Articles from stratechery.com

Articles from stratechery.com

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

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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