Articles from stratechery.com

Articles from stratechery.com

Even if AI could take over every job, humans will invent new work for themselves, because we value human effort and connection, not just output (stratechery.com)
13 hours ago AI

Q&A with Rivian founder and CEO RJ Scaringe on founding Rivian in 2009, production challenges, the VW partnership, autonomy, AI, EVs, chips, CarPlay, and more (stratechery.com)
21 days ago AI

Netflix changed movie distribution and its executives now think that licensing shows leaves money on the table; YouTube may help Netflix's WBD antitrust case (stratechery.com)
29 days ago YouTube Netflix

Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (stratechery.com)
2025-12-2 Google Nvidia

An interview with Unity CEO Matthew Bromberg on lessons from AOL, the rise of esports, turning around EA's Star Wars: The Old Republic, Zynga, more (stratechery.com)
2025-11-14 Interview

The AI boom is driving coordinated innovation in the US as it builds fabs and energy infrastructure that could have lasting value even if the bubble bursts (stratechery.com)
2025-11-6 Energy AI

Q&A with Asana co-founder Dustin Moskovitz on Facebook, starting Asana, SaaS companies, enterprise AI, the “empty seat problem”, AI modesty, AI safety, and more (stratechery.com)
2025-10-20 SaaS Facebook AI

Q&A with Sam Altman on OpenAI's unifying vision, infrastructure deals, the investor mindset, ChatGPT apps, Instant Checkout, Sora, copyright, feedback, and more (stratechery.com)
2025-10-8

OpenAI's recent deals with Oracle, Nvidia, Samsung, AMD, SK Hynix, and others, plus its DevDay announcements, show it is making a play to be the Windows of AI (stratechery.com)
2025-10-7 Samsung AI Oracle Nvidia AMD

Why YouTube is key to Google's success in AI, with YouTube's AI enhancements making video content more monetizable than text-based content in Search (stratechery.com)
2025-9-28 Google AI YouTube

Q&A with YouTube CEO Neil Mohan on new AI tools to help creators, YouTube's dominance on TVs, helping creators better monetize sponsorships, and more (stratechery.com)
2025-9-19 AI YouTube

The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn for US industrial policy, but also the least bad idea to make Foundry viable (stratechery.com)
2025-8-26 Intel Equity

Meta's strong Q2 shows it has learned a company must give investors short-term results to get permission for long-term investments, such as its AI ambitions (stratechery.com)
2025-8-15 AI

A look at the AI landscape and its impact on Apple, Google, Meta, Microsoft, and Amazon, as well as the foundation model makers, including OpenAI and Anthropic (stratechery.com)
2025-6-24 Google Amazon Microsoft AI Apple

Apple's WWDC 2025 marked a strategic retreat from its overambitious AI promises; SVP Craig Federighi openly admitted Siri's AI features need more time (stratechery.com)
2025-6-11 AI Apple

The ad-supported web is dying, and the next development to accelerate this may be the agentic web, which Microsoft is pushing via NLWeb and MCP support (stratechery.com)
2025-5-21 Microsoft

Q&A with Jensen Huang on AI in the Middle East, the US Chip Diffusion rule, China, AI and GDP growth, Dynamo and full-stack Nvidia, enterprise, gaming, and more (stratechery.com)
2025-5-19 China AI Nvidia GDP

Q&A with SAP CEO Christian Klein on data security, Databricks partnership, building a “social network for B2B”, positioning SAP as a neutral player, and more (stratechery.com)
2025-5-10

Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more (stratechery.com)
2025-5-1 AI Apple Zuckerberg

Q&A with Dan Kim and Hassan Khan, former officials at the CHIPS Program Office, on subsidizing supply versus coercing demand, the program's future, and more (stratechery.com)
2025-4-21

Q&A with Snowflake CEO Sridhar Ramaswamy on working at Bell Labs and Google, building Neeva, Snowflake's business model and its approach to AI, and more (stratechery.com)
2025-3-28 Google AI

Q&A with Sam Altman on the path to OpenAI, its origin story, building a consumer tech company, ads, competition, hallucinations, regulation, and the AI outlook (stratechery.com)
2025-3-20 AI

The US chip situation is precarious and requires bold moves like ending the China chip ban and building more trailing edge fabs in the US (stratechery.com)
2025-2-26 China Ban

Q&A with Uber CEO Dara Khosrowshahi about his move from Expedia to Uber, getting out of the self-driving market, Uber becoming an aggregator, and more (stratechery.com)
2025-2-16 Uber

An in-depth look at DeepSeek: DeepSeekMoE and DeepSeekMLA, cheap V3 training, the US chip ban, “distillation” from other models, Nvidia impact, AGI, and more (stratechery.com)
2025-1-28 Ban Nvidia

How generative AI may bridge current computing paradigms to future innovations, especially in wearables, which will benefit from context-aware user interfaces (stratechery.com)
2024-12-3 AI

Why Meta is well positioned to be AI's main beneficiary in the short, medium, and long term: generative AI, ads, infinite content, XR, “generative UI”, and more (stratechery.com)
2024-10-30 AI

An interview with Salesforce CEO Marc Benioff on his background and the founding of Salesforce, his vision for AI, Agentforce, data and disruption, and more (stratechery.com)
2024-10-27 Interview AI Salesforce

Q&A with Meta CTO Andrew Bosworth on Orion, Reality Labs, building News Feed, competing with Apple, developers, the AR and VR bifurcation, Ray-Ban, and more (stratechery.com)
2024-9-26 VR Apple Ban AR

AI's first wave of successful implementation will probably look more like the first wave of computing, which was led by enterprise installations that cut jobs (stratechery.com)
2024-9-25 AI

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