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 | Continue reading
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 will come later. | Continue reading
Apple is well and truly a services company; hardware is necessary but insufficient for future growth. | Continue reading
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. | Continue reading
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 innovation. | Continue reading
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. | Continue reading
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 figures of negligence, however, given how clueless technologists were as well; look no further than an … | Continue reading
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. | Continue reading
Stratechery is on summer break the week of July 1. There will be no Weekly Article or Updates. The next Update will be on Monday, July 8. In addition, the next episode of Dithering will be on Tuesday, July 9 and the next episode of Sharp Tech will be on Thursday, July 11. Sharp C … | Continue reading
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. | Continue reading
Breaking down the Big Tech AI landscape through the lens of integration and modularization | Continue reading
Microsoft held its most compelling Windows' event in years, because Windows is no longer the center of the company. | Continue reading
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. | Continue reading
Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium term, but the long-term bet on Mark Zuckerberg still seems worth making. | Continue reading
Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn't desperation: it's smart strategy that understands Meta's true differentiation. | Continue reading
Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere. | Continue reading
Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale advantage and is determined to use it. | Continue reading
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. | Continue reading
Nvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia's need to dig a new kind of software moat. | Continue reading
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI | Continue reading
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. | Continue reading
OpenAI's new video model and a new chip for Groq are important developments in not just AI but also virtual reality. | Continue reading
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. | Continue reading
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? | Continue reading
The New York Times is suing OpenAI, but it is the New York Times that stands to benefit the most from large language models, thanks to its transformation to being an Internet entity. | Continue reading
Stratechery is on holiday from December 25, 2023 to January 5, 2024; the next Stratechery Update will be on Monday, January 8. In addition, the next episode of Sharp Tech will be on Monday, January 8, the next episode of Dithering will be on Tuesday, January 9. Sharp China will a … | Continue reading
The most popular and most important posts on Stratechery in 2023. | Continue reading
Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all. | Continue reading
The Internet removed constraints from the analog world, and AI is finishing the job. That this may be the final blow for the Internet as a source for truth may ultimately be for the best. | Continue reading
The end of a dramatic weekend in tech is the 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. | Continue reading
OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company. | Continue reading
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. | Continue reading
Moore’s Law is not yet dead, nor is Moore’s Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban. | Continue reading
Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end. | Continue reading
The FTC is suing Amazon, and some of the complaints are compelling, but ultimately not convincing. | Continue reading
Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins | Continue reading
Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet. | Continue reading
Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill. | Continue reading
Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up in physical experiences; Disney isn't much different, but it looks much worse given the company's old business model. | Continue reading
The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs. | Continue reading
Understanding Threads and its threat to Twitter means understanding the current landscape of social media. | Continue reading
The FTC’s Amazon complaint raises some fair points in isolation, but misses the bigger picture, both in terms of Amazon specifically and the Internet generally. | Continue reading
Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic. | Continue reading
Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.… | Continue reading
Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other. | Continue reading
Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same. | Continue reading
AI-generated content is not going to harm those with the capability of breaking through: it will make them stronger, aided by Zero Trust Authenticity | Continue reading
It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins. | Continue reading