From stratechery.com
11 11
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
#web #blogging #internet #hackernews #SocialMedia #ycombinator
15h ago
From stratechery.com
1 16
The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.
on Sep 3
From stratechery.com
An Interview with Salesforce CEO Marc Benioff about AI Abundance
0 5
An interview with Salesforce Founder and CEO Marc Benioff about founding Salesforce, building an enterprise platform, and why that puts Salesforce in the best position to build AI agents.
on Sat, 1AM
From stratechery.com
Stripe Acquires Bridge, Stablecoins, Platform of Platforms
0 0
Stripe acquired Bridge, a company that builds infrastructure around stablecoins. Is this how crypto becomes a new payment rail?
on Oct 22
From stratechery.com
Elon Dreams and Bitter Lessons
0 0
SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars
on Oct 17
From stratechery.com
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
0 0
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
on Sep 26
From stratechery.com
Enterprise Philosophy and The First Wave of AI
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The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer …
on Sep 25
From stratechery.com
Intel Changes, Qualcomm-Intel Rumors, Microsoft and Three Mile Island
0 0
Intel is making more changes, and announcing at least one deal with AWS, while Qualcomm is reportedly looking into an acquisition or merger. Plus, Microsoft is paying for restarted nuclear.
on Sep 23
From stratechery.com
OpenAI’s New Model, How o1 Works, Scaling Inference
0 0
OpenAI’s has a new model called o1; it’s a new approach that solves some of the key limitations of current LLMs — and it solves crossword puzzles.
on Sep 16
From stratechery.com
0 0
Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
on Sep 10
From stratechery.com
iPhone Pricing, DirecTV and Disney, Bars and Sports
0 0
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.
on Sep 9
From stratechery.com
An Interview with Google SVP Rick Osterloh About Pixel, Android, and Smartphone History
0 1
An interview with Google SVP Rick Osterloh about the Made with Google event, and understanding the company’s approach to Android and Pixel in the light of smartphone history.
on Aug 15
From stratechery.com
0 4
The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovati…
on Aug 14
From stratechery.com
NBC Measurement, Apple and Patreon, Substack Next?
0 1
A note on NBC’s changing ratings. Then, Apple is demanding its pound of flesh from Patreon creators, who aren’t getting any of the benefits of the App Store Apple says it deserves to be…
on Aug 13
From stratechery.com
0 1
The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.
on Aug 11
From stratechery.com
Friendly Google and Enemy Remedies
0 2
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.
on Aug 7
From stratechery.com
Netflix and the Conservation of Attractive Profits
0 0
Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption
on Jul 26
From stratechery.com
0 0
I’ve long maintained that if the powers-that-be understood what the Internet’s impact would be, they would have never allowed it to be created. It’s hard to accuse said shadowy fi…
on Jul 22
From stratechery.com
Apple and the OpenAI Board, Microsoft and the OpenAI Board
0 0
Both Apple and Microsoft are leaving their board observer positions with OpenAI; Apple should have never been there in the first place, while Microsoft is probably focused on escaping regulatory sc…
on Jul 10
From stratechery.com
An Interview with Scale AI CEO Alex Wang About the Data Pillar for AI
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An interview with Scale AI founder and CEO Alex Wang about why data is one of the pillars in AI, and why Scale AI is best-positioned to drive advancements in AI via data.
on Jul 10
From stratechery.com
0 0
Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies.
on Jul 8
From stratechery.com
0 0
Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect.
on Jun 26
From stratechery.com
Perplexity and Robots.txt, Perplexity’s Defense, Google and Competition
0 0
Perplexity is accused of violating robots.txt, which isn’t even a law. It’s actions are also necessary if you ever want competition for Aggregators.
on Jun 25
From stratechery.com
DALL-E, the Metaverse, and Zero Marginal Content
0 0
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
on Jun 25
From stratechery.com
[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
0 1
Apple’s WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept A…
on Jun 25
From stratechery.com
Apple Intelligence is Right On Time
0 0
Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.
on Jun 24
From stratechery.com
An Interview with AMD CEO Lisa Su About Solving Hard Problems
0 0
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.
on Jun 8
From stratechery.com
An Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution
0 0
An interview with Casey Handmer about the solar energy revolution, including why solar is winning economically, why it’s better than nuclear, and the long-term implications of energy abundanc…
on Jun 2
From stratechery.com
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
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Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott about Microsoft’s approach to building AI
on May 24
From stratechery.com
0 0
Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.
on May 21
From stratechery.com
0 0
Apple’s iPad ad might not have been good for Apple, but it was a profound encapsulation of what has happened on the Internet; the question is what it leads to next.
on May 21
From stratechery.com
0 1
Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company.
on May 21
From stratechery.com
0 0
More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
on May 17
From stratechery.com
Google I/O, Google’s Strengths and Weaknesses, AI Search
0 0
Google’s I/O had impressive parts and less impressive ones, depending on how much innovation was required. The most important news, though, was the intense focus on transforming search.
on May 15
From stratechery.com
0 0
A strategy credit is the opposite of a strategy tax: it is when a hard decision for other companies is easy because of business model.
on May 11
From stratechery.com
0 0
Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.
on Apr 17
From stratechery.com
An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
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An interview with Google Cloud CEO Thomas Kurian about Google’s AI strategy, and why this is an opportunity for the company to leap ahead in the cloud.
on Apr 11
From stratechery.com
0 0
Author | Speaking | Ethics | Terms of Service | Privacy Policy | Contact Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on soc…
on Apr 10
From stratechery.com
MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI
0 0
The Apple Vision Pro finally has a new piece of immersive content, and it’s very disappointing — along with the overall paucity of content. Does Apple have a strategy? Who is in charge?
on Apr 1
From stratechery.com
0 0
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.
on Mar 25
From stratechery.com
Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t
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Microsoft is acquiring Inflection AI in everything but name, which makes everything about this deal very strange.
on Mar 23
From stratechery.com
0 0
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
on Mar 16
From stratechery.com
Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologist
0 0
Apple has unveiled its response to the E.U. Given the company’s insistence on monetizing its intellectual property, the response primarily serves to explain why the current App Store model is…
on Mar 7
From stratechery.com
0 0
The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down.
on Mar 1
From stratechery.com
Sora, Groq, and Virtual Reality
0 0
OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.
on Feb 29
From stratechery.com
An Interview with Eric Seufert About Meta at the Top
0 0
An interview with Eric Seufert about Meta’s blowout quarter and where the company goes next, anxiety about Google search, and Apple’s fight with developers and regulators
on Feb 10
From stratechery.com
0 0
The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
on Feb 7
From stratechery.com
0 0
Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by i…
on Jan 30
From stratechery.com
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
0 0
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
on Jan 25
From stratechery.com
The Apple Vision Pro’s Missing Apps
0 0
The Apple Vision Pro is missing some important apps, and it seems likely that Apple’s App Store policies played a part. Might the company respond by doubling down with Disney?
on Jan 24