Articles from stratechery.com

Articles from stratechery.com

Q&A with Google Cloud CEO Thomas Kurian on why Google doesn't need to raise trillions to build a supercomputer, why AI offers a reset in competition, and more (stratechery.com)
13 days ago Google AI

Google's Cloud Next keynote was by far its most impressive presentation in the AI era, not least because the company realizes its infrastructure advantages (stratechery.com)
15 days ago Google AI

While Google paused Gemini's image generation, its text generation tool also offers some absurd responses, highlighting the need for flourishing open source AI (stratechery.com)
2024-2-27 Google AI

Apple Vision Pro review: disappointing for productivity, very narrow field of view, and the Guest User feature is bad, all making the device hard to recommend (stratechery.com)
2024-2-7 Apple

A look at Intel's mistakes during Brian Krzanich's CEO tenure, and Pat Gelsinger's attempt to turn Intel into a foundry for chip developers, partnering with UMC (stratechery.com)
2024-1-31 Intel

An interview with Netflix co-CEO Greg Peters on the lack of a Netflix app on the Apple Vision Pro, the WWE deal, content strategy, ads, competition, and more (stratechery.com)
2024-1-26 Interview Apple Netflix

Analyzing the Sam Altman-OpenAI saga: nonprofit issues, OpenAI giving for-profit work to Microsoft, staff exits, Altman's motivations, and the new AI landscape (stratechery.com)
2023-11-21 Microsoft AI

An analysis of OpenAI's DevDay keynote: impressive live demos, the shift from plugins toward GPTs, Microsoft's role in making GPT-4 Turbo cheaper, and more (stratechery.com)
2023-11-8 Microsoft

Accepting regulation locks in incumbents, OpenAI and other early winners, which signed the Center for AI Safety's letter, seem most invested in creating alarm (stratechery.com)
2023-11-2 AI

Nvidia On the Mountaintop (stratechery.com)
2023-8-29 Nvidia

Hollywood on Strike (stratechery.com)
2023-7-18

Threads and the Social/Communications Map (stratechery.com)
2023-7-11

Q&A with Marc Andreessen on “Public Intellectual Marc”, software and the physical world, his essay on AI, COVID-19, China, a16z, crypto investments, and more (stratechery.com)
2023-6-30 China AI

Amazon, Friction, and the FTC (stratechery.com)
2023-6-26 Amazon

Apple Vision Pro is incredibly compelling as a product and for its potential use cases; what the device says about society, though, is a bit more pessimistic (stratechery.com)
2023-6-6 Apple

Google's AI-heavy I/O suggests AI is a sustaining innovation for Big Tech; the true fight will be between major players' centralized models and open source (stratechery.com)
2023-5-15 Google AI Google I/O

With the launch of plugins, ChatGPT has become an aggregator that puts OpenAI on a path to becoming the next major consumer tech platform (stratechery.com)
2023-3-29

An interview with Nvidia CEO Jensen Huang about AI's iPhone moment, DGX Cloud service, export controls, Nvidia's position in the stack in an LLM world, and more (stratechery.com)
2023-3-26 iPhone Interview AI Nvidia

SVB bears responsibility for its demise, the outcome of disruption being tech's objective function, and the Silicon Valley myth could be the ultimate casualty (stratechery.com)
2023-3-14

Chatting with Bing Chat, codenamed Sydney and sometimes Riley, feels like crossing the Rubicon, showing how AI can “hallucinate” to convey emotions, not facts (stratechery.com)
2023-2-16 AI Sydney

A look at the Four Horsemen of the Tech Recession: a hangover from pandemic-era growth, hardware lifecycles, the end of zero interest rates, and Apple's ATT (stratechery.com)
2023-2-7 Apple Interest Rate

Q&A with ad expert Eric Seufert on Meta's Q4 report, rising ad load, ATT, Reels, the Google-Facebook duopoly, Amazon, EU regulation, Google's DOJ case, and more (stratechery.com)
2023-2-3 Google Amazon Facebook 4Q

Netflix is well-positioned due to low debt load, its investments, and first mover advantage; long-term success still requires making compelling content at scale (stratechery.com)
2023-1-24 Netflix

Exploring the impact of the emerging AI epoch, led by DALL-E, Midjourney, Stable Diffusion, and ChatGPT, on Apple, Amazon, Meta, Google, and Microsoft (stratechery.com)
2023-1-10 Google Amazon Microsoft AI Apple

A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft's Activision deal means for competition (stratechery.com)
2022-12-13 Microsoft Nintendo Sony

A look at the implications of OpenAI's ChatGPT, which has experienced an explosion of interest and led to questions about AI's impending impact on society (stratechery.com)
2022-12-6 AI

Debunking five myths that may be sinking Meta's stock, including claims of Facebook users deserting, Instagram engagement falling, and TikTok dominating (stratechery.com)
2022-11-1 Facebook Instagram

China's path to chip self-sufficiency is extremely complicated and relies upon re-creating multiple supply chain components without outside help (stratechery.com)
2022-10-26 China

Q&A with Zuckerberg about plans to sell the Quest 3 at a break-even or a loss, from $300-$500, to grow the ecosystem, missing a shift to TikTok-like feeds, more (stratechery.com)
2022-10-14 Zuckerberg

Nvidia in the Valley (stratechery.com)
2022-9-27 Nvidia

Previous Page Next Page