Bookmarks (60)

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    429 Too Many Requests

    The best Stratechery content from the week of April 21, 2025, including Tech History and Apple's...

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    An Interview with Eric Seufert About Digital Advertising During Political Uncertainty

    An interview with Eric Seufert about the impact of the trade war on digital advertising, the...

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    Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation

    Netflix's earnings and 2029 goals show new avenues of growth that are downstream from increased segmentation.

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    Apple and the Ghosts of Companies Past

    Apple is not doomed, but for the first time in a long time its long-term fortunes...

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    Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception

    Google lost its ad antitrust case; if the case is upheld, it has important implications for...

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    2025.16: Meta and the Shape of Digital Markets

    The best Stratechery content from the week of April 14, 2025, including the three eras of...

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    An Interview with Dan Kim and Hassan Khan About CHIPS

    An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and...

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    Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls

    It appears that Nvidia will never be allowed to sell AI accelerators to China again, even...

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    Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces

    The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and...

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    ChatGPT Memory, Boundaries and AI Companions, Auren

    ChatGPT's memory feature is pretty basic, but it's the sort of product feature that can build...

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    2025.15: Liberation and Whiplash

    The best Stratechery content from the week of April 7, 2025, with a focus on the...

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    An Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture

    An interview with Google Cloud Platform CEO Thomas Kurian about Google's infrastructure advantage and building and...

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    American Disruption

    A new take on Trump's tariffs, including using a disruption lens to understand the U.S.'s manufacturing...

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    Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk

    A focus on the tariff's impact on Apple specifically, and how Apple itself contributed to China's...

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    Trade, Tariffs, and Tech

    There is an argument for the Trump tariffs, but the risks are too great relative to...

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    Vacation: March 31st to April 3rd

    Stratechery is on vacation from March 31 to April 3; the next Stratechery Update will be...

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    An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI

    An interview with Snowflake CEO Sridhar Ramaswamy about taking over Snowflake, focusing on product, and competing...

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    OpenAI’s New Image Model, Graphic Design and Google, More on Security

    OpenAI's new image generation capabilities feel like another AGI domino; then, yes, security is about more...

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    The Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus Security

    The Trump administration's Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in...

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    YouTube TV, Wiz, and Why Monopolies Buy Innovation

    Google could aggregate TV, but it might not have the product capability; that's a convoluted way...

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    An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company

    An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means...

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    Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier

    Jensen Huang's GTC keynote was a compelling argument in favor of Nvidia's position relative to ASICs...

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    Intel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence

    Intel's new CEO casts Pat Gelsinger's tenure and firing in a new light: was Intel's problem...

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    Metallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI

    Metallica on the Vision Pro was cool, but ultimately disappointing, and symbolic of Apple's need to...

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    An Interview with Tailscale Co-Founder and CEO Avery Pennarun

    An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and how he’s been learning...

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    OpenAI API Updates, Steelmanning the API Business, The Problem With Both

    OpenAI has compelling new updates to their API that should be good for the API business;...

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    A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups

    More on Apple and AI, this time through the lens of Google's point of integration and...

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    Apple AI’s Platform Pivot Potential

    Apple AI is delayed, and Apple may be trying to do too much; what the company...

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    An Interview with Michael Nathanson About the Streaming Endgame

    An interview with Michael Nathanson about the endgame for traditional media companies as the streaming wars...

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    Alexa+, A Brief History of Alexa, Amazon — and Apple’s — Mistake

    Alexa+ looks amazing, and that's exactly my problem with it: Amazon is trying to do too...

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    More TSMC Fabs in the U.S., Taiwan’s Trump Card

    TSMC announced new fabs in the U.S., but without dates and processes it's safe to assume...

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    Microsoft EOLs Skype, Skype’s Founding, Microsoft’s Skype Charity

    Microsoft is pulling the plug on Skype, a service they never should have acquired and on...

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    An Interview with Benedict Evans About AI Unknowns

    An interview with Benedict Evans about AI lessons over the last year, and the many unresolved...

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    More Chip Curbs?, Google LLM Status Check

    Ending the chip ban might be a mistake; I just hope people pushing for more realize...

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    AI Promise and Chip Precariousness

    The AI industry is more exciting than ever, but the chip situation is very precarious and...

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    The iPhone 16e; Apple Intelligence Table Stakes; Apple vs. U.K, Continued

    The iPhone 16e is more expensive than the SE it replaces, but the situation is probably...

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    An Interview with Manna Founder and CEO Bobby Healy About Drone Delivery

    An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work,...

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    Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage

    More on the U.K. vs. Apple, and then Netflix's earnings demonstrate how an Aggregator's advantage compounds...

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    Grok-3, The Nvidia Shortcut, Competitive Implications

    Grok-3 appears to be state of the art; that speaks to the power of Nvidia, and...

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    An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy

    An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces,...

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    Super Bowl Ratings, Netflix to Bid on F1?, Thomson Reuters v. Ross Intelligence

    The Super Bowl drew record ratings even if it wasn't a big deal on social media;...

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    The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid

    The U.K. demands Apple build a back door into its products; Apple is more likely to...

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    Deep Research and Knowledge Value

    Deep Research is an AGI product for certain narrow domains; it's ability to find anything on...

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    An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents

    An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is...

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    Google Earnings, Search Status, China Antitrust Actions

    Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then,...

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    Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation

    I give my analysis of Apple's Earnings, and then OpenAI Deep Research does the same, demonstrating...

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    The De Minimis Loophole, Impact on Amazon and Meta, AI and Abundance

    Trump's new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein...

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    An Interview with Matthew Ball About the Gaming Slump

    An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile,...

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    Microsoft Earnings, Meta Earnings

    Microsoft and Meta both emphasized their optionality as models become a commodity.