Articles from stratechery.com

Articles from stratechery.com

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

The AI Unbundling (stratechery.com)
2022-9-13 AI

Rights, Laws, and Google (stratechery.com)
2022-8-30 Google

Instagram, TikTok, and the Three Trends (stratechery.com)
2022-8-17 Instagram

Political Chips (stratechery.com)
2022-8-4

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