An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents. | Continue reading
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons. | Continue reading
I give my analysis of Apple's Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation. | Continue reading
Trump's new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on effects on Amazon and Meta. | Continue reading
An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects. | Continue reading
Microsoft and Meta both emphasized their optionality as models become a commodity. | Continue reading
Chinese New Year wishes, and a scheduling adjustment. | Continue reading
Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI. | Continue reading
DeepSeek has completely upended people's expectations for AI and competition with China. What is it, and why does it matter? | Continue reading
An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and where the margins and moats will come with models. | Continue reading
OpenAI's Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership. | Continue reading
DeepSeek, a Chinese company, has a reasoning model similar to o1, except that it is actually open. | Continue reading
An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, how semiconductors are made, and the past and future of Intel and TSMC. | Continue reading
Back in 2022, I rebranded a Stratechery subscription as Stratechery Plus, a bundle of content that would enhance the value of your subscription; today the bundle includes: Today I am excited to announce a new addition: the Asianometry newsletter and podcast, by Jon Yu. Asianometr … | Continue reading
No Stratechery Interview due to technical difficulties | Continue reading
The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon | Continue reading
The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome. | Continue reading
o1/o3 points the way to AGI, which is AI that can complete tasks; it may take longer for most companies to adopt them than you might think — just look at digital advertising. | Continue reading
An interview with Anduril co-founder Brian Schimpf about the Lattice SDK, competing for the Collaborative Combat Aircraft Program, and building AI with Palantir. | Continue reading
Mark Zuckerberg is making big changes to Meta's moderation policies; it's the next step in a journey that has been more nuanced than people think — and it's one I relate to. | Continue reading
Nvidia's keynote at CES demonstrated how it is becoming the transformer company. | Continue reading
Stratechery is on holiday from December 23, 2024 to January 3, 2025; the next Stratechery Update will be on Monday, January 6. In addition, the next episode of Sharp Tech will be on Monday, January 6, the next episode of Dithering will be on Tuesday, January 7. Sharp China will r … | Continue reading
The most popular and most important posts on Stratechery in 2024. | Continue reading
Rapidus, Japan's new foundry on the leading edge, doesn't make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI. | Continue reading
Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search. | Continue reading
Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable. | Continue reading
Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones. | Continue reading
Silicon Valley has always been deeply integrated with Asia; Trump's attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something new. | Continue reading
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world. | Continue reading
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