Google’s March 8, 2017 video announcement left room for software suppliers as well as cloud services. The company described its private-beta Video Intelligence API finding entities in videos stored in Google Cloud Storage, and named Cantemo as a partner that could embed it in video-management software. For a catalog-software firm, the commercial question was which part of the customer’s work to own. [video]

The proposed supplier map starts with Google providing the model-based indexing capability and cloud storage, while a software partner incorporates that capability into its product. Our strategic reading is that a partner could investigate differentiation in catalog organization, review controls or the experience of finding usable footage. Those are possible product choices, not features established for Cantemo by this announcement or evidence of customer demand. [video]

Kaggle supplied a third role in the map. In a separate joining announcement, Google described a community of more than 800,000 data experts working with public datasets and machine-learning models. That was Google’s reported community scale, not an audited active-user count. Its commitments around training, deployment, storage and querying indicated a developer-community direction, rather than proof that every service had already been integrated. [kaggle]

A software firm could use this map to ask customers where indexing ends and useful catalog work begins. If buyers value the surrounding workflow, a partner might have a distinct offering; if not, an API wrapper alone would need a stronger rationale. That is a hypothesis to test, not a forecast of margins or market share. Neither Google post provides independent evidence of competitive success. [video][kaggle]

Source documents

  1. Google Cloudhttps://cloud.google.com/blog/products/gcp/announcing-google-cloud-video-intelligence-api-and-more-cloud-machine-learning-updates
  2. Google Cloudhttps://cloudplatform.googleblog.com/2017/03/welcome-Kaggle-to-Google-Cloud.html