Articles from stratechery.com

Articles from stratechery.com

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)
24 days ago 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)
27 days ago 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

Intel should spin off its foundry business, and the US government should subsidize cutting-edge chipmaking in the US via purchase guarantees for US-made chips (stratechery.com)
2024-9-4 Intel

Q&A with Google SVP Rick Osterloh on the new Pixel devices, Android, the history of the smartphone, integration, AI smartphones, Pixel trade-offs, and more (stratechery.com)
2024-8-15 Android Google AI

The main takeaway from the Google Pixel event is Android's primacy, and Google's integration with Android is worth preserving if the goal is spurring innovation (stratechery.com)
2024-8-15 Android Google

Q&A with AMD CEO Lisa Su on lessons from IBM, working with TSMC, the AMD turnaround, AI, competing with Nvidia, the gaming and PC markets, Zen chips, and more (stratechery.com)
2024-6-6 IBM AI Nvidia AMD

A look at the different approaches to AI integration and modularization taken by Google, AWS, Microsoft, Nvidia, Meta, and Databricks, and the implications (stratechery.com)
2024-5-31 Google Microsoft AI Nvidia

Q&A with Microsoft CEO Satya Nadella and CTO Kevin Scott on Copilot+ PCs, delivering a consistent experience, OpenAI, integration vs. modularization, and more (stratechery.com)
2024-5-23 Microsoft

Microsoft's Copilot+ PCs event was compelling, the culmination of years of work, and Windows feels revitalized while its hardware is meaningfully differentiated (stratechery.com)
2024-5-21 Microsoft

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)
2024-4-12 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)
2024-4-11 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

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