Stratechery, as Ben puts it, started as some guy in Taiwan with no access. Aggregation Theory should serve as a guidebook for aspiring platform companies, a warning for industries predicated on controlling distribution, and a primer for regulators. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. It follows, then, that debates around companies like Google. In a June 2007 interview, again with Businessweek, Christensen reiterated that the iPod was doomed, and further predicted that the iPhone would not be successful: 1. Why Netflix Should Sell Ads. Then, Microsoft still has a metaverse strategy, it just doesn’t involve hardware. , and the EU and India. Intel Unleashed, Gelsinger on Intel, IDM 2. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Crypto, though, is about the introduction of scarcity; its payoff is decentralization, at the cost, at least for now, of. Disney and Charter Communications have reached an agreement that will restore popular channels, including ESPN and ABC, to the cable operator’s nearly 15 million subscribers, ending a blackout that lasted for more than a week. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. With Uber, nothing is easy. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. This is the key paragraph: This is ultimately the most important distinction between platforms and Aggregators: platforms are powerful because they facilitate a relationship between 3rd-party suppliers and end users; Aggregators, on the other hand, intermediate and control it. Even more strikingly, it said revenue in. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Wednesday, July 20, 2016. This interview was conducted on Tuesday, two days before the Facebook Connect keynote where Zuckerberg unveiled his vision for the metaverse, and announced his company’s new name: Meta. Clubhouse is the first AirPods social network. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of. for $13. True virtual reality shifts time like media, place like communications, and, crucially, does so with perfect availability and infinite capacity. PCs became “good enough”, elongating the upgrade cycle. Apple Vision. Both make sense. Thursday, November 11, 2021. Tuesday, November 7, 2023. When I first went independent with Stratechery, I had a plan to make money on the side with speaking, consulting, etc. Microsoft's earnings were down: the news about PCs was encouraging, while Azure unsurprisingly felt the pain later than AWS. Two pieces of news dominated the tech industry last week: Elon Musk and Twitter, and Sam Bankman-Fried and FTX. Then, an interview with new CEO and Zillow co-founder Rich Barton. Indeed, it is Nvidia’s stock that is probably the single most important factor in this deal. Tuesday, December 19, 2023. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Instacart IPO, Instacart Conflict, Arm’s IPO Pop. The obvious analogy to Facebook’s announcement that it is renaming itself Meta and re-organizing its financials to separate “Family of Apps” — Facebook, Messenger, Instagram, and WhatsApp — from “Facebook Reality Labs” is Google’s 2015 reorganization to Alphabet, which separated “Google. The Internet is synchronous and live. Penn State has always been a usurper, at least to me. Department of Justice has filed a lawsuit against Google, alleging anticompetitive behavior under Section 2 of the Sherman Antitrust Act. And yes, Tesla has a history of delivering cars late and with a higher price than expected. Google's Gemini launched with a demo that misrepresented its capabilities, which seems like a bizarre decision given that Gemini seems capable. I’ve blogged about her a few times recently, but saw a deep dive about her thinking in Stratchery and it was the framework within How Crypto Is Shaping the Digital Revolution. The Information reported over the weekend that Netflix executives have told employees to keep an eye on the bottom line: In two separate meetings over the past few weeks, Netflix executives cautioned employees to be more mindful about spending and hiring, according to three people. Virtual MVPDs started jacking their rates up $10, $15 in a year, but for the first time content started getting harvested out. This is probably the point where my statement in the beginning, that all of these myths have a bit of truth to them that makes them believable, is the most important: a good chunk of Meta’s drawdown is justified, and the reason is Apple’s App Tracking Transparency (ATT) policy. ; what made me pull the plug on the latter was my last company speaking gig, with Google in November 2015 (I have always disclosed this on my About page ). Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. He’s in a computer-generated universe that his computer is drawing onto his goggles and pumping into his earphones. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. These are big ambitions for a big purchase, and Wall Street apparently agrees; yesterday Nvidia’s market cap increased by $17. By summer, the initial wave of protests had grown into a mass movement against Chinese attempts to subvert the city’s autonomy. They should not. Aggregation Theory is a completely new way to understand business in the Internet age. Microsoft’s gain, meanwhile, is OpenAI’s loss, which is dependent on the Redmond-based company for both money and compute: the work its employees will do on AI will either be Microsoft’s by virtue of that perpetual license, or Microsoft’s directly because said employees joined Altman’s team. ” – John Ruskin, 19th Century English Art Critic. Why Netflix Should Sell Ads. Feb 8, 2022 · We believe the impact of iOS overall as a headwind on our business in 2022 is on the order of $10 billion, so it’s a pretty significant headwind for our business. 2 Executive summary COVID-19, value-based care, data liquidity, consumer expectations, digital transformation, virtual health—these are some of the factors. Jan 18, 2022 · TSMC said Thursday that it has set this year’s capital expenditure budget at $40 billion to $44 billion, a record high, compared with last year’s $30 billion. We would like to show you a description here but the site won’t allow us. Let’s start with the caveats: no, Tesla did not sell 276,000 Model 3’s in three days; that is the number of fully refundable pre-orders that required a deposit of “only” $1,000. Zero marginal costs. And, with this philosophy, comes a different take on responsibility. Nvidia’s GTC Keynote, The Nvidia Stack, The Omniverse. This isn’t exactly ground-breaking news: it is exactly what the company has done for eleven years now (matching the 11-year run of non-iOS iPods, by the way ). In 1984 the Supreme Court ruled that the NCAA’s attempt to control individual universities’ college football TV rights was an illegal restraint on trade; while the lawsuit was instigated by the University of Oklahoma, it was conferences that were. Two boats, and a big ocean. com 231. Thursday, February 23, 2023. It’s a Tesla. Publié le 21 déc. This is why I suspect that Internet 2. The paid subscription of Stratechery costs $12. This is a peek into the Navalamanack book, published here online ahead of the coming 2020 release. Microsoft’s gain, meanwhile, is OpenAI’s loss, which is dependent on the Redmond-based company for both money and compute: the work its employees will do. Specifically, Facebook is a data factory. Friday, February 21, 2020. You have almost certainly seen this chart about newspaper advertising revenue since World War II: The obvious takeaway is that the Internet killed what had been a profitable and growing business; what is interesting, though, is that circulation numbers tell a somewhat different story:. "Ben Thompson’s Stratechery is doing $200,000 a year in revenue. Dorsey, 45, was serving as both the CEO of Twitter and. This is technology’s second philosophy, and it is orthogonal to the other: the expectation is not that the computer does your work for you, but rather that the computer enables you to do your work better and more efficiently. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Ben Thompson is the author and founder of Stratechery, a site about the business and strategy of tech, and co-host of Dithering. Once the add-on is purchased, the subscriber goes to Dithering’s Passport to get their personalized feed; Dithering controls the content relationship. Mar 27, 2023 · ChatGPT Gets a Computer. My first job was as a paper boy: The job was remarkably analog: a bundle of newspapers would be dropped off at my house, I would wrap them in rubber-bands (or plastic bags if it were raining), load them up in a canvas sack, and set off on my bike; once a month my parents would drive me around to. — Ben Thompson (@benthompson) February 5, 2021. Listen to it here. The End of Zero Interest Rates. Why Netflix Should Sell Ads. The Rise and Fall of ESPN’s Leverage. Thursday, December 3, 2020. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The Linked List Content Will Become the Daily Stratechery Email. Last Friday AMD surpassed Intel in market capitalization: This was the second time in history this happened — the first was earlier this year — and it may stick this time; AMD, in stark contrast to Intel, had stellar quarterly results. The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship. Each prisoner is in solitary confinement with no means of communicating with the other. Monday, April 12, 2021. The solution to the secular collapse of the PC market is not to. Get personalized recommendations, and learn where to watch across hundreds of. He is the author of Stratechery, a subscription-based newsletter /podcast featuring commentary on tech and media news. Last Friday AMD surpassed Intel in market capitalization: This was the second time in history this happened — the first was earlier this year — and it may stick this time; AMD, in stark contrast to Intel, had stellar quarterly results. The additional premium content that I plan on writing daily (~3-4 500 word items) will be moved to a daily email, fresh in your inbox every morning (an advantage of being 15 hours ahead). Unity's merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber. ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat. When I first went independent with Stratechery, I had a plan to make money on the side with speaking,. You can buy Stratechery and. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. 0, despite its economic logic predicated on the technology undergirding the Internet, is not the end-state. Tuesday, December 19, 2023. Then, an explosion: an incredible 233 additional automobile makers were founded in the first decade of the 20th century, and a further 168 between 1910 and. Aggregation Theory. Tuesday, December 20, 2022. The Internet has no cap to concurrent users, while also providing each user. Mar 27, 2023 · ChatGPT Gets a Computer. This isn’t exactly ground-breaking news: it is exactly what the company has done for eleven years now (matching the 11-year run of non-iOS iPods, by the way ). Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Another piece of news, though, flew under the radar: yet another development in AI, which is a reminder that the only narratives that last are rooted in. The surprise decision may have killed the dea l worldwide. Monday, August 28, 2023. Friday, February 21, 2020. Moore revised his prediction 10 years later to be a doubling every two years, which held until the last decade or so, when it has slowed to a doubling about every three years. Apple 3. Image credits: The Great Unbundling, Stratchery, 2017. Friday, February 28, 2020. Stratechery Plus subscribers include executives and employees from the. Once the add-on is purchased, the subscriber goes to Dithering’s Passport to get their personalized feed; Dithering controls the content relationship. This is technology’s second philosophy, and it is orthogonal to the other: the expectation is not that the computer does your work for you, but rather that the computer enables you to do your work better and more efficiently. The 2022 Stratechery Year in Review. Microsoft's earnings were down: the news about PCs was encouraging, while Azure unsurprisingly felt the pain later than AWS. Thursday, December 3, 2020. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Apr 30, 2019 · It is a remarkable turnaround, and, thanks to the fact that I started Stratechery just months before the exit of former CEO Steve Ballmer, it is one that I have been able to document stage-by-stage. — The Biden administration has been sleepwalking through this fact especially with regard to the EU. Cloudflare is ready to launch a new cloud object storage service that promises to be cheaper than the established alternatives, a step the company believes will catapult it into direct competition with AWS and other cloud providers. Windows and the AI Platform Shift. In the lingo, this imaginary place is known as the Metaverse. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. If you’re a Stratechery subscriber, it costs $3/month or $30/year to add it as a bundle. Oct 28, 2021 · Thursday, October 28, 2021. Recent Examples on the Web Handmade items include assorted floral wreaths and clothespin wreaths (seasonal, holiday, various designs/colors); jewelry (necklaces, bracelets and earrings); stitchery items (mittens, scarves, afghans) and intricate quilling designs in shadow boxes. Prior to 1867, however, diamonds could only be found in Brazil or India, or on the hands of the wealthy. Disney and Charter Communications have reached an agreement that will restore popular channels, including ESPN and ABC, to the cable operator’s nearly 15 million subscribers, ending a blackout that lasted for more than a week. Epic Decision. At the time we discussed Intel’s ambitious IDM 2. It beats the shit out of the U-Stor-It. Formally, the law of conservation of attractive profits states that in the value chain there is a requisite juxtaposition of modular and interdependent architectures, and of reciprocal processes of commoditization and de-commoditization, that exists in order to optimize the performance of what is not good enough. Tuesday, November 7, 2023. During that time the company has held 33 earnings calls; the company reported a. Tuesday, December 5, 2023. Good morning, I first spoke with Nvidia founder and CEO Jensen Huang after last March’s GTC conference, and again after last fall’s GTC; as I observe in the interview below, Nvidia’s semiannual conference frequency might seem very aggressive, but given Nvidia’s central role in AI our last talk seems like it was. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Each prisoner is in solitary confinement with no means of communicating with the other. Ten years ago ( from last Saturday) I launched Stratechery with an image of sailboats: A simple image. Zillow has changed CEOs, which makes sense given the change in the company's business model. That, though, is where the Anchor acquisition comes in: Anchor is a service for easily. Twitter’s decision to kick-off third party clients is classic Musk; it also gives a signal as. Visa Inc. Founded in 2013, Ben Thompson's $120-a-year Stratechery newsletter is beloved by tech executives and venture capitalists in Silicon Valley and reaches subscribers in more than 80. One of the seminal books on culture is Edgar Schein’s Organizational Culture and Leadership. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. To be fair to IBM, SQL/DS and their later mainframe product, DB2, were far more reliable than Oracle’s earliest versions ↩. Anyone competing with Office 365, though, is in worse shape. Monday, April 3, 2023. Tuesday, January 24, 2023. Microsoft’s Build developer conference has a bit of an odd history, which I recounted in a 2016 Update: the conference was born in 2011 as a showcase for a completely new approach to Windows, but by its second iteration it had already become a symbol of corporate infighting and. Tuesday, July 21, 2015. Oct 18, 2023 · Moore’s Law, as originally stated in 1965, states that the number of transistors in an integrated circuit would double every year. Back then Intel was the unquestioned leader in advanced chip manufacturing, and I urged the company to build a foundry business; then the company. Tuesday, November 7, 2023. Subscribe for $120/year. However, if the user tries to manage their. Thursday, February 24, 2022. Luton Town manager Rob Edwards gestures on the pitch as his player Tom Lockyer receives treatment on the pitch during the English Premier League. That, though, is where the Anchor acquisition comes in: Anchor is a service for easily. Google’s True Moonshot. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. to: Stratechery introduced me to the idea that there are four Internets: China versus the U. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. 1 of 5 |. He is the author of Stratechery, a subscription-based newsletter /podcast. Tuesday, December 5, 2023. Same store sales were down five percent last quarter, and have been hovering around zero for several quarters prior. Look up strategic, -er, or -y in Wiktionary, the free dictionary. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Then, and interview with Gruber about being an independent writer on the Internet, covering Apple's rise, and Dithering. Founded in 2013, Ben Thompson's $120-a-year Stratechery newsletter is beloved by tech executives and venture capitalists in Silicon Valley and reaches subscribers in more than 80. said Monday it would buy Plaid Inc. Back then Intel was the unquestioned leader in advanced chip manufacturing, and I urged the company to build a foundry business; then the company lost its leadership. DALL-E was created by training a neural network on images and their text descriptions. SIX SIGMA “Quality is never an accident. Today, Stratechery is a powerhouse shaping the thoughts and conversation of the entire technology industry around the world at the highest levels. 0 strategy, including the audacious goal of shipping five nodes in four years. The critical breakthrough was three-fold, and, as is so often the case, the three breakthroughs were really about the same existential question. Microsoft's Bing AI Is Leaking Maniac Alternate Personalities Named "Venom" and "Fury" "Maybe Venom would say that Kevin is a bad hacker, or a bad student, or a bad person. Tuesday, June 6, 2023. 7 billion, grocery store stocks fell through the floor; from MarketWatch ( emphasis mine ): Shares of grocery stores took an unexpected hit Friday as investors reeled from the news that Amazon. Banks are, at their core, facilitators: depositors lend their money to a bank, for which they are paid interest, and banks lend that money out, again for interest. Subscribe for $120/year. I am speaking, of course, about Apple’s new mixed reality. Wednesday, May 23, 2018. Today, Stratechery is a powerhouse shaping the thoughts and conversation of the entire technology industry around the world at the highest levels. Aug 3, 2021 · He’s in a computer-generated universe that his computer is drawing onto his goggles and pumping into his earphones. This is a three-step process. These are big ambitions for a big purchase, and Wall Street apparently agrees; yesterday Nvidia’s market cap increased by $17. RCA had. Os últimos tweets de @stratechery. a stratchery Pečovatelská lůžka Designová lůžka Calma Eleganza1 Sprint Eleganza 1 Altura Thema Terra Eleganza 2 Eleganza 3XC Sentida Image Novos Eleganza 3 Multicare LE Movita Image 3 Latera Acute Multicare Contempora Latera Thema 1. Xbox head Phil Spencer has hinted that future plans for Xbox’s streaming service xCloud could include launching ‘lower priced hardware’ down the line. 'Like' this page to have new posts appear in your st. Once the add-on is purchased, the subscriber goes to Dithering’s Passport to get their personalized feed; Dithering controls the content relationship. Twitter’s decision to kick-off third party clients is classic Musk; it also gives a signal as. I wrote in the introduction:. Weekly Articles are free, while three Daily Updates a week are for subscribers only. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Feb 28, 2023 · What the NBA Can Learn From Formula 1. The critical breakthrough was three-fold, and, as is so often the case, the three breakthroughs were really about the same existential question. By far the most well-known “game” in game theory is the Prisoners’ Dilemma. Political Chips. I previously spoke to Gelsinger in February 2022. From the New York Times:. Tuesday, November 30, 2021. Back when Stratechery first launched there was no bigger day than iPhone announcement day, and there was arguably no bigger year than 2013, when I was just getting started. The meaning of STITCHERY is needlework. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Once the add-on is purchased, the subscriber goes to Dithering’s Passport to get their personalized feed; Dithering controls the content relationship. Recently the Apple iPhone has jumped into a virtual tie. So it finally happened: the U. The iPhone is a sustaining technology relative to Nokia. ” – John Ruskin, 19th Century English Art Critic. Amazon Launches Luna, Apple and Russia. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Tuesday, July 21, 2015. Five months and $134 billion in market cap ago (before the stock slipped by 68%), Bloomberg Businessweek purported to explain How Shopify Outfoxed Amazon to Become the Everywhere Store. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. I wrote in the introduction:. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including. Stuck with nothing to do on the weekends in particular I decided to watch the Australian Grand Prix. The OpenAI Keynote. Tuesday, November 14, 2023. Never-Ending Niches. Here is the punchline: the Metaverse already exists, it just happens to be called the Internet. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Weekly Articles are free, while three Daily Updates a week are for subscribers only. 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Ilja Dragunov appeared to be in serious pain (Picture: WWE) WWE fans were left terrified as Ilja Dragunov got. Smartphones first addressed needs the PC couldn’t, then over time started taking over PC functionality directly. for $5. Dithering covers some of the same topics as Stratechery — the. Nvidia Warning, Nvidia vs. An Interview with Chip War author Chris Miller about why the U. The OpenAI Keynote. Facebook Political Problems. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. There is an easy to way to write this Article, and a hard way. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Exponent is a podcast about tech and society hosted by Ben Thompson and James Allworth. Rest assured there is breathless coverage of every twist and turn, and skippers are. Dorsey, 45, was serving as both the CEO of Twitter and. These are big ambitions for a big purchase, and Wall Street apparently agrees; yesterday Nvidia’s market cap increased by $17. It’s been a bit of an anniversary celebration here at Stratechery HQ: it was just under a year ago that I had my first bout of COVID, which left me locked up in a Taiwanese quarantine facility for 18 days. Thursday, September 8, 2022. Virtual MVPDs started jacking their rates up $10, $15 in a year, but for the first time content started getting harvested out. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Spotify’s Aggregation Play. Nvidia's can ship so many new things because it is building on a common foundation; then, Nvidia's Omniverse gives another way of thinking about the Metaverse. The AI Unbundling. @monkbent on other networks. Then, an explosion: an incredible 233 additional automobile makers were founded in the first decade of the 20th century, and a further 168 between 1910 and. In broad strokes, a U-form organization is organized around expertise, not products: in the case of Apple, that means design is one group (under Ive), product. To receive it in your podcast player, visit Stratechery. DALL-E 2 can also realistically edit and re-touch photos. ; what made me pull the plug on the latter was my last company speaking gig, with Google in November 2015 (I have always disclosed this on my About page ). This Stratechery interview is with the executives of a public company, but truthfully, I approached it as another installment of the Stratechery Founder series; as a reminder, one of the challenges in covering startups is the lack of available data. has shifted from a fringe idea to a seeming inevitability (thanks in no small part to India’s decision to do just that ), those opposed to the idea and those in support seem to be talking past each other. 3% for $630 million. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. The protests started in March 2019, in reaction to a proposed extradition law that threatened freedoms guaranteed to Hong Kong in a 1997 treaty between China and Great Britain. We believe the impact of iOS overall as a headwind on our business in 2022 is on the order of $10 billion, so it’s a pretty significant headwind for our business. Zero marginal costs. Good morning, Intel has been one of the companies I have focused on from the very beginning of Stratechery. $1 billion. Tuesday, July 21, 2015. Luton captain Tom Lockyer is stable after suffering a cardiac arrest during a Premier League match against Bournemouth, the club have announced. Stratēchery is a blog written by Ben Thompson. Recent Examples on the Web Handmade items include assorted floral wreaths and clothespin wreaths (seasonal, holiday, various designs/colors); jewelry (necklaces, bracelets and earrings); stitchery items (mittens, scarves, afghans) and intricate quilling designs in shadow boxes. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Exponent, a production of Stratechery. Thursday, February 24, 2022. If you’re a Stratechery subscriber, it costs $3/month or $30/year to add it as a bundle. The End of Trickle-Down Technology. Some things in tech are shocking, but not surprising — think of a CEO of a struggling company losing their job. The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way. Consider the seven qualities Matthew Ball used to define the Metaverse; the Internet satisfies all of them: The Internet is persistent. Tuesday, July 12, 2022. Perhaps it’s a race, and one boat is winning — until it isn’t, of course. $345 million. The Rise and Fall of ESPN’s Leverage. Weekly Articles are. Understanding the differences between Aggregators and Platforms is essential for knowing how to compete, partner with, and regulate large companies. The surprise decision may have killed the dea l worldwide. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. The company said revenue more than doubled in its fiscal second quarter to about $13. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. Weekly Articles are. Os últimos tweets de @stratechery. aggregators) come to dominate the industries in which they compete in a systematic and predictable way. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google I/O, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apple’s iOS introductions at WWDC). The obvious analogy to Facebook’s announcement that it is renaming itself Meta and re-organizing its financials to separate “Family of Apps” — Facebook, Messenger, Instagram, and WhatsApp — from “Facebook Reality Labs” is Google’s 2015 reorganization to Alphabet, which separated “Google. Then, and interview with Gruber about being an independent writer on the Internet, covering Apple's rise, and Dithering. Tech and War. Wednesday, March 2, 2022. Web 1. Tuesday, August 15, 2023. Monday, November 5, 2018. Downs, as well as economist Duncan Black, who proposed the theory in 1948, argue that politicians take. Stratēchery is a blog written by Ben Thompson. Back then Intel was the unquestioned leader in advanced chip manufacturing, and I urged the company to build a foundry business; then the company lost its leadership. The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. 2023 à 9:00. Ben Thompson, the business and technology writer whose successful newsletter served as the inspiration for Substack, built his own infrastructure cobbling together several services; my former colleague Dan Frommer does the same thing for his New Consumer newsletter. Apple stock rose over 4% at one point in extended trading. Google's True Moonshot. Innovation — technology, broadly speaking — is the only way to grow the pie, and to solve the problems we face that actually exist in any sort of knowable way, from climate change to China, from pandemics to poverty, and from diseases to demographics. Cloudflare is ready to launch a new cloud object storage service that promises to be cheaper than the established alternatives, a step the company believes will catapult it into direct competition with AWS and other cloud providers. Third, the iPhone 8’s price is also being cut by $150 two years. 5% following the results, which would be about $87 billion in market value. Microsoft's earnings were down: the news about PCs was encouraging, while Azure unsurprisingly felt the pain later than AWS. Kopit Levien oversees all aspects of The New York Times’ global operations and business strategy (but, as we discuss, plays no direct role in editorial operations). I have never seen anything like the phenomenon around this concert tour, and I have been alive for all the concert tours since the mid-70sfrom a cultural standpoint, from a multi. The capitalization is intentional; Fukuyama. For your typical newspaper, though, the competitive environment is diametrically opposed to what they are used to: instead of there being a scarce amount. DALL-E was created by training a neural network on images and their text descriptions. There were no limitations on the interview; it was my choice to focus on the company’s new vision and not the current. Tuesday, August 20, 2019. Twitter Kills Third-Party Clients, Twitter’s Tortured History With 3rd-Party Apps, The Twitter Files Business Model. View 1: A Win for Amazon. First, while I presume it goes without saying, I condemn Russia’s invasion of Ukraine in the. This Daily Update Interview is also available as a podcast. He previously worked at Apple, Microsoft, and Automattic focusing on strategy, developer relations, and marketing. Meta Meets Microsoft. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Tuesday, September 22, 2020. Nov 7, 2023 · The OpenAI Keynote. Content from Stratechery, via podcast or RSS. Perhaps it’s a race, and one boat is winning — until it isn’t, of course. Shopify’s Evolution. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Apple Vision. Epic Decision. The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way. That map came out of an Article called The Multitudes of Social that argued that social media was not a single category destined to be won by a single app, and that Facebook could never “own social”: The very idea of owning social is a fool’s errand. So it finally happened: the U. If you already have a subscription, sign in. We are joined by the man himself, Ben Thompson on the eve of Stratechery's 10-year anniversary. Penn State has always been a usurper, at least to me. Innovation — technology, broadly speaking — is the only way to grow the pie, and to solve the problems we face that actually exist in any sort of knowable way, from climate change to China, from pandemics to poverty, and from diseases to demographics. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Group subscriptions to the Daily Update are available to teams of at least five people, all of whom must the same corporate domain for their email (no personal email domains allowed). As somebody who has to rub shoulders with big tech companies often I can tell you that there is much blood spilled in the competitive. On Exponent, the weekly podcast I host with James Allworth, we discuss Email Addresses and Razor Blades. Now a new startup says it can help you do what Thompson did. . how to remove sharepoint shortcut from onedrive in file explorer