~stratechery | Bookmarks (30)

An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.

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

Grok-3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.

An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces, and the value chain for autonomous vehicle ride-sharing.

The Super Bowl drew record ratings even if it wasn't a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI.

The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.

Deep Research is an AGI product for certain narrow domains; it's ability to find anything on the Internet will make secret knowledge all the more valuable.

An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.

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.

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

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.

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.

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.

An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and where the margins and moats will come with models.

OpenAI's Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership.

DeepSeek, a Chinese company, has a reasoning model similar to o1, except that it is actually open.

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.

The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon

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.

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.

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 return the week of January […]