an important gap in Amazon’s portfolio given that it lacks its own broadly-used calendar, contacts, reminders, or other PIM apps. In theory, the integration will get less awkward at some point down the line, with each assistant deciding on the fly which underlying AI to use to process a request, but in practice that seems challenging.

For today, it’s relatively straightforward given that the two assistants excel in different domains, but Microsoft’s partners are about to launch the first Cortana-powered speakers and other home devices that will compete more directly with the Amazon Echo, and the overlaps between their capabilities will only grow over time. So who will decide which AI handles which requests? Will this integration only live as long as the companies can agree on that? Or will the lead assistant in each case grab the tasks it wants and leave the dregs for the other? Meanwhile, both Google and Apple will make inroads into the home speaker space in the coming months, allowing them to provide more ubiquitous voice assistants and erode Amazon’s early lead in the home voice market. To summarize, though the logic behind a deal here is reasonably sound, it’s likely to be strained over time and less relevant as the two larger voice platforms expand in the home.

Note: for non-subscribers, I’ve temporarily opened access to the “Amazon is Ahead in Voice” narrative evaluation linked below, so you can go and read (or watch a video on) the broader context for this move and why I say above that Amazon is one of the weaker rather than stronger players in this market.

via New York Times