SB: Thanks for having me. Indeed, that really is the real name for the “Unified Content Model”: everything, in the end, is on its way to freemium. The on-again/off-again rumor mill about Apple’s TV efforts is spinning again, thanks to a new report in the Wall Street Journal that Apple Plans Web TV Service in Fall: The technology giant is in talks with programmers to offer a slimmed-down bundle of TV. 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. Spotify’s Aggregation Play. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. 5% following the results, which would be about $87 billion in market value. Listen to Stratechery on Spotify. A blog post that analyzes Microsoft's strategy and vision under CEO Satya Nadella, who has moved the company away from a focus on Windows and devices to a focus on cloud, services, and partnerships. The End of the Beginning. The End of Zero Interest Rates. 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, a production of Stratechery. 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. In other words, Apple is leaping ahead on the sustaining curve [by building a better phone]. aggregators) come to dominate 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 solution to the secular collapse of the PC market is not to. Then, an explosion: an incredible 233 additional automobile makers were founded in the first decade of the 20th century, and a further 168 between. 2 days ago · Google’s True Moonshot. Subscribe to Stratechery Plus to. The story of Windows’ decline is relatively straightforward and a classic case of disruption: The Internet dramatically reduced application lock-in. 74% on the day. They should not. Tuesday, May 10, 2022. Apple Vision. It’s hardly controversial to note that the traditional business model for most publishers, particularly newspapers, is obsolete. 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 receive it in your podcast player, visit Stratechery. 198 episodes. 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. The post covers topics such as Office 365, Azure, Teams, Meta, and the Metaverse, and how they fit into Microsoft's new reality. If you already have a subscription, sign in. Dec 20, 2022 · The 2022 Stratechery Year in Review. The sandwich workflow is very different from how people are used to working. Follow-up to Apple Vision, including why Meta is by no means doomed when it comes to VR/AR. It offers weekly articles for free, while daily updates are for subscribers only, and is recommended by The New York Times as "one of the most interesting sources of analysis on any subject". Many have argued that these announcements are related. The first American automobile maker, Duryea Motor Wagon Company, was founded in 1895; 34 more auto-makers would be founded in the U. Six years ago tomorrow, in The Reality of Missing Out, I wrote that the digital advertising market was settled, and Google and Facebook won:. Dithering covers some of the same topics as Stratechery — the Dithering. 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. 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. Nvidia’s stock, already the top performer in the S&P 500 this year, rose 7. 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. Dithering and Open Versus Free. Stratechery | 9,578 followers on LinkedIn. 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. Disney, though, is increasingly focused on capturing more and more margin from its differentiated content, both when it is created and for decades to come. 0: Politics. At the time we discussed Intel’s ambitious IDM 2. Recently the Apple iPhone has jumped into a virtual tie. Tuesday, September 22, 2020. Facebook's reckoning with ATT finally arrived, and the results are inconclusive. Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses. for $13. The Daily Update Podcast is the audio version of the Daily Update. Wednesday, October 16, 2019. One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic. Ben Thompson is the author and founder of Stratechery, a blog about the business and strategy of technology. 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. 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. Huawei's new smartphone with a 7nm chip shouldn't be a surprise; understanding why explains why the U. Monday, September 12, 2022. 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. Subscribe for $120/year. 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. Twitter has, over 19 different funding rounds (including pre-IPO, IPO, and post-IPO), raised $4. Monday, September 12, 2022. Why Netflix Should Sell Ads. Apr 18, 2022 · Twitter’s Reality. When it comes to the big four consumer tech companies — Microsoft’s decision to close its retail stores was the culmination of a step-back from the consumer space five years in the making — Google and Amazon have always had moats that were easier to understand. 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. $345 million. 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. It beats the shit out of the U-Stor-It. Exponent, a production of Stratechery. Feb 23, 2023 · Thursday, February 23, 2023. Smartphones first addressed needs the PC couldn’t, then over time started taking over PC functionality directly. Tuesday, November 14, 2023. Second, Twitter’s social graph is extremely valuable. Thursday, March 9, 2023. This week, when the U. One of the most amazing things about the Internet is how it provides a level playing field for everyone: this post that you are reading was written by a single person, and it is just as accessible as an article written by the New York Times, or a proclamation issued by the President of the United. 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. If you’re a Stratechery subscriber, it costs $3/month or $30/year to add it as a bundle. 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. This week, when the U. com or that you receive via email, but now you can listen to it in your favorite podcast player. Bob Chapek's failure was about managing expectations; expectations are why the perception of Musk's tenure have switched. Thus we have arrived at a conundrum for open source companies: MongoDB leveraged open source to gain mindshare. And we’re seeing that impact in a number of verticals. Nvidia’s stock, already the top performer in the S&P 500 this year, rose 7. What is clear, though, is that any attempt to understand the relentlessness of the company redirects to their founder, Jeff Bezos, who announced plans to step down as CEO after leading the company for twenty-seven years. Tuesday, November 7, 2023. Zero transactions. shouldn't over-react. The goal of this Article is to explore what those implications might be. 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. com — even if those goods were sold by 3rd-party merchants. 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. Yesterday Google ordered its entire North American staff to work from home as part of an effort to limit the spread of SARS-CoV-2, the virus that leads to COVID-19. Tuesday, August 15, 2023. Once the add-on is purchased, the subscriber goes to Dithering’s Passport to get their personalized feed; Dithering controls the content relationship. The OpenAI Keynote. 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. Ben Thompson, a smart analyst and thinker on media and technology, self-published his Stratechery blog and newsletter from Taiwan, where he lives. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Ezra Klein, in his new book Why We’re. 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. OpenAI’s trump card is ChatGPT, which is. May 31, 2022 · Thin Platforms. The most interesting announcement at Nvidia's GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia. May 2, 2023 · In 2017 BuzzFeed CEO Jonah Peretti declared that “if you’re thinking about an electorate and you’re thinking about the public and you’re thinking about people being informed, the subscription model in media does not help inform the broad public”; in 2017 The Athletic CEO Alex Mather went in the opposite direction, telling me in a Stratechery Interview that his publication would be. The goal of this Article is to explore what those implications might be. In the lingo, this imaginary place is known as the Metaverse. The story of Windows’ decline is relatively straightforward and a classic case of disruption: The Internet dramatically reduced application lock-in. Stratechery now also supports Dithering, a new podcast from Ben Thompson and John Gruber. 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. 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. Stratechery by Ben Thompson is a blog that covers topics such as AI, innovation, media, and business. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. Ben Thompson is an American business, technology, and media analyst, who is based in Taiwan. PCs became “good enough”, elongating the upgrade cycle. They should not. 52 billion), but the company was still hugely profitable. Nvidia’s stock, already the top performer in the S&P 500 this year, rose 7. Tuesday, June 9, 2020. The AI Unbundling. Monday, August 29, 2022. Bob Chapek's failure was about managing expectations; expectations are why the perception of Musk's tenure have switched. Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries. This gives Stripe’s platform users powerful APIs to embed financial. Stratechery Podcasts are audio versions of Stratechery posts. Dall-E 2 is a new AI system from OpenAI that can take simple text descriptions like “A koala dunking a basketball” and turn them into photorealistic images that have never existed before. Epic Decision. Good morning, Today’s Stratechery Interview is with Qualcomm CEO Cristiano Amon. Monday, June 19, 2017. Once the add-on is purchased, the subscriber goes to Dithering’s Passport to get their personalized feed; Dithering controls the content relationship. First, while I presume it goes without saying, I condemn Russia’s invasion of Ukraine in the. Dec 3, 2020 · Stripe: Platform of Platforms. 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. To receive it in your podcast player, visit Stratechery. 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. First, a human has a creative impulse, and gives the AI a prompt. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. Thursday, January 7, 2021. $1 billion. Stratechery by Ben Thompson is a blog that covers topics such as AI, innovation, media, and business. The most interesting announcement at Nvidia's GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia. If you already have a subscription, sign in. Moore’s Law, as originally stated in 1965, states that the number of transistors in an integrated circuit would double every year. The on-again/off-again rumor mill about Apple’s TV efforts is spinning again, thanks to a new report in the Wall Street Journal that Apple Plans Web TV Service in Fall: The technology giant is in talks with programmers to offer a slimmed-down bundle of TV. Moore’s Law, as originally stated in 1965, states that the number of transistors in an integrated circuit would double every year. Earnings and revenue may have missed analysts’ expectations ($6. Perhaps it’s a race, and one boat is winning — until it isn’t, of course. This is a three-step process. Tuesday, May 10, 2022. The on-again/off-again rumor mill about Apple’s TV efforts is spinning again, thanks to a new report in the Wall Street Journal that Apple Plans Web TV Service in Fall: The technology giant is in talks with programmers to offer a slimmed-down bundle of TV. Disney and the Future of TV. 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 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. is preparing to announce a shift to its own main processors in Mac computers, replacing chips from Intel Corp. At the time we discussed Intel’s ambitious IDM 2. Monday, March 27, 2023. The ultimate impact may be on Silicon Valley as a whole. AI and the Big Five. Visa Inc. Dec 5, 2022 · This is a three-step process. 6 billion dollars. Aggregation Theory is a completely new way to understand business in the Internet age. Tuesday, September 22, 2020. This sounds hyperbolic, but I feel like I had the most surprising and. Tuesday, September 22, 2020. 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. 53 per share and $16. Perez’s thesis was based on over 200 years of history and the patterns she identified in four previous technological revolutions: The Industrial Revolution began in Great Britain in 1771, with the opening of Arkwright’s mill in Cromford. Aggregation Theory describes how platforms (i. It offers weekly articles for free, while daily updates are for subscribers only, and is recommended by The New York Times as “one of the most interesting sources of analysis on any subject”. 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 critical breakthrough was three-fold, and, as is so often the case, the three breakthroughs were really about the same existential. Jul 14, 2020 · The TikTok War. Tucked into the last day of WWDC was a session on podcasting, and it contained some big news for the burgeoning industry. Amon first joined Qualcomm in 1995 as an engineer, and in 2021 became only the 4th chief executive in Qualcomm’s history. $345 million. 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. Monday, October 23, 2023. Copy the URL of the podcast feed into the podcatcher. Indeed, that really is the real name for the “Unified Content Model”: everything, in the end, is on its way to freemium. Tuesday, July 14, 2020. Mark Gurman at Bloomberg is reporting that Apple will finally announce that the Mac is transitioning to ARM chips at next week’s Worldwide Developer Conference (WWDC): Apple Inc. The big news, in case you haven’t yet heard: John Gruber and I have launched a new podcast called Dithering: Dithering costs $5/month or $50/year. com, is hosted by Ben Thompson and James Allworth. MongoDB Inc. Good morning, Today’s Stratechery Interview is with Intel CEO Pat Gelsinger. in the following five years. Just look at the title: The misplaced optimism is twofold: first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to. He is the author of Stratechery, a subscription-based newsletter /podcast. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. But know this: I would not be talking about Bing Chat for the fourth day in a row if I didn’t really, really, think it was worth it. 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. 198 episodes. 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. May 15, 2023 · Google I/O and the Coming AI Battles. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider. The service will be called R2 — “one less than S3,” quipped Cloudflare CEO. Stratechery, as Ben puts it, started as some guy in Taiwan with no access. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. Dithering covers some of the same topics as Stratechery — the Dithering. Two boats, and a big ocean. Tuesday, December 14, 2021. Tuesday, April 9, 2019. Mark Gurman at Bloomberg is reporting that Apple will finally announce that the Mac is transitioning to ARM chips at next week’s Worldwide Developer Conference (WWDC): Apple Inc. 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. 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. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. At the time we discussed Intel’s ambitious IDM 2. 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. Subscribe to Stratechery Plus to. 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. What matters most in the decision, though, is tying. The Value Chain Constraint. I am speaking, of course, about Apple’s new mixed reality. Sequoia Partner Roelof Botha wrote yesterday on Medium: Innovations in venture capital haven’t kept pace with the companies we serve. The sandwich workflow is very different from how people are used to working. Stratechery is a website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. 74% on the day. So begins my about page, and there is no company that expands to fill the space afforded by that description quite like Facebook. It beats the shit out of the U-Stor-It. excluding pre-IPO losses). Zero transactions. 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. GPUs at GTC. Sequoia Partner Roelof Botha wrote yesterday on Medium: Innovations in venture capital haven’t kept pace with the companies we serve. Subscribe to Stratechery Plus to receive full. 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. You can follow him on Twitter @benthompson. Good morning, Today’s Stratechery Interview is with Intel CEO Pat Gelsinger. Two of the more famous military sayings are “Generals are always preparing to fight the last war”, and “Never interrupt your enemy while he is making a mistake. Wednesday, June 7, 2023. May 31, 2022 · Thin Platforms. The Department of Justice’s 1998 complaint against Microsoft accused the company of, amongst other things, tying the Internet Explorer browser to the Windows operating system: Internet browsers are separate products competing in a separate product market from PC operating systems, and it is efficient to supply the two products. It follows, then, that debates around companies like Google that use. Thursday, October 28, 2021. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. [1] He is also the co-host of Exponent with James Allworth and Dithering with John Gruber, all podcasts focused on the same themes. all blackxcom
aggregators) come to dominate the industries in which they compete in a systematic and predictable way. . Stratechery
It’s hardly controversial to note that the traditional business model for most publishers, particularly newspapers, is obsolete. It beats the shit out of the U-Stor-It. 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. aggregators) come to dominate the industries in which they compete in a systematic and predictable way. Never-Ending Niches. $1 billion. 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. 3% for $630 million. 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. It offers weekly articles. 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. Both showed how narratives can lead people astray. The TikTok War. Stuck with nothing to do on the weekends in particular I decided to watch the Australian Grand Prix. Just look at the title: The misplaced optimism is twofold: first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to. 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. He explains. “PC guys are not going to just figure this out. In the lingo, this imaginary place is known as the Metaverse. Felix Salmon asked a question on Twitter: While Salmon’s question was driven by the news that AT&T would spin out WarnerMedia and merge it with Discovery, under Discovery’s management, it was also prescient given a report in The Information a few hours later that Amazon is considering. Tuesday, December 20, 2022. Ben Thompson is an American business, technology, and media analyst, who is based in Taiwan. The reasons for this disconnect go. Exponent, a production of Stratechery. Stratechery founder Ben Thompson. It follows, then, that debates around companies like Google that use. 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. This gives Stripe’s platform users powerful APIs to embed financial. 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). Tuesday, June 9, 2020. DALL-E 2 can also realistically edit and re-touch photos. Monday, April 17, 2023. Stratechery is a website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. $345 million. ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat. It’s Time to Split Up Microsoft. 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. 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. Monday, April 17, 2023. Founded in 2013, Ben Thompson's $120-a-year Stratechery newsletter is beloved by tech executives and venture capitalists in Silicon. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Wednesday, January 5, 2022. Two pieces of news dominated the tech industry last week: Elon Musk and Twitter, and Sam Bankman-Fried and FTX. Oct 25, 2022 · 3% for $630 million. This is all build-up to my proposal for what Musk — or any other bidder for Twitter, for that matter — ought to do with a newly private Twitter. To receive it in your podcast player, visit Stratechery. And I heard a voice in the midst of the four beasts say, A measure of wheat for a penny, and three measures of. If the famous Jim Barksdale quote is to be believed — the one about there only being two ways to make money in business, bundling and unbundling — then I am long past due for a follow-up to 2017’s The Great Unbundling. Nvidia investors have been in the valley before: This chart, though, is not from the last two years, but rather from the beginning of 2017 to the beginning of 2019; here is 2017 to today: Three big things happened to Nvidia’s business over the last three years that drove the price to unprecedented heights:. AI, NIL, and Zero Trust Authenticity. Jan 19, 2021 · Intel Problems. Yesterday Google ordered its entire North American staff to work from home as part of an effort to limit the spread of SARS-CoV-2, the virus that leads to COVID-19. Dec 3, 2020 · Stripe: Platform of Platforms. 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. Some things in tech are shocking, but not surprising — think of a CEO of a struggling company losing their job. Spotify’s Aggregation Play. ChatGPT Gets a Computer. How much does Ben Thompson's Stratechery, a blog and podcast about technology and culture, earn from its content subscription business model? This article uses data from official sources, independent sources, and estimates to calculate the revenue, profit, and growth of Stratechery and its podcast Dithering. Hiro spends a lot of time in the Metaverse. The biggest story in tech not just this year but, I would argue, since the advent of mobile and cloud computing, was the emergence. Stratechery founder Ben Thompson. The latest article analyzes the recent news of OpenAI's misalignment with Microsoft and its gain of OpenAI's IP and talent. Hardware does matter — that has been the focus of this Article — but it matters as a means to an end, to enable an interactive experience without the constraints of human capacity or the friction of actual reality. Today’s Stratechery Interview is with Eric Wu, the founder and CEO of Opendoor. Monday, December 6, 2021. Shares of Twitter closed down 2. Last week the German Bundeskartellamt (“Federal Cartel Office”) announced in a press release: The Bundeskartellamt has initiated a proceeding against the technology company Apple to review under competition law its tracking rules and the App Tracking Transparency. Intel, despite investing the most (and having contributed a big chunk of the underlying technology), was convinced it could stick with immersion lithography as it transitioned first to 10-nanometer and then 7-nanometer chips. Parag Agrawal, Twitter’s chief technology officer, will take over the helm, the company said Monday. Non è possibile visualizzare una descrizione perché il sito non lo consente. Wednesday, October 7, 2020. 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. IMDb is the world's most popular and authoritative source for movie, TV and celebrity content. PCs became “good enough”, elongating the upgrade cycle. That’s more than Google, which IPO’d at a valuation of $24. Some things in tech are shocking, but not surprising — think of a CEO of a struggling company losing their job. Jan 7, 2020 · The End of the Beginning. First, a human has a creative impulse, and gives the AI a prompt. Thursday, December 3, 2020. 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. Nov 9, 2023 · Good morning, Today’s Stratechery Interview is with Intel CEO Pat Gelsinger. Wednesday, October 16, 2019. The Value Chain Constraint. Indeed, it is Nvidia’s stock that is probably the single most important factor in this deal. Wednesday, April 19, 2023. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Tuesday, February 21, 2017. 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. Thursday, December 3, 2020. Google I/O and the Coming AI Battles. In short, being a tech company meant being IBM, which meant. Stratechery Podcasts are audio versions of Stratechery posts. May 12, 2020 · Dithering and Open Versus Free. A subtext to last week’s article, Tech’s Two Philosophies, was the idea that there is a difference between Aggregators and Platforms; this was the key section: It is no accident that Apple and Microsoft, the two “bicycle of the mind” companies, were founded only a year apart, and for decades had. From Eric Newcomer: The NFT-marketplace OpenSea is in talks to raise at a $13 billion valuation in a deal led by Coatue, sources tell me. 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. The End of Zero Interest Rates. 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. In practice, though, Moore’s Law. 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. Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries. This Daily Update Interview is also available as a podcast. Matthew Prince, at the end of his prepared remarks after Cloudflare’s recent earnings report, related a story from the company’s earliest days: Back in 2010, right before Cloudflare’s first Board meeting and our launch, I got some advice from one of our early investors. Exponent, a production of Stratechery. First, Twitter’s current fully integrated model is a financial failure. Stuck with nothing to do on the weekends in particular I decided to watch the Australian Grand Prix. Google posted its quarterly results last Friday, and they were ok, not great. Apple is both straight-forward and predictable; I wrote that the iPhone company would likely win when the lawsuit was filed, and argued that the law was firmly on Apple’s. 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. 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. Monday, June 19, 2017. Thursday, May 11, 2023. Sep 30, 2021 · Cloudflare’s Disruption. We should accelerate innovation, not attenuate it. com — even if those goods were sold by 3rd-party merchants. Monday, September 19, 2022. Attenuating Innovation (AI) Wednesday, November 1, 2023. Stratechery is a popular technology blog and e-mail newsletter written by Ben Thompson with a specific focus on strategy and business. Other news, though, is shocking and surprising, and Google’s February keynote in Paris — which. . asian porn massge, duplex for sale in ga, puffs full script free, craih, craigslist phoenix carros, lilypad of fertility range, apartments for rent myrtle beach sc, mujeres cogidas, free movies nude, sexpage, profootballtalk nbc sports, sh vite not found docker co8rr