A look at the different approaches to AI integration and modularization taken by Google, AWS, Microsoft, Nvidia, Meta, and Databricks, and the implications
Ben Thompson / Stratechery : Threads: @moatiful . X: @peibolsang , @madscapital , @jimmysopko , @rkrishnakumar , @1stleighton , @jonesonthenba , @4jimlee , @megangra , @madscapital , @borrowed_ideas ...
Q&A with Nvidia CEO Jensen Huang on AI's iPhone moment, the DGX Cloud service, the US' export controls, Nvidia's position in the stack in an LLM world, and more
Ben Thompson / Stratechery : Tweets: @bradneuberg , @trengriffin , @wenyee_lee , and @stratechery Tweets: Brad Neuberg / @bradneuberg : Excellent interview between two smart folks who I like to follo...
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
It really was jarring to see those employment figures the same week that tech company after tech company reported mostly disappointing earnings … Tweets: @eric_seufert , @carnage4life , @stratechery ,...
A look back at tech's three eras, from Bell Labs to Facebook, and why the metaverse is the fourth, defined by its bifurcation with the physical world
Ben on how software ate the world (mainly through SaaS): Tweets: Dare Obasanjo / @carnage4life : Interesting thesis from @benthompson that we will increasingly live online and that's what connects var...
Stratechery's Ben Thompson announces a service called Passport to let creators manage their subscriptions and communicate with subscribers
Seven years ago, when I initially launched the paid Daily Update, there weren't really any tools designed for independent subscription businesses … Tweets: @sarthakgh , @stratechery , @caseynewton , @...
[Thread] Why Clubhouse will fail: most of the content is “meh” and users will struggle to find interesting live content, leading to low user retention
So... everyone seems to think clubhouse is the “next big thing” - but I think it's going to fail. Here's how I think it all goes down.. Tweets: @shaanvp , @marcelweiss , @serrels , @katzish , @sruhle ...
Jeff Bezos departs as perhaps the best CEO in tech history, having created three huge businesses: Amazon.com, AWS, and Amazon's marketplace/fulfillment services
irreversible decisions — and two-way doors, @bradstone writes. His exit today will test the theory. https://www.bloomberg.com/... Marty Cagan / @cagan : terrific product-perspective summary of what ma...
Profile of Substack, whose founders insist it is a platform, not a media company, and say there is less need for moderation as readers opt in to newsletters
Did a newsletter company create a more equitable media system—or replicate the flaws of the old one? Tweets: @benthompson , @cliomiso , @asymmetricinfo , @can , @bdomenech , @maxwellstrachan , @dandre...
A breakdown of the “four internets”: the US, China, EU, and India, the latter being driven in large part by the powerhouse telecom network Jio
Manage your Stratechery subscription. — One of the more pernicious mistruths surrounding the debate about TikTok … Tweets: @marceloplima , @s8mb , @antoniogm , @rmantri , and @benedictevans Tweets: ...
Forcing Facebook and Google to pay for news could lead to uncritical reporting on tech; better approaches would tackle roots of media woes, including ad markets
Exponent — as promised! — will be back tomorrow, talking about podcasting, Spotify, and working from home. — On to the update: Tweets: @raju , @jason_kint , @jarroddicker , @dkiesow , @mattyglesias ...