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Who’s Afraid of Chinese Models?
2026-07-20 19:00:08
A Script for Mark Zuckerberg
2026-07-07 18:00:00
Anthropic’s Safety Superpower
2026-06-15 18:00:00
The iPhone’s Last Stand
2026-06-09 18:00:00
The Google Capital Company
2026-06-02 18:00:00
The SpaceX IPO and Data Centers in Space
2026-05-27 18:00:00
The Inference Shift
2026-05-11 18:00:00
Amazon's Durability
2026-05-05 18:01:14
Tim Cook's Impeccable Timing
2026-04-21 18:00:00
Mythos, Muse, and the Opportunity Cost of Compute
2026-04-13 18:00:00
Apple's 50 Years of Integration
2026-03-31 18:00:00
Agents Over Bubbles
2026-03-16 18:00:00
Anthropic and Alignment
2026-03-02 19:00:00
Thin Is In
2026-02-17 19:00:00
Microsoft and Software Survival
2026-02-03 19:00:00
TSMC Risk
2026-01-26 19:00:00
Apple: You (Still) Don't Understand the Vision Pro
2026-01-12 19:00:00
AI and the Human Condition
2026-01-05 19:00:00
Netflix and the Hollywood End Game
2025-12-08 19:00:00
Google, Nvidia, and OpenAI
2025-12-01 23:03:58
Robotaxis and Suburbia
2025-11-18 19:00:00
The Benefits of Bubbles
2025-11-05 19:00:00
Resiliency and Scale
2025-10-22 18:00:00
OpenAI's Windows Play
2025-10-07 17:57:32
Sora, AI Bicycles, and Meta Disruption
2025-10-06 18:04:14
The YouTube Tip of the Google Spear
2025-09-23 18:00:00
iPhones 17 and the Sugar Water Trap
2025-09-10 18:32:53
U.S. Intel
2025-08-26 18:00:00
Facebook is Dead; Long Live Meta
2025-08-14 22:34:02
Paradigm Shifts and the Winner's Curse
2025-08-06 23:33:50
Content and Community
2025-07-21 20:10:03
Tech Philosophy and AI Opportunity
2025-07-08 23:06:51
Checking In on AI and the Big Five
2025-06-23 23:25:43
Apple Retreats
2025-06-10 22:01:39
The Agentic Web and Original Sin
2025-05-20 22:48:00
Platform Power Is Underrated
2025-05-05 23:12:09
Apple and the Ghosts of Companies Past
2025-04-22 19:03:16
American Disruption
2025-04-09 19:28:45
Trade, Tariffs, and Tech
2025-04-07 20:05:39
YouTube TV, Wiz, and Why Monopolies Buy Innovation
2025-03-24 23:02:47
Apple AI's Platform Pivot Potential
2025-03-10 20:00:05
AI Promise and Chip Precariousness
2025-02-26 00:53:54
Deep Research and Knowledge Value
2025-02-10 23:37:46
DeepSeek FAQ
2025-01-27 22:05:14
Stratechery Plus + Asianometry
2025-01-21 00:16:26
AI's Uneven Arrival
2025-01-13 22:59:09
Intel's Death and Potential Revival
2024-12-09 20:59:01
The Gen AI Bridge to the Future
2024-12-02 23:19:02
A Chance to Build
2024-11-19 00:01:45
Meta's AI Abundance
2024-10-29 20:52:52
Elon Dreams and Bitter Lessons
2024-10-16 00:12:49
Enterprise Philosophy and The First Wave of AI
2024-09-24 19:45:52
Boomer Apple
2024-09-10 21:27:31
Intel Honesty
2024-09-03 21:36:30
Integration and Android
2024-08-14 21:52:06
Friendly Google and Enemy Remedies
2024-08-07 02:04:56
Crashes and Competition
2024-07-22 18:00:06
The E.U. Goes Too Far
2024-07-09 02:09:35
Apple Intelligence is Right On Time
2024-06-10 21:55:20
An Interview with AMD CEO Lisa Su About Solving Hard Problems
2024-06-06 18:55:29
Databricks Buys Tabular, The End of Software?
2024-06-05 22:41:21
Nvidia at Computex, Nvidia's Roadmap, Horizontal Nvidia
2024-06-04 21:25:04
Computex 2024, Is AWS Modular or Integrated?
2024-06-03 22:44:54
An Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution
2024-05-30 18:47:13
AI Integration and Modularization
2024-05-30 00:34:07
Nvidia Earnings, AMD Earnings, Nvidia's Goldilocks Pitch
2024-05-28 21:40:12
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
2024-05-23 17:35:33
Microsoft Build, Copilot Platforms, A Note on Recall
2024-05-22 20:06:44
Windows Returns
2024-05-21 17:59:36
Netflix and the NFL, Netflix Internalizes Ads, Comcast's Bundle
2024-05-20 18:25:00
An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
2024-05-16 18:00:47
Google I/O, Google's Strengths and Weaknesses, AI Search
2024-05-15 23:48:43
OpenAI's Spring Event, GPT-4o, OpenAI and Apple
2024-05-14 18:52:31
The Great Flattening
2024-05-13 18:26:20
An Interview with Matthew Belloni About Hollywood's Streaming Struggles
2024-05-09 19:12:30
Apple's iPad Event, The Peaceful iPad, Disney Earnings
2024-05-08 21:21:25
TSMC Earnings, TSMC's Pricing Mistake, Intel v. TSMC
2024-05-08 00:15:42
Apple Earnings, Wearables and Vision Pro, AI Leverage
2024-05-06 21:06:58
An Interview with Databricks CEO Ali Ghodsi About Building Enterprise AI
2024-05-02 20:17:14
The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings
2024-05-01 21:45:32
Google Earnings, Google's Re-Org, Google's True Moonshot
2024-04-30 21:57:26
Meta and Reasonable Doubt
2024-04-29 22:30:49
An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
2024-04-25 18:00:13
Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers
2024-04-24 21:05:08
Meta and Open
2024-04-23 23:32:32
Netflix Earnings, Netflix's Reporting Change, Netflix's Waiting Game
2024-04-22 21:48:34
An Interview with Michael Morton About E-Commerce Winners and Losers
2024-04-18 18:58:54
More on Humane, Limitless, The iPhone Integration Barrier
2024-04-17 21:44:52
MKBHDs For Everything
2024-04-16 23:25:12
Intel's Modular Vision, Meta MTIA 2, Google Axion
2024-04-15 21:19:43
An Interview with Google Cloud CEO Thomas Kurian About Google's Enterprise AI Strategy
2024-04-11 18:41:03
Gemini 1.5 and Google's Nature
2024-04-10 23:15:03
Personal Day
2024-04-09 22:34:05
The Status of Just Walk Out, TSMC Gets CHIPS Act Grant
2024-04-08 20:53:48
An Interview with Benedict Evans About Regulation and AI
2024-04-03 21:08:19
The XZ Backdoor, What Happened, Open Source Safety
2024-04-02 19:37:58
MLS on Vision Pro, The Vision Pro's Missing Content, The Vision Pro's DRI
2024-04-01 20:53:03
An Interview with Hugo Barra About a Career in Tech and the Future of VR
2024-03-28 18:17:04
Apple and Antitrust for Aggregators, DMA Investigations and Apple's Risk
2024-03-27 21:16:50
Apple and the Monopoly Question, iPhone Market Share, Apple's Durability
2024-03-26 20:42:46
United States v. Apple
2024-03-25 22:16:09
An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
2024-03-21 21:19:06
Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn't
2024-03-20 21:34:49
Nvidia Waves and Moats
2024-03-19 21:48:04
Apple Releases AI Research Paper, Apple Gemini?
2024-03-18 20:52:36
An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
2024-03-14 17:34:02
Reddit S-1, Reddit's Prospects, Reddit Grows Up
2024-03-13 18:48:49
Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio
2024-03-12 20:17:41
Congress Considering TikTok Ban, TikTok's War, What Now?
2024-03-11 20:40:53
Apple Fined by European Commission, Apple's Spotify Press Release, Apple Revokes Epic's Developer Account (Again)
2024-03-07 18:18:21
Elon Musk vs. OpenAI, OpenAI's Response, OpenAI's Foundational Problem
2024-03-06 18:06:19
India and Gemini, Ten Blue Links, The Complicity Framework
2024-03-05 21:34:05
Aggregator's AI Risk
2024-03-04 23:44:18
An Interview with Nat Friedman and Daniel Gross Reasoning About AI
2024-02-29 19:36:00
Mistral, Microsoft's Investment, Generative AI and Customer Support
2024-02-28 21:29:06
Nvidia Earnings, Inference and Meta
2024-02-27 20:23:44
Gemini and Google's Culture
2024-02-26 23:38:47
An Interview with Matthew Ball About the Vision Pro and the State of Gaming
2024-02-22 20:29:43
Groq Costs, Gemini Pro 1.5, Google's Timidity
2024-02-21 21:14:52
Sora, Groq, and Virtual Reality
2024-02-20 22:52:02
Xbox's Announcement; Microsoft's Messy Middle; Apple in Europe, Continued
2024-02-19 21:32:44
An Interview with Rescale CEO Joris Poort About Building High-Performance Computing in the Cloud
2024-02-15 18:36:43
Xbox Games to Go Cross-Platform?, Console Context, Xbox's Final Strategy
2024-02-14 18:30:57
Vision Pro on an Airplane, The Apple TV Services Story, Apple Earnings Notes
2024-02-13 18:32:37
An Interview with Eric Seufert About Meta at the Top
2024-02-08 18:54:26
Vision Pro at Work, The Sports Bundle
2024-02-07 21:40:51
The Apple Vision Pro
2024-02-06 22:00:37
Meta Earnings; Meta, AI, and ATT; Meta's New Playbook
2024-02-05 21:36:37
An Interview with Joanna Stern About Creating Content (and the Apple Vision Pro)
2024-02-01 19:00:26
Google Earnings, Microsoft Earnings
2024-01-31 22:05:44
Intel's Humbling
2024-01-30 21:31:07
Apple and the DMA, Apple and "Or", A Reluctant Apple Apologist
2024-01-29 23:00:18
An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
2024-01-25 19:50:33
TSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up
2024-01-24 21:09:43
Amazon and Diamond Sports, Netflix and WWE
2024-01-23 22:31:52
The Apple Vision Pro's Missing Apps
2024-01-22 23:59:38
An Interview with Om Malik About Tech's History and Future
2024-01-18 18:33:43
The Supreme Court Declines to Hear Apple-Epic, Apple's (Predictable) Response
2024-01-17 19:00:46
OpenAI Launches GPT Store, The Everything Engine and Advertising, Artifact Shuts Down
2024-01-16 19:00:06
An Interview with Arm CEO Rene Haas
2024-01-11 19:00:09
AI at CES, The Rabbit R1
2024-01-10 21:48:11
Substack and Platformer, Moderation and Infrastructure, Bars and Culture
2024-01-09 23:52:40
The New York Times' AI Opportunity
2024-01-09 01:20:47
Adobe Abandons Figma Acquisition; The Neo-Brandeis Movement's Missed Opportunity; First, Do No Harm
2023-12-20 20:53:07
Apple Watch Import Ban, Apple v Masimo, Apple's Response
2023-12-19 20:54:52
Google's True Moonshot
2023-12-18 23:54:10
An Interview with Nat Friedman and Daniel Gross About the Human Component of AI
2023-12-14 19:18:35
Netflix's Data Drop, Power Laws, Netflix's Motivations
2023-12-13 21:23:19
Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
2023-12-12 21:09:59
Google Gemini; Performance, Infrastructure, and Integration; Apple MLX
2023-12-11 22:56:41
An Interview with Michael Nathanson About a Tumultuous Year in Media
2023-12-07 20:26:33
Spotify Layoffs, Lessons From Spotify, Ek's Letter and Spotify's Debt
2023-12-06 21:52:54
Regretful Accelerationism
2023-12-05 23:29:10
The College Football Playoff, Events Over Inventory, NASCAR's New Deal
2023-12-04 22:40:19
An Interview with Roblox CEO David Baszucki About Advertising and AI
2023-11-30 20:51:21
AWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
2023-11-29 22:24:24
AWS:reInvent, Serverless and the Smiling Curve, AI Services
2023-11-28 23:35:08
Sam Altman Back at OpenAI, Q*, Going Forward
2023-11-27 21:56:10
The OpenAI Saga Continues, Microsoft's New Chips, Microsoft's AI Platform Hedge
2023-11-21 22:25:36
OpenAI's Misalignment and Microsoft's Gain
2023-11-20 20:07:13
An Interview with Bill Bishop and Andrew Sharp Checking In on China
2023-11-16 19:00:14
Google's Apple Payments; Apple Services: Narrative vs. Reality; Google's Motivation
2023-11-15 19:00:20
Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance
2023-11-14 19:00:12
Disney Earnings, Disney 3.0, Streaming and Sports
2023-11-13 19:00:12
An Interview with Intel CEO Pat Gelsinger About Intel's Progress Towards Process Leadership
2023-11-09 20:15:59
Realtors Lose in Court, Zillow and Real Estate Aggregation, From Franchises to Businesses
2023-11-08 20:13:10
The OpenAI Keynote
2023-11-07 22:51:39
Apple Earnings, Shopify Earnings
2023-11-06 21:53:41
An Interview with Spike Eskin About Radio, Podcasts, and Internet Stars
2023-11-02 20:01:18
Attenuating Innovation (AI)
2023-11-01 21:58:49
Amazon Earnings, The Logistics Virtuous Cycle, Amazon Aggregator Ads
2023-10-31 20:54:18
Meta Earnings; Reels Reaches Revenue Neutral; The Temu and Shein Effect
2023-10-31 00:13:12
An Interview with Gregory Allen About the Updated China Chip Ban
2023-10-26 20:24:57
Google Earnings, Microsoft Earnings, AI Leverage
2023-10-25 19:53:29
ESPN Financials, NBA Spin, Jon Stewart vs. Apple
2023-10-24 21:45:59
Netflix Earnings, Netflix's Licensing Pitch, Netflix Gaming Revisited
2023-10-23 21:29:47
An Interview with Former TechCrunch Editor-in-Chief Matthew Panzarino About Covering Technology
2023-10-19 19:00:52
China Chips and Moore's Law
2023-10-18 23:18:14
Adobe Max, Figma and Firefly, The Icon of Transparency
2023-10-17 21:11:47
Unity CEO Out, Microsoft Owns Activision
2023-10-16 19:30:38
An Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising
2023-10-05 18:16:41
Spotify Subscription Audiobooks, Casual Fans and Bundles, Spotify's Goals
2023-10-04 21:03:28
Hollywood Writers End Strike, The Utah Jazz and Las Vegas Knights Go Direct
2023-10-03 18:20:45
AI and Ambient Computing, Zuckerberg and The Verge, Amazon and Anthropic
2023-10-02 20:57:46
AI, Hardware, and Virtual Reality
2023-09-29 02:12:01
FTC Sues Amazon, FBA and Prime, Pricing Punishment
2023-09-27 20:59:38
Sick Day
2023-09-26 19:04:14
Microsoft's AI Event, The New Microsoft, The Old Microsoft
2023-09-25 20:18:55
An Interview with Anduril Founder and CEO Brian Schimpf About Software and the Military
2023-09-21 17:44:34
Max Gets Sports, The Fox Linchpin, Disney's Taylor Swift Era Confirmed
2023-09-20 20:19:53
Instacart IPO, Instacart Conflict, Arm's IPO Pop
2023-09-19 21:12:55
Unity's Business Model Change, Unity's Strategy, Unity Leadership Questions
2023-09-18 21:19:24
An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
2023-09-14 18:24:40
Apple's iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
2023-09-13 20:08:32
Charter-Disney Winners and Losers
2023-09-12 20:07:01
The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions
2023-09-11 20:29:48
An Interview with Doug O'Laughlin and Dylan Patel about Semiconductors and AI
2023-09-07 17:54:20
Amazon and Shopify, Shopify and Its Merchants, The Payments Question
2023-09-06 22:14:54
The Rise and Fall of ESPN's Leverage
2023-09-05 22:42:02
An Interview with Lisa Ellis about Payments
2023-08-31 20:15:36
Google Cloud Next, The GCP-Nvidia Partnership, Kurian Explains the Deal
2023-08-30 21:32:45
ChatGPT Enterprise, Connectors and Small Businesses, Nvidia Competitors
2023-08-29 21:47:02
Nvidia On the Mountaintop
2023-08-29 00:30:50
An Interview with Daniel Gross and Nat Friedman about the AI Hype Cycle
2023-08-24 19:54:55
Arm's F-1, Arm's Risks, Arm's Price
2023-08-23 21:19:37
Microsoft, Activision, and Ubisoft(?!); The Activision Deal; Foolhardy Forecasting
2023-08-22 19:34:35
Adyen Earnings, Adyen's European Context, Adyen vs. Stripe
2023-08-21 20:59:55
An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift
2023-08-17 20:06:34
Disney Earnings, A Split Disney?, ESPN's Advertising
2023-08-16 20:45:10
Disney's Taylor Swift Era
2023-08-15 22:10:33
Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom's Terms-of-Service
2023-08-08 17:00:03
Amazon Earnings, Amazon and AI, Amazon's Improved Delivery
2023-08-07 17:00:06
Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers
2023-08-02 17:00:01
Personal Day, and Two Podcasts on Facebook
2023-08-01 17:00:47
Meta Earnings, AI in Meta's Business, Reality Labs Reality
2023-07-31 17:00:38
Microsoft Earnings, Google Earnings, Snap Earnings
2023-07-26 19:32:52
X, Musk's Motivation, Beats and Big Tech
2023-07-25 17:33:47
Netflix Earnings, Netflix's Coming Price Increases, Netflix and the Strike
2023-07-24 17:53:04
Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama's License
2023-07-19 17:05:47
Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)
2023-07-18 17:00:25
Hollywood on Strike
2023-07-17 17:00:07
Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale
2023-07-13 17:56:45
Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC's Failed Vendetta
2023-07-12 17:00:23
Threads and the Social/Communications Map
2023-07-11 18:44:04
An Interview with Marc Andreessen about AI and How You Change the World
2023-06-29 17:13:34
Starlink Solution, Starlink Experience, Starlink Implications
2023-06-28 17:01:06
Friction Follow-Up, Databricks Acquires MosaicML
2023-06-27 17:00:38
Amazon, Friction, and the FTC
2023-06-26 20:00:41
An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner
2023-06-22 17:00:43
EV Charging Standards, Tesla's Strategy, Tesla's Reward
2023-06-21 17:30:26
Podcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry
2023-06-20 19:00:20
An Interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey
2023-06-15 17:00:27
Reddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal
2023-06-14 17:00:56
FTC Sues to Block Activision Deal (Again), Global Companies vs. Regional Regulators, How Big is the Xbox Business?
2023-06-13 21:37:25
Reddit Revolt, Apollo and Reddit's Changes, Complement Complaints
2023-06-12 17:00:51
An Interview with Vercel Founder Guillermo Rauch
2023-06-08 19:00:16
Quest vs. Vision, Vision and the Mac, Apple Acquires Mira
2023-06-07 22:17:43
Apple Vision
2023-06-06 20:26:10
WWDC Preview, Meta's Quest 3 Announcement, AI and the World
2023-06-05 17:00:25
An Interview with DNVR Co-Founder Adam Mares About Building Local Internet Businesses
2023-06-01 19:46:25
Micron's China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally
2023-05-31 22:13:46
Nvidia Earnings, Jensen Huang's Defense, Training Versus Inference
2023-05-30 22:39:41
Nvidia Earnings, Jenson Huang's Defense, Training Versus Inference
2023-05-30 22:39:41
An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation
2023-05-25 20:30:28
Windows and the AI Platform Shift
2023-05-24 21:58:44
Meta's Low E.U. ARPU, The Supreme Court and Section 230
2023-05-23 19:23:51
EU Fines Meta, Big Tech Exposure, The Degradation of Scalability
2023-05-22 23:43:21
An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference
2023-05-19 14:44:07
Cord-Cutting and YouTube TV, Disney Earnings, Pay TV's Vision Cycles
2023-05-16 21:19:39
Google I/O and the Coming AI Battles
2023-05-15 18:08:26
An Interview with Qualcomm CEO Cristiano Amon
2023-05-11 17:32:56
[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta
2023-05-10 21:33:51
Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout
2023-05-09 22:20:01
Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime
2023-05-08 21:23:28
An Interview with Gregory C. Allen About China's Chip Ban Response
2023-05-04 20:01:07
Facebook Earnings, Generative AI and Messaging Monetization, Open Source and AI
2023-05-03 20:24:12
The Unified Content Business Model
2023-05-02 20:42:00
The Phoenix Suns Go Over-the-Air, Fans and Franchise Valuation, Attention and Customer Acquisition
2023-05-01 21:05:16
An Interview with Chip War Author Chris Miller
2023-04-27 20:04:38
UK Blocks Microsoft Activision Acquisition, Microsoft and Google Earnings
2023-04-26 21:51:06
Apple, Epic, and the Court of Appeals; Apple's Federal Victory; Epic's California Win
2023-04-25 21:46:40
BuzzFeed Shutters News, Startups and the R&D Tax Credit
2023-04-24 20:40:25
BuzzFeed Shutters News, Startups and the R&D Tax Credit
2023-04-24 20:40:25
An Interview with Replika Founder and CEO Eugenia Kuyda
2023-04-20 19:40:54
Netflix Earnings, Netflix's Movie Strategy, Accretive Ads
2023-04-19 21:35:16
Fair Use and Model Training, Getty Images vs. Stable Diffusion, Adobe's Regulatory Capture Bet
2023-04-18 21:05:54
AI, NIL, and Zero Trust Authenticity
2023-04-17 23:52:38
An Interview with Adobe Chief Strategy Officer Scott Belsky
2023-04-13 20:37:27
Artifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions
2023-04-12 21:03:07
Lyft's Founders Exit, Uber Driver Improvements, Wrong About Aggregation
2023-04-11 20:29:38
Substack Notes, Twitter Blocks Substack, Substack Versus Writers
2023-04-10 20:35:38
An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution
2023-03-30 19:34:37
Replit and Google, The Google Perspective, Twitter's Bad Idea
2023-03-29 20:41:09
[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs
2023-03-28 20:57:06
ChatGPT Gets a Computer
2023-03-27 23:02:58
An Interview with Nvidia CEO Jensen Huang About AI's iPhone Moment
2023-03-23 19:55:37
Nvidia GTC, DGX Cloud, Nvidia's Partners
2023-03-22 23:09:30
Apple and AI, Lobotomized Lovers, XR Companions
2023-03-21 20:41:32
Microsoft Office AI, Copilot and Tech's Two Philosophies, Business Chat and Appropriate Fear
2023-03-20 21:13:26
An Interview with The Ringer Founder and CEO Bill Simmons
2023-03-16 17:47:41
GPT-4, Google Adds AI to Productivity Apps, Local Language Models
2023-03-15 22:06:34
Spotify's New Home Page, Categorizing Advertising, Spotify's Competition for Discovery
2023-03-14 20:31:47
The End of Silicon Valley (Bank)
2023-03-13 20:01:50
An Interview with Deel Co-Founder and CEO Alex Bouaziz
2023-03-09 19:24:07
An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization?
2023-03-08 21:53:32
Shopify Earnings, Shopify Audiences, The Shop App
2023-03-07 21:32:34
Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU
2023-03-06 21:26:37
An Interview with John Kosner About the Past and Future of Sports in an Age of Abundance
2023-03-02 20:08:27
EU Narrows Apple Case, Snap's My AI
2023-03-01 21:06:47
What the NBA Can Learn From Formula 1
2023-03-01 00:47:54
An Interview with Kevin Systrom and Mike Krieger About Artifact
2023-02-23 20:27:54
Diamond Sports Misses Interest Payment, Bally's Dire Situation, Negotiating Bankruptcy
2023-02-22 20:14:17
Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls
2023-02-21 19:39:02
An Interview with Matthew Ball About Disney, Streaming, and the Metaverse
2023-02-16 20:07:15
From Bing to Sydney
2023-02-15 21:21:14
New Bing Errors, User Preferences and Company Reputations, Section 230 and LLMs
2023-02-14 20:53:44
The Google CEO Question, Steve Ballmer and Peacetime CEOs, About That Bard Mistake
2023-02-13 22:46:47
Google and Microsoft's Events, Monetizable Panic, Paradigms and Hardware
2023-02-09 19:59:00
New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership
2023-02-08 20:48:51
Google Earnings, YouTube's Aggregation Bid, YouTube Shorts Monetization
2023-02-07 21:10:20
The Four Horsemen of the Tech Recession
2023-02-06 22:16:08
An Interview with Eric Seufert About Meta's Earnings and the Google-DOJ Case
2023-02-02 21:10:02
Intel Pay-Cuts, and Revisiting the Dividend Question; Investor Honesty; AMD's Earnings
2023-02-01 21:08:49
Microsoft Earnings, Azure's Slowdown, Office Strikes Back
2023-01-31 20:57:57
Intel Earnings, Intel's Plunging Margin, The Dividend Question
2023-01-30 21:45:27
Stratechery Plus Adds Greatest Of All Talk
2023-01-28 01:27:51
An Interview with Michael Nathanson About Netflix and the Media Industry
2023-01-26 20:04:44
DOJ Sues Google, Google's Advertising Aggregation, No Duty to Deal
2023-01-25 23:07:21
Tech Layoffs, Big Tech's Hiring Rates, Microsoft's VR Layoffs
2023-01-24 21:20:53
Netflix's New Chapter
2023-01-23 22:54:53
An Interview with The Air Current's Jon Ostrower about Southwest's Meltdown and Independent Publishing
2023-01-19 17:13:45
Twitter Timelines, Azure and OpenAI, Apple and China
2023-01-18 21:03:59
TSMC Earnings, Geographic Flexibility, The 7nm Question
2023-01-17 23:04:41
Twitter Kills Third-Party Clients, Twitter's Tortured History With 3rd-Party Apps, The Twitter Files Business Model
2023-01-16 19:39:50
Meta's EU Fine; First-Party versus Third-Party Data, Redux; The EU's First Party Imposition
2023-01-11 16:00:11
More on Google and AI; OpenAI, Integration, and Microsoft
2023-01-10 16:44:23
AI and the Big Five
2023-01-09 20:46:21
An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI
2022-12-22 21:26:11
FTC Fines Epic, Netflix Ads, YouTube and the NFL
2022-12-21 20:35:39
The 2022 Stratechery Year in Review
2022-12-20 21:51:01
Twitter's Link Ban, Network Portability, China and the Trailing Edge
2022-12-19 20:00:31
An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban
2022-12-15 20:46:03
The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness
2022-12-14 22:03:21
Apple iCloud Encryption, CSAM Scanning and Convergent Encryption
2022-12-13 20:57:08
Consoles and Competition
2022-12-13 01:39:08
An Interview with Coinbase Founder and CEO Brian Armstrong about FTX and Crypto Realities
2022-12-08 18:36:23
TSMC in Arizona, Arizona Challenges, Realities and Motivations
2022-12-07 20:42:01
Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions
2022-12-06 21:00:23
AI Homework
2022-12-05 22:33:08
The NYT-SBF Interview, Sharp China on China Protests and the Path to Re-Opening
2022-12-01 19:00:59
Nvidia Earnings and Inventory, Nvidia and China, Nvidia and Public Clouds
2022-11-30 22:58:27
Musk vs. Apple; Advertising, App Store Review, and 30%; Google Headcount
2022-11-29 21:28:30
Disney Expectations, Twitter Expectations, Silicon Valley Expectations
2022-11-28 20:43:51
Happy Thanksgiving
2022-11-22 18:22:45
Bob Iger Back at Disney; Chapek's Tactics, Iger's Strategy; Tactics, Strategy, or Environment
2022-11-21 20:03:27
An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown
2022-11-17 20:29:24
Warner Bros. Discovery and the NBA, The Zaslav Doctrine
2022-11-16 20:07:12
The AI Moat Debate, Continued; Twitter's Regulatory Risks; Twitter and Advertisers, Continued
2022-11-15 20:06:39
Narratives
2022-11-14 22:36:17
An Interview with Midjourney Founder David Holz about Generative AI, VR, and Silicon Valley
2022-11-10 19:52:24
China Chip Ban Clarifications; Nvidia's A800; China, Intel, and Tower
2022-11-09 20:09:29
Spotify Earnings, Spotify Exclusives, Spotify vs. Apple
2022-11-08 20:47:25
Two Apple Items, Twitter Cash Flow, Twitter Versus Advertisers
2022-11-07 20:02:40
Stratechery Plus Adds Sharp China with Sinocism's Bill Bishop
2022-11-04 20:00:01
An Interview with Eugene Wei About Streaming and Social Media
2022-11-03 19:00:10
Musk's Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings
2022-11-02 20:45:30
Meta AI Infrastructure Spend, Microsoft and Amazon Earnings, Paying the Promise of Cloud Computing
2022-11-01 20:57:17
Meta Myths
2022-11-01 00:04:07
Announcement Post for Sharp China With Sinocism's Bill Bishop
2022-10-29 19:17:43
Announcing Sharp China With Sinocism's Bill Bishop
2022-10-28 18:40:05
An Interview with Dan Wang About the China Chip Ban
2022-10-27 18:20:47
Google Earnings, Gaming's Warning Light, Google's Costs
2022-10-26 20:26:04
Chips and China
2022-10-25 23:02:32
Snap Earnings, What Spiegel Wouldn't Say, Snap's Direct Sales Reset
2022-10-24 19:54:18
An Interview With Replit Founder Amjad Masad
2022-10-20 19:18:42
Netflix Earnings, Netflix Doubles Down, Netflix's Ad Tier
2022-10-19 20:03:14
Microsoft Full Circle
2022-10-18 20:20:09
More on the China Chip Ban, The AI Focus, Apple and YMTC
2022-10-17 20:56:22
Meta Meets Microsoft
2022-10-12 19:20:31
An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse
2022-10-12 19:01:46
The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not
2022-10-11 17:00:49
An Interview With Daniel Gross and Nat Friedman about the Democratization of AI
2022-10-06 18:55:50
Musk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin
2022-10-05 18:55:38
DALL-E Open to All, OpenAI and Openness, OpenAI Opportunities and Threats
2022-10-04 17:00:21
Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust
2022-10-03 20:10:50
An Interview With Instacart CEO Fidji Simo About Big Ambitions
2022-09-29 17:36:11
Spotify Audiobooks, Audiobook Business Models, Limitations and Skepticism
2022-09-28 20:19:45
Roblox Ads, Walmart Land, Internal Economies
2022-09-27 19:30:28
Nvidia In the Valley
2022-09-26 21:15:12
An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act
2022-09-25 19:15:22
An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud
2022-09-22 18:34:30
Launch Follow-Up, Figma Feedback, More on Antitrust and Acquisitions
2022-09-21 20:53:31
Sharp Tech and Stratechery Plus
2022-09-20 19:52:36
Adobe Acquires Figma, Figma's Disruption, The Figma OS
2022-09-19 19:18:27
An Interview With The Verge Editor-in-Chief Nilay Patel
2022-09-15 19:44:26
Instagram Reels Struggles, Meta's Mistake, TikTok at Code
2022-09-14 18:29:40
AI Bundling Follow-Up, iPhone Follow-Up
2022-09-13 19:56:47
The AI Unbundling
2022-09-12 21:35:36
The Services iPhone
2022-09-08 19:36:10
Shopify vs. Buy With Prime, Instagram Shopping, CUDA and China
2022-09-07 17:44:38
AI Chips and China, Geopolitical Considerations, Nvidia Considerations
2022-09-06 19:01:23
An Interview With Michael Mignano About Podcasts, Standards, and Recommendation Media
2022-09-01 17:46:30
Nvidia's Earnings, The Data Center and AI, Nvidia and the Enterprise
2022-08-31 18:17:27
Apple and Property Rights, On Google's Non-Response, The Facebook Oversight Board
2022-08-30 18:57:39
Rights, Laws, and Google
2022-08-29 21:45:39
The Twitter Whistleblower, mDAUs and Bots, Musk's Akorn Lifeline
2022-08-24 17:19:22
Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple's CSAM Controversey
2022-08-23 19:54:39
House of the Dragon and Creative Programming, The Big Ten's Deal, Disney's New Prices
2022-08-22 18:42:11
An Interview With Eric Seufert About the Future of Digital Advertising
2022-08-18 19:00:25
Three Trends Follow-Up, The Question of "Cool", TikTok and the Sinicization of the Internet
2022-08-17 18:00:40
Instagram, TikTok, and the Three Trends
2022-08-16 21:24:26
Apple and Facebook's Pre-ATT Negotiations, Timing and Documentation, ATT's Impact
2022-08-15 17:42:53
An Interview With The New York Times Company CEO Meredith Kopit Levien
2022-08-11 19:16:17
AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot
2022-08-10 21:39:02
Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge
2022-08-09 19:25:18
Personal Day
2022-08-08 20:15:05
Political Chips Follow-Up, Intel Earnings, SMIC at 7nm
2022-08-04 22:28:36
Political Chips
2022-08-03 22:24:08
Apple Earnings, Apple's New Advertising Slots, Amazon Earnings
2022-08-02 21:59:04
Meta Earnings, Reasons for Optimism, Meta Changes
2022-07-28 18:00:44
Google Earnings, YouTube Growth Strategies, Shopify Layoffs and Earnings
2022-07-27 23:19:23
Snap Earnings, Instagram Versus the Kardashians
2022-07-26 22:53:32
Amazon Acquires One Medical, One Medical Allure, Reasons for Skepticism
2022-07-25 23:30:34
Netflix Earnings, Microsoft and Netflix's Ad Deal
2022-07-20 22:54:15
CHIPS Act; America, China, and Intel; Micron and TSMC
2022-07-19 22:45:57
More on Unity and ironSource, Developer Discontent, Tactics and Execution
2022-07-18 22:11:27
Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up
2022-07-13 23:50:55
Big Ten Blame
2022-07-13 01:22:11
The Uber Files, Musk Tries to Dump Twitter, Musk and the Hero Paradox
2022-07-11 22:24:29
An Interview With The Metaverse Author Matthew Ball
2022-06-30 19:00:16
Passport Update, Independence and Interoperability, Web3 Use Cases
2022-06-29 21:36:29
Aggregation Follow-up, Netflix's Ad Partners
2022-06-28 17:00:29
Spotify, Netflix, and Aggregation
2022-06-27 23:37:39
An Interview With Brex Co-Founder and Co-CEO Pedro Franceschi
2022-06-23 16:49:02
Spotify's Investor Day, Spotify's Music Aggregation, Podcast Anecdata
2022-06-22 21:39:59
Data and Definitions
2022-06-21 23:31:43
An Interview with Okta CEO Todd McKinnon About Security in Supply Chains
2022-06-16 17:00:01
MLS on Apple TV, The MLS Perspective, The Apple Perspective
2022-06-15 22:37:19
NESN 360, NESN and vMVPDs, Cable and the User Experience
2022-06-14 22:38:42
Zero-COVID and Free Speech
2022-06-13 17:39:07
An Interview With Babylist Founder and CEO Natalie Gordon
2022-06-09 15:32:58
More on CarPlay, Car Makers and Phone Carriers, TSMC's Annual Meeting
2022-06-08 17:33:22
Apple WWDC, M2, Additional Notes
2022-06-07 16:00:17
Airbnb Categories; V1, V2, and Categories; AirCover for Guests
2022-06-06 16:31:31
An Interview with Michael Nathanson About Streaming and Digital Advertising
2022-06-02 17:00:55
Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
2022-06-01 17:37:50
Thin Platforms
2022-05-31 23:31:43
Niantic Lightship, An Interview with Niantic Founder John Hanke
2022-05-26 20:12:18
Microsoft Build, Thick Versus Thin, AI Platforms
2022-05-25 21:40:10
Snap Revenue Warning, Snap's Direct Response Bifurcation, Broader Takeaways
2022-05-24 21:05:40
Warner Bros. Discovery
2022-05-23 19:44:25
An Interview with Eric Seufert About the Post-ATT Landscape
2022-05-19 18:02:10
Disney Earnings, Disney and Linear TV, Disney+ Ads
2022-05-18 21:26:05
Musk, Twitter, and Bots; Bot Experience; Bot Science
2022-05-17 19:21:35
Google I/O; "Near Me", Competition, and Innovation; Pixel and Fitbit
2022-05-16 18:08:02
An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra
2022-05-12 19:37:15
Shopify Follow-up, Shopify Audiences, Unity Earnings
2022-05-11 20:42:48
Cable's Last Laugh
2022-05-10 22:42:51
Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
2022-05-09 21:32:55
An Interview with "Father of the iPod" Tony Fadell
2022-05-05 19:19:15
AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production
2022-05-04 21:44:12
Amazon Earnings, Amazon's Costs, Amazon Closes Stores
2022-05-03 21:41:58
Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
2022-05-03 00:30:21
Meta Earnings, Meta Spending, AI Costs and Moats
2022-04-28 21:17:12
Twitter Follow-Up, Google Earnings, ATT and Google
2022-04-27 19:52:08
Elon Musk Buys Twitter, Musk's Financing, The Status Quo and Future Variance
2022-04-26 20:33:49
Beyond Aggregation: Amazon as a Service
2022-04-25 22:29:00
An Interview with Ramp Founder Eric Glyman
2022-04-21 19:25:49
Netflix Earnings, Netflix's Struggling Growth Drivers, Netflix to Explore Advertising
2022-04-20 20:53:17
What About Bluesky?, Moderation and Control, What's Next for Twitter
2022-04-19 20:36:37
Back to the Future of Twitter
2022-04-18 23:21:03
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
2022-04-14 19:37:44
Meta's Chip Decision, Horizon World's Platform Fees, Meta's Missing Metaverse Strategy
2022-04-13 20:57:02
DALL-E, the Metaverse, and Zero Marginal Content
2022-04-12 22:46:46
Musk Declines Twitter Board Seat, Twitter's Poison Pill, The New York Times' Twitter Reset
2022-04-11 19:19:51
An Interview with Dan Wang about COVID, Chinese Manufacturing, and China's Response to Ukraine
2022-04-07 20:00:51
Elon Musk Joins Twitter's Board, Gogoro SPAC
2022-04-06 19:08:10
Why Netflix Should Not Sell Ads, Elon Musk and Twitter
2022-04-05 20:46:01
Why Netflix Should Sell Ads
2022-04-04 22:26:44
Law Enforcement and User Data, Tradeoffs and Trust, Centralization and Encryption
2022-03-31 21:06:14
The Digital Markets Act, The DMA and Advertising, Messaging Interoperability
2022-03-30 21:05:21
Google's Spotify Deal, The Ideal App Store Approach, Spotify's South Korea Option
2022-03-29 19:12:40
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
2022-03-28 17:00:57
The Current Thing
2022-03-17 20:40:00
iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
2022-03-16 16:53:45
More on Substack, Faceless Publishers and ATT, Apple's ATT Deliberations
2022-03-15 21:23:28
Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
2022-03-14 18:15:30
An Update on the Founder Series, Shopify Partners With Shippo, An Interview With Shippo Founder Laura Behrens Wu
2022-03-10 21:18:25
Apple's Silicon Event, Scaling the M Series, UltraFusion and Integration
2022-03-09 21:47:11
Tech and War
2022-03-08 00:06:42
An Interview With Rippling Founder Parker Conrad
2022-03-03 21:08:02
Amazon Launches Luna, Apple and Russia
2022-03-02 21:29:38
Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
2022-03-01 21:30:45
Russia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up
2022-02-28 20:45:56
An Interview with Intel CEO Pat Gelsinger
2022-02-24 19:05:38
Shopify's Evolution Follow-up, Spotify Acquires Chartable and Podsights
2022-02-23 21:45:05
Shopify's Evolution
2022-02-22 23:58:40
Google Privacy Sandbox, SDK Runtimes, On-Device Targeting
2022-02-21 21:44:41
Roblox Earnings, An Interview with Roblox CEO David Baszucki
2022-02-17 19:47:56
Akamai Buys Linode, Akamai's Strategy, Cloudflare and Disruption
2022-02-16 22:11:36
Peloton's Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V)
2022-02-15 21:11:30
Peloton Changes CEO, The Pandemic Stocks, Peloton's Options
2022-02-14 22:07:00
The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
2022-02-10 20:24:24
Digital Advertising Follow-up, Spotify-Rogan Follow-up
2022-02-09 22:02:42
Digital Advertising in 2022
2022-02-08 22:11:41
Spotify and Joe Rogan, Culture and Principles, Music Versus Podcasts and the Long Run
2022-02-07 21:04:50
Meta's Earnings, Facebook's Three Challenges, Financial Versus Existential Risks
2022-02-03 21:39:15
Apple Earnings, AMD Earnings, Google Earnings
2022-02-02 22:14:58
Gaming the Smiling Curve
2022-02-01 20:45:53
Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
2022-01-27 19:46:35
Microsoft Earnings, Microsoft Advertising, The Deflating Balloon
2022-01-26 20:29:00
[FREE] Netflix Follow-Up, The Senate Tech Bill
2022-01-25 21:41:27
Netflix Earnings, The Competition Question, Netflix's Long-Term Value
2022-01-24 21:32:50
Mr. CISC vs. Mr. RISC, ARM and AMD Threats, Gelsinger's Three Tenets
2022-01-20 18:43:08
Microsoft Acquires Activision Blizzard, Notes on the Acquisition, An Interview With Microsoft Gaming CEO Phil Spencer
2022-01-19 20:15:36
The Intel Split
2022-01-18 22:13:49
Where Are Hit Podcasts?, Spotify and Podcast Aggregation, Protesting Rogan
2022-01-13 20:59:06
Follow-up: Zynga, NYT All Access, The Athletic, Facebook Antitrust, and Apple in South Korea
2022-01-12 20:00:52
Take-Two Acquires Zynga, The New York Times Buys The Athletic
2022-01-11 21:05:47
NPM Sabotage, Convenience Matters, Moxie Marlinspike on Web3
2022-01-10 20:40:16