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
Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself. | Continue reading
Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating | Continue reading
More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for. | Continue reading
Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency | Continue reading
Announcing the newest addition to the Stratechery Plus bundle: Greatest of All Talk, a podcast about basektball, life, and national parks. | Continue reading
Netflix waited out Blockbuster with better economics, and it's seeking to do the same with its competitors today; the key to the company's differentiation, though, is increasingly creativity, not execution. | Continue reading
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft. | Continue reading
Stratechery is on holiday from December 26, 2022 to January 5, 2023; the next Stratechery Update will be on Monday, January 9. In addition, the next episode of Sharp Tech will be on Monday, January 9, and the next episode of Dithering will be on Tuesday, January 10. Sharp China w … | Continue reading
The most popular and most important posts on Stratechery in 2022. | Continue reading
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it. | Continue reading
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. | Continue reading
What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way. | Continue reading
Stratechery Plus is expanding to include Sharp China with Sinocism’s Bill Bishop | Continue reading
Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react. | Continue reading
Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever. | Continue reading