And I heard a voice in the midst of the four beasts say, A measure of wheat for a penny, and three measures of. com, is hosted by Ben Thompson and James Allworth. Good morning, Today’s Stratechery Interview — and the last Interview of the summer — is with Marc Andreessen. OpenAI’s trump card is ChatGPT, which is. 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:. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Tim Culpan at Bloomberg described the massive capex figure as a “warning” to fellow chipmakers Intel and Samsung: From a technology perspective, Samsung is the nearest rival. The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. 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. An Interview with Replika Founder and CEO Eugenia Kuyda. Subscribe for $120/year. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. Oct 12, 2022 · This Daily Update Interview is also available as a podcast. 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). Stratechery is a blog by Ben Thompson that covers the business, strategy, and impact of technology, with a focus on AI, software, and digital media. The third horse was black: And when he had opened the third seal, I heard the third beast say, Come and see. 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). Subscribe for $120/year. I previously spoke to Gelsinger in February 2022. The content is the exact same as the Daily Update on Stratechery. Follow-up to Apple Vision, including why Meta is by no means doomed when it comes to VR/AR. Thursday, March 23, 2023. 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 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. Dec 5, 2023 · The OpenAI Keynote. Stratechery by Ben Thompson is a website that explores the interplay between business and technology, covering topics such as strategy, innovation, disruption, and evolution. Andreessen hardly needs an introduction: while at the University of Illinois Andreessen co-created the Mosaic web browser, which became the foundation of Netscape, the defining Internet 1. Stratechery by Ben Thompson is a website that explores the interplay between business and technology, covering topics such as strategy, innovation, disruption, and evolution. With the loss of friction, there is necessarily the loss of everything built on friction, including value, privacy, and livelihoods. To be social is to be human, and to be human is. Content from Stratechery, via podcast or RSS. The second biggest topic was a Stratechery staple: the evolving content landscape; 2023 was particularly notable, though, for the dramatic shifts that are hitting Hollywood, highlighted by both strikes and the Disney-Charter standoff this fall. Thursday, October 28, 2021. 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. 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. When Spotify filed for its direct listing in 2018, it was popular to compare the streaming music service to Netflix, the streaming video service; after all, both were quickly growing subscription-based services that gave consumers media on demand. Analysis of the strategy and business side of technology and media, and the impact of technology on society. Read articles on the latest trends and insights from the. Shopify’s Evolution. com or that you receive via email, but now you can listen to it in your favorite podcast player. Disney Expectations, Twitter Expectations, Silicon Valley Expectations. If you already have a subscription, sign in. Google and Ambient Computing. said Monday it would buy Plaid Inc. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and. Subscribe to Stratechery Plus to receive full. The content is the exact same as the Daily Update on Stratechery. 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, June 6, 2023. In the lingo, this imaginary place is known as the Metaverse. Perhaps it’s a race, and one boat is winning — until it isn’t, of course. Tuesday, December 12, 2017. If there is one industry people in tech are eternally certain is doomed, it is cable. 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). Exponent is a podcast about tech and society hosted by Ben Thompson and James Allworth. Non è possibile visualizzare una descrizione perché il sito non lo consente. 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. Exponent is a podcast about tech and society hosted by Ben Thompson and James Allworth. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. The clear candidate is Google. Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried: “We’ve learned and struggled for a few years here figuring out how to make a decent phone,” he said. Feb 8, 2023 · This Daily Update Interview is also available as a podcast. Thursday, July 29, 2021. Epic Decision. The Great Bifurcation. The 2022 Stratechery Year in Review. Thursday, December 3, 2020. I wrote a follow-up to this Article in this Daily Update. In other words, Apple is leaping ahead on the sustaining curve [by building a better phone]. Indeed, that really is the real name for the “Unified Content Model”: everything, in the end, is on its way to freemium. It’s always a risk writing about a deal before it is official: CNBC reported a month ago that Disney was in talks to acquire many of 21st Century Fox’s assets, including its eponymous movie studio, TV production company, cable channels, and international assets (but not the Fox broadcast. Wednesday, March 18, 2015. Business schools suggest that with the right frameworks, an executive can understand how to manage all kinds of problems: what happens, though, when many of the inputs to those frameworks are zero? Zero distribution costs. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. $345 million. 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. Epic won its antitrust case against Google, which shouldn’t be a surprise to Stratechery readers: the situation is very different than Apple. The company had huge losses in the third quarter as it sold inventory at steep discounts and discounted the value of what it still had in stock; the. In short, being a tech company meant being IBM, which meant. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society. $1 billion. The reasons for this disconnect go. Moreover, I can’t imagine ever not paying — Stratechery LLC is already tied into 4 other companies, and that number will only. 'Like' this page to have new posts appear in your st. Market-making is certainly a characteristic of Aggregators; Google, for example, is a one-stop shop for users, advertisers, and content suppliers. Charter-Disney Winners and Losers. Innovation required humility about the future and openness to what might be possible; Biden's executive order proscribing AI development is the opposite, blocking progress and hindering the solutions to our greatest challenges. RCA had hopes, though, that there might be new uses for its capacity; to that end the company had listed for sale a 24-hour transponder that covered the entire United States, only to discontinue the. 4 billion in funding; meanwhile the company has lost a cumulative $861 million in its lifetime as a public company (i. Neither are quite right. Tuesday, June 13, 2017. The podcasts cover topics such as India, TikTok, speech, systems, openness, Spotify, and more. Ready Player One, the book that was issued to every new Oculus employee once upon a time, describes its world in a way that was perhaps edgy in 2011 but seems rather cliché today: “You’re probably wondering what happened before you got here. Epic Decision – Stratechery by Ben Thompson. Two pieces of news dominated the tech industry last week: Elon Musk and Twitter, and Sam Bankman-Fried and FTX. Good morning, Today’s Stratechery Interview — and the last Interview of the summer — is with Marc Andreessen. It offers weekly articles. The concept of an operating system is pretty straightforward: it is a piece of software that manages a computer, making said computer’s hardware resources accessible to software through a consistent set of interfaces. Feb 23, 2023 · Thursday, February 23, 2023. Subscribe to Stratechery Plus to receive full. 3% for $630 million. The AI then generates a menu of options. Thursday, March 17, 2022. Publié le 21 déc. Zero transactions. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Platforms in an Aggregator World. The Uber Dilemma. 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. 198 episodes. From CNBC: Twitter CEO Jack Dorsey is stepping down as chief of the social media company, effective immediately. The shamelessness was breathtaking. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. If you already have a subscription, sign in. Tuesday, June 9, 2020. Even more strikingly, it said revenue in. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Back in 2004 a lot of the pieces that were necessary to run an e-commerce site existed, albeit in rudimentary and hard-to-use forms. Neither are quite right. 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. Feb 15, 2023 · From Bing to Sydney. In the lingo, this imaginary place is known as the Metaverse. 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. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Ten years ago ( from last Saturday) I launched Stratechery with an image of sailboats: A simple image. Oct 18, 2022 · From the beginning of Stratechery I was adamant that this was a major mistake driven by Microsoft’s inability to imagine a future without Windows at the center; from 2013’s Services, Not Devices: The truth is that Microsoft is wrapping itself around an axle of its own creation. Stratechery by Ben Thompson is a blog that covers topics such as AI, innovation, media, and business. Monday, December 18, 2023. First, Twitter’s current fully integrated model is a financial failure. You can find previous years here: 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 I am both proud and grateful to have made it to this milestone. ; 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 ). Wednesday, October 16, 2019. To receive it in your podcast player, visit Stratechery. Wednesday, October 16, 2019. Thursday, December 3, 2020. From CNBC: For years, Amazon has been quietly chartering private cargo ships, making its own containers, and leasing planes to better control the complicated shipping journey of an online order. Tuesday, November 7, 2023. Tuesday, February 26, 2019. Two pieces of news dominated the tech industry last week: Elon Musk and Twitter, and Sam Bankman-Fried and FTX. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. The service will be called R2 — “one less than S3,” quipped Cloudflare CEO. OpenAI’s trump card is ChatGPT, which is. To receive it in your podcast player, visit Stratechery. Before getting into the specific announcements, though, the session itself is worth a bit of analysis, particularly the opening from Apple Podcasts Business. Instead Google simply removed the snippets, which resulted in such a drop in traffic that the publishers this week came crawling back asking Google to re-add the. The solution to the secular collapse of the PC market is not to. Two pieces of news dominated the tech industry last week: Elon Musk and Twitter, and Sam Bankman-Fried and FTX. The AI Unbundling. The End of the Beginning. Investment in R&D. Tuesday, February 21, 2017. The reasons for this disconnect go. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society. This weekend the easy way seemed within reach: I watched Meta’s Connect Keynote (I had early access in order to prepare for an interview with Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella) and was, like. It follows, then, that debates around companies like Google that use the word “platform. com, is hosted by Ben Thompson and James Allworth. 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. In this program we seek to explore the massive effect technology is having not just on technology companies, but also on society as a whole. 3% for $630 million. 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. The Unitary Organizational Form. Monday, November 14, 2022. 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. Tuesday, February 21, 2017. So begins my about page, and there is no company that expands to fill the space afforded by that description quite like Facebook. Bill Simmons had a quick aside about Taylor Swift on the most recent episode of his eponymous podcast. Thin Platforms. Today Stripe is announcing Stripe Treasury; from the company’s press release: Stripe, the technology company building economic infrastructure for the Internet, today announced that it is launching Stripe Treasury. There is a reason — beyond the fact it is August — that WeWork’s upcoming IPO has driven so much discussion: it is a document defined by audaciousness, both in terms of the company’s vision and also the flagrant disregard for corporate governance norms by its leadership. Tuesday, August 15, 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. IBM, though, was different: every part of the company was about technology — indeed, IBM was an entire ecosystem onto itself: hardware, software, and services, all tied together with a subscription payment model strikingly similar to today’s dominant software-as-a-service approach. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Subscribe for $120/year. Spotify’s Aggregation Play. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Distribution and Demand. 4 billion in funding; meanwhile the company has lost a cumulative $861 million in its lifetime as a public company (i. This gives Stripe’s platform users powerful APIs to embed financial. An awful lot of stuff, actually. The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit company organized the wrong way. Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried: “We’ve learned and struggled for a few years here figuring out how to make a decent phone,” he said. The Internet is synchronous and live. Some things in tech are shocking, but not surprising — think of a CEO of a struggling company losing their job. Ben Thompson, a smart analyst and thinker on media and technology, self-published his Stratechery blog and newsletter from Taiwan, where he lives. 'Like' this page to have new posts appear in your st. for $5. 0 strategy, including the audacious goal of shipping five nodes in four years. The story of Windows’ decline is relatively straightforward and a classic case of disruption: The Internet dramatically reduced application lock-in. At the time we discussed Intel’s ambitious IDM 2. 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. Thursday, October 28, 2021. Good morning, Today’s Stratechery Interview is with Intel CEO Pat Gelsinger. It was only a year ago that I opened the 2021 Year in Review by noting that the news felt like a bit of a drag; the contrast to 2022 has been stark. One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic. In December 2016, when then-President-elect Donald Trump summoned tech leaders to Trump Tower for a roundtable discussion, there was considerable debate about whether or not executives like Amazon’s Jeff Bezos, Google’s Larry Page, Apple’s Tim Cook, and Microsoft’s Satya. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. 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 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. $12 per month or $120 per year. Good morning, From TechCrunch: Artifact, the personalized news reader built by Instagram’s co-founders, is now open to the public, no sign-up required. It really is one of the best product names in Apple history: Vision is a description of a product, it is an aspiration for a use case, and it is a critique on the sort of society we are building, behind Apple’s leadership more than anyone else. 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. The website offers a series of concepts that help readers understand the key ideas and trends in various fields of business and technology, such as aggregation theory, incentives, media, and more. As chips shrank and software flew to the cloud, venture capital kept operating on the business equivalent of floppy disks. Hiro spends a lot of time in the Metaverse. It covers the strategy and business side of technology and media, and the impact of technology on society, with free and paid articles and updates. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Ten years ago ( from last Saturday) I launched Stratechery with an image of sailboats: A simple image. Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried: “We’ve learned and struggled for a few years here figuring out how to make a decent phone,” he said. 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. Feb 22, 2022 · Shopify’s Evolution. Recently the Apple iPhone has jumped into a virtual tie. The third horse was black: And when he had opened the third seal, I heard the third beast say, Come and see. 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. is preparing to announce a shift to its own main processors in Mac computers, replacing chips from Intel Corp. First, a human has a creative impulse, and gives the AI a prompt. To receive it in your podcast player, visit Stratechery. Monday, March 27, 2023. Monday, May 15, 2023. This week, when the U. The effect, though, is consistent: Amazon. Feb 6, 2023 · The End of Zero Interest Rates. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Subscribe for $120/year. 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 third horse was black: And when he had opened the third seal, I heard the third beast say, Come and see. com — even if those goods were sold by 3rd-party merchants. At the time we discussed Intel’s ambitious IDM 2. The podcasts cover topics such as India, TikTok, speech, systems, openness, Spotify, and more. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. I also launched Passport, the new back-end for Stratechery and Dithering, the twice-a-week for-pay podcast I host with John Gruber; Passport remains under development, so stay tuned for updates in 2022. 0: Hardware Over Software. “PC guys are not going to just figure this out. snyder crissman funeral home obituaries, ankha p o r n
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. . Stratechery
Sep 26, 2017 · Aggregation Theory describes how platforms (i. Nov 14, 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. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society. The Smiling Curve, as I first explained in this 2014 Article, was a concept created by Acer founder Stan Shih to explain where the profits were in technological manufacturing; from Wikipedia: A smiling curve is an illustration of value-adding potentials of different components of the value chain in an IT-related. The details of Krzanich’s departure, though, ultimately don’t matter: his tenure was an abject failure, the extent of which is only now coming into view. Amazon’s New Customer. Strength: The App Store. Thursday, March 9, 2023. Apr 4, 2022 · Why Netflix Should Sell Ads. The website offers a series of concepts that help readers understand the key ideas and trends in various fields of business and technology, such as aggregation theory, incentives, media, and more. Zero marginal costs. There is a lot of excitement about TSMC's announcements in Arizona, but the reality is a bit more grim, even if the motivations of everyone involved are understandable. 0 strategy, including the audacious goal of shipping five nodes in four years. You can follow him on Twitter @benthompson. The content is the exact same as the Daily Update on Stratechery. If you already have a subscription, sign in. An Interview with Intel CEO Pat Gelsinger. And, of course, massive losses despite. 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. Wednesday, October 6, 2021. Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg , Jensen Huang , and Satya Nadella ; the Founder Series with private company founders like Parker Conrad , Laura Behrens Wu , and Shishir Mehrotra ; and discussions with fellow. Why Netflix Should Sell Ads. Facebook has purchased potential competitors Instagram and WhatsApp. Hey, Ben. Windows has a Subsystem for Linux, which, combined with the company’s laser focus on developers, makes Microsoft products increasingly attractive for software. If you already have a subscription, sign in. Apple Vision. Tuesday, September 22, 2020. Other news, though, is shocking and surprising, and Google’s February keynote in Paris — which. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question. Thursday, November 16, 2023. Aggregation Theory should serve as a guidebook for aspiring platform companies, a warning for industries predicated on controlling distribution, and a primer for regulators. Aggregation Theory is a completely new way to understand business in the Internet age. At first glance, this might seem like a bit of a surprise; after all, Stratechery is well known for describing Aggregation Theory, which is predicated on controlling demand. It is certainly possible that, as per recent speculation, Facebook CEO Mark Zuckerberg is preparing to run for President. I have been arguing for a while that in the aggregate the tech sector is fine, and the state of advertising-based services is a perfect example of what I mean: taken as a basket the six companies in this article. Tuesday, November 30, 2021. Monday, March 27, 2023. Thus we have arrived at a conundrum for open source companies: MongoDB leveraged open source to gain mindshare. The ultimate impact may be on Silicon Valley as a whole. And Jessica Lessin, the CEO of the Information, told me on. Vision, Vision and the Mac, Apple Acquires Mira. 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. $1 billion. Google’s True Moonshot. Tuesday, August 15, 2023. Shyam Sankar and Ted Mabrey, welcome to Stratechery. More on AWS:reInvent, as the day's second keynote focused primarily on AI. Weekly Articles are free, while three Daily Updates a week are for subscribers only. The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory. The OpenAI Keynote. The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. Google’s True Moonshot. 74% on the day. The first American automobile maker, Duryea Motor Wagon Company, was founded in 1895; 34 more auto-makers would be founded in the U. At the time we discussed Intel’s ambitious IDM 2. Monday, August 29, 2022. Thanks for being a subscriber, and have a great day! Share. Tuesday, November 30, 2021. Last Friday something truly remarkable happened: a public company that had grown its valuation from $539 million to nearly $7 billion in seven years announced it was changing its business model. Thursday, March 23, 2023. The content is the exact same as the Daily Update on Stratechery. It was only a year ago that I opened the 2021 Year in Review by noting that the news felt like a bit of a drag; the contrast to 2022 has been stark. Andreessen hardly needs an introduction: while at the University of Illinois Andreessen co-created the Mosaic web browser, which became the foundation of Netscape, the defining Internet 1. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails. for $5. $345 million. Oct 28, 2021 · Meta. The Stratechery 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. An Interview with Replika Founder and CEO Eugenia Kuyda. Once the add-on is purchased, the subscriber goes to Dithering’s Passport to get their personalized feed; Dithering controls the content relationship. DALL-E 2 can also realistically edit and re-touch photos. Monday, June 29, 2020. The Unitary Organizational Form. In the lingo, this imaginary place is known as the Metaverse. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. This week, when the U. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat. The nonsensical tie-in has long been one of my favorite PR genres, and the coronavirus crisis has created a whole host of examples; Casey Newton posted a particularly egregious one: Someone pitched me a story on the 55th anniversary of the BASIC computer language and this was the angle. [1] He is also the co-host of Exponent with James Allworth and Dithering with John Gruber, all podcasts focused on the same themes. The third horse was black: And when he had opened the third seal, I heard the third beast say, Come and see. Twitter’s Reality. RCA had hopes, though, that there might be new uses for its capacity; to that end the company had listed for sale a 24-hour transponder that covered the entire United States, only to discontinue the. 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 biggest story in tech not just this year but, I would argue, since the advent of mobile and cloud computing, was the emergence. Nov 20, 2023 · 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. With Stratechery Plus you get access to the subscriber. Oct 18, 2022 · From the beginning of Stratechery I was adamant that this was a major mistake driven by Microsoft’s inability to imagine a future without Windows at the center; from 2013’s Services, Not Devices: The truth is that Microsoft is wrapping itself around an axle of its own creation. At the time we discussed Intel’s ambitious IDM 2. Google I/O and the Coming AI Battles. 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. Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried: “We’ve learned and struggled for a few years here figuring out how to make a decent phone,” he said. One could, with a bit of trouble, open a merchant account and accept credit cards; 3PL warehouses could hold inventory; UPS and Fedex could deliver your goods. Spotify’s Aggregation Play. 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. As chips shrank and software flew to the cloud, venture capital kept operating on the business equivalent of floppy disks. Tuesday, August 20, 2019. Wednesday, October 12, 2022. Nov 1, 2023 · They should not. He is the author of Stratechery, a subscription-based newsletter /podcast featuring commentary on tech and media news. An interview with Replika founder and CEO Eugenia Kuyda about relationship AI, what actually matters for consumers when it comes to chatbots, and the Replika risks and risqué. 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. Opendoor is very much in the middle of testing the thesis that homebuying can survive a market downturn. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. On June 16, 2017, minutes after Amazon announced it was buying Whole Foods Market Inc. The human then chooses an option, edits it, and adds any touches they like. Tuesday, January 19, 2021. To be social is to be human, and to be human is. “PC guys are not going to just figure this out. Start with the narrowest point of view: the fact that Amazon can now sell and rent TV shows and movies on iOS devices from iPhones to iPads to Apple TV is a big win for Amazon. . download electron