Investment in R&D. Zero transactions. Shares of Twitter closed down 2. Thursday, April 20, 2023. The iPhone is a sustaining technology relative to Nokia. In the lingo, this imaginary place is known as the Metaverse. PCs became “good enough”, elongating the upgrade cycle. The Department of Justice’s 1998 complaint against Microsoft accused the company of, amongst other things, tying the Internet Explorer browser to the Windows operating system: Internet browsers are separate products competing in a separate product market from PC operating systems, and it is efficient to supply the two products. The second biggest topic was a Stratechery staple: the evolving content landscape; 2023 was particularly notable, though, for the dramatic shifts that are hitting. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Stratechery, as Ben puts it, started as some guy in Taiwan with no access. Aggregation Theory describes how platforms (i. Ten years ago ( from last Saturday) I launched Stratechery with an image of sailboats: A simple image. This was originally sent as a subscriber-only Update. Just look at the title: The misplaced optimism is twofold: first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to. Stratechery now also supports Dithering, a new podcast from Ben Thompson and John Gruber. com, is hosted by Ben Thompson and James Allworth. Back in 2004 a lot of the pieces that were necessary to run an e-commerce site existed, albeit in rudimentary and hard-to-use forms. Dec 20, 2022 · The 2022 Stratechery Year in Review. At first glance, this might seem like a bit of a surprise; after all, Stratechery is well known for describing Aggregation Theory, which is predicated on controlling demand. Yesterday Google ordered its entire North American staff to work from home as part of an effort to limit the spread of SARS-CoV-2, the virus that leads to COVID-19. Tuesday, July 21, 2015. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Apple Vision. Zero transactions. The 2020 Stratechery Year in Review. Dec 20, 2022 · The 2022 Stratechery Year in Review. Feb 15, 2023 · From Bing to Sydney. The first American automobile maker, Duryea Motor Wagon Company, was founded in 1895; 34 more auto-makers would be founded in the U. He shares. The Information reported over the weekend that Netflix executives have told employees to keep an eye on the bottom line: In two separate meetings over the past few weeks, Netflix executives cautioned employees to be more mindful about spending and hiring, according to three people familiar. Ted Mabrey: Thanks for having us. When I first went independent with Stratechery, I had a plan to make money on the side with speaking, consulting, etc. Google’s True Moonshot. First, Sony owns the developers who make the most compelling exclusives for its consoles; they can’t simply up-and-leave like the Gang of Four. Then, why the Vision Pro probably cannot replace the Mac, and revisiting AR in the light of Apple's most recent acquisition. Tuesday, July 21, 2015. I thought of the latter at the conclusion of last Sunday’s 60 Minutes report on Google:. It seems clear to me that this is a new epoch in technology. com or that you receive via email, but now you can listen to it in your favorite podcast player. More on AWS:reInvent, as the day's second keynote focused primarily on AI. Stratechery now also supports Dithering, a new podcast from Ben Thompson and John Gruber. This is probably the point where my statement in the beginning, that all of these myths have a bit of truth to them that makes them believable, is the most important: a good chunk of Meta’s drawdown is justified, and the reason is Apple’s App Tracking Transparency (ATT) policy. It seems clear to me that this is a new epoch in technology. It really is one of the best product names in Apple history: Vision is a description of a product, it is an aspiration for a use case, and it is a critique on the sort of society we are building, behind Apple’s leadership more than anyone else. Twitter’s Reality. One of the technology industry’s biggest and most important IPOs occurred late last month, with a valuation of $25. The latest article analyzes the recent news of OpenAI's misalignment with Microsoft and its gain of OpenAI's IP and talent. Stuck with nothing to do on the weekends in particular I decided to watch the Australian Grand Prix. The degree to which Stratechery Weekly Articles are pre-planned varies; Eddy on Twitter, though, had this article pegged: yeah or Roblox. An Interview with Intel CEO Pat Gelsinger. There were also big stories about the tech industry itself, from a bank failure to board room drama. Both stocks are down in the face of a PC slump, but that is. The “tax” analogy extends beyond Prime; for example, Amazon is taking a portion of these 3rd-party sales, and a greater portion of revenue from goods they sell directly. Ben Thompson is the author of Stratechery, a blog about the business and strategy of technology. Good morning, Today’s Stratechery Interview is with Intel CEO Pat Gelsinger. Sep 12, 2022 · The AI Unbundling. Dorsey, 45, was serving as both the CEO of Twitter and. Monday, October 23, 2023. Ben Thompson, the business and technology writer whose successful newsletter served as the inspiration for Substack, built his own infrastructure cobbling together several services; my former colleague Dan Frommer does the same thing for his New Consumer newsletter. Monday, December 18, 2023. He shares. Yesterday started with a truly remarkable piece of TV broadcasting: Tiger Woods capped an incredible comeback from personal (self-inflicted) turmoil and physical injury with his first major championship win in twelve years at The Masters: The moment was incredible on its own; that the CBS announcers saw fit to. Facebook; Twitter;. This Daily Update Interview is also available as a podcast. Business schools suggest that with the right frameworks, an executive can understand how to manage all kinds of problems: what happens, though, when many of the inputs to those frameworks are zero? Zero distribution costs. The Great Bifurcation. The first and most important takeaway from Kashmir Hill’s excellent article in the New York Times about Mark, the man flagged by Google as a purveyor of Child Sexual Abuse Material (CSAM) for taking pictures of his son’s penis and sending them to their family doctor, and who subsequently. Stratechery by Ben Thompson is a blog that covers topics such as AI, innovation, media, and business. $345 million. Listen to Stratechery on Spotify. Wednesday, April 19, 2017. At first glance, the proposed (and now-withdrawn) acquisition of Harry’s Razors by Edgewell Personal Care Co. Two boats, and a big ocean. First, while I presume it goes without saying, I condemn Russia’s invasion of Ukraine in the. Banks are, at their core, facilitators: depositors lend their money to a bank, for which they are paid interest, and banks lend that money out, again for interest. The 2020 Stratechery Year in Review. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. If the famous Jim Barksdale quote is to be believed — the one about there only being two ways to make money in business, bundling and unbundling — then I am long past due for a follow-up to 2017’s The Great Unbundling. More importantly, they still dominate the most effective and lucrative type of Internet. Aggregation Theory July 21, 2015. Political Chips. The reasoning is straightforward: 30% is a lot to pay to Apple, and now Amazon doesn’t need to. Ben Thompson is an American business, technology, and media analyst, who is based in Taiwan. What matters most in the decision, though, is tying. And while I’m here, it’s possible that UFOs exist. I have never seen anything like the phenomenon around this concert tour, and I have been alive for all the concert tours since the mid-70sfrom a cultural standpoint, from a multi. 6 billion dollars. It really is one of the best product names in Apple history: Vision is a description of a product, it is an aspiration for a use case, and it is a critique on the sort of society we are building, behind Apple’s leadership more than anyone else. Thursday, December 3, 2020. The details of Krzanich’s departure, though, ultimately don’t matter: his tenure was an abject failure, the extent of which is only now coming into view. The 2020 Stratechery Year in Review. My first job was as a paper boy: The job was remarkably analog: a bundle of newspapers would be dropped off at my house, I would wrap them in rubber-bands (or plastic bags if it were raining), load them up in a canvas sack, and set off on my bike; once a month my parents would drive me around to. Tuesday, May 9, 2017. in the following five years. When I first went independent with Stratechery, I had a plan to make money on the side with speaking, consulting, etc. Other news, though, is shocking and surprising, and Google’s February keynote in Paris — which. 0 out of 5. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. The Changing — and Unchanging — Structure of TV. Two of the more famous military sayings are “Generals are always preparing to fight the last war”, and “Never interrupt your enemy while he is making a mistake. This is a three-step process. Ben Thompson, the business and technology writer whose successful newsletter served as the inspiration for Substack, built his own infrastructure cobbling together several services; my former colleague Dan Frommer does the same thing for his New Consumer newsletter. Felix Salmon asked a question on Twitter: While Salmon’s question was driven by the news that AT&T would spin out WarnerMedia and merge it with Discovery, under Discovery’s management, it was also prescient given a report in The Information a few hours later that Amazon is considering. The second biggest topic was a Stratechery staple: the evolving content landscape; 2023 was particularly notable, though, for the dramatic shifts that are hitting. Over the last week, as the idea of banning TikTok in the U. The biggest story in tech not just this year but, I would argue, since the advent of mobile and cloud computing, was the emergence. Both stocks are down in the face of a PC slump, but that is. Stratechery is a blog by Ben Thompson that covers the business, strategy, and impact of technology, with a focus on AI, software, and digital media. Scott Belsky, welcome to Stratechery. Apple Vision. In other words, Apple is leaping ahead on the sustaining curve [by building a better phone]. Twitter has, over 19 different funding rounds (including pre-IPO, IPO, and post-IPO), raised $4. It’s always a risk writing about a deal before it is official: CNBC reported a month ago that Disney was in talks to acquire many of 21st Century Fox’s assets, including its eponymous movie studio, TV production company, cable channels, and international assets (but not the Fox broadcast. This gives Stripe’s platform users powerful APIs to embed financial. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Scott Belsky, welcome to Stratechery. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google I/O, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apple's iOS introductions at WWDC). Feb 6, 2023 · The End of Zero Interest Rates. Strength: The App Store. Smartphones first addressed needs the PC couldn’t, then over time started taking over PC functionality directly. Feb 8, 2022 · We believe the impact of iOS overall as a headwind on our business in 2022 is on the order of $10 billion, so it’s a pretty significant headwind for our business. To receive it in your podcast player, visit Stratechery. Drake and The Weeknd collaborated on a new song and I am told it is a banger: This video blew up on social media the day after Drake declared. It covers the strategy and business side of technology and media, and the impact of technology on society, with free and paid articles and updates. Thus we have arrived at a conundrum for open source companies: MongoDB leveraged open source to gain mindshare. Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg , Jensen Huang , and Satya Nadella ; the Founder Series with private company founders like Parker Conrad , Laura Behrens Wu , and Shishir Mehrotra ; and discussions with fellow. The AI Unbundling. Wednesday, June 7, 2023. He is the author of Stratechery, a subscription-based newsletter /podcast. Monday, November 14, 2022. It’s Time to Split Up Microsoft. The critical breakthrough was three-fold, and, as is so often the case, the three breakthroughs were really about the same existential. There were also big stories about the tech industry itself, from a bank failure to board room drama. Over the last week, as the idea of banning TikTok in the U. The TikTok War. In the lingo, this imaginary place is known as the Metaverse. Over the last week, as the idea of banning TikTok in the U. Good morning, From TechCrunch: Artifact, the personalized news reader built by Instagram’s co-founders, is now open to the public, no sign-up required. This was originally sent as a subscriber-only Update. Wednesday, February 15, 2023. [1] He is also the co-host of Exponent with James Allworth and Dithering with John Gruber, all podcasts focused on the same themes. Dec 5, 2022 · This is a three-step process. To receive it in your podcast player, visit Stratechery. An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco. Subscribe for $120/year. However, if the user tries to manage their. Other news, though, is shocking and surprising, and Google’s February keynote in Paris — which. The simplified story of Netflix’s founding starts with Reed Hastings grumbling over a $40 late charge from Blockbuster, and ends with the brick-and-mortar giant going bankrupt as customers came to prefer online rentals from Netflix, with streaming providing the final coup de grâce. Stratechery now also supports Dithering, a new podcast from Ben Thompson and John Gruber. ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat. This was originally published as a Stratechery Update. Senator Warren’s second mistake is a misstating of why large tech companies are dominant. It covers the strategy and business side of technology and media, and the impact of technology on society, with free and paid articles and updates. Stratechery now also supports Dithering, a new podcast from Ben Thompson and John Gruber. Second, the costs of developing modern games has grown so high that any 3rd-party developer has no choice but to develop for all relevant consoles. Ben Thompson is an American business, technology, and media analyst, who is based in Taiwan. DALL-E 2 can also realistically edit and re-touch photos. Mar 13, 2020 · Stratechery is a blog and podcast platform by Ben Thompson, a technology analyst and investor. Today Stripe is announcing Stripe Treasury; from the company’s press release: Stripe, the technology company building economic infrastructure for the Internet, today announced that it is launching Stripe Treasury. Shopify’s Evolution. Stratechery founder Ben Thompson. Sure, the news is unexpected, but it makes sense if you think about it. Monday, July 21, 2014. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Monday, September 12, 2022. Adobe's acquisition of Figma is about the long-term shift in the design value chain; it paid so much because there was no other reason for Figma to sell. The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way. And Jessica Lessin, the CEO of the Information, told me on. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Hey, Ben. A blog post that analyzes Microsoft's strategy and vision under CEO Satya Nadella, who has moved the company away from a focus on Windows and devices to a focus on cloud, services, and partnerships. This is probably the point where my statement in the beginning, that all of these myths have a bit of truth to them that makes them believable, is the most important: a good chunk of Meta’s drawdown is justified, and the reason is Apple’s App Tracking Transparency (ATT) policy. He shares his insights on topics such as AI, innovation, markets, and politics, with examples from his own experience and interviews with experts. Last week Brian Krzanich resigned as the CEO of Intel after violating the company’s non-fraternization policy. Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses. $345 million. Copy the URL of the podcast feed into the podcatcher. Ted Mabrey: Thanks for having us. Jun 6, 2023 · Apple Vision. Why Netflix Should Sell Ads. Disney and Fox. Monday, May 15, 2023. The Great Bifurcation. Defining Aggregators September 26, 2017. Stratechery | 8,098 followers on LinkedIn. It is certainly possible that, as per recent speculation, Facebook CEO Mark Zuckerberg is preparing to run for President. Investment in R&D. Netflix's earnings seemed targeted at other Hollywood Studios losing money on streaming; then, why gaming isn't a completely terrible idea (and how it works in the App Store) Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Indeed, that really is the real name for the “Unified Content Model”: everything, in the end, is on its way to freemium. James Allworth is the co-author with Clay Christensen of How Will You Measure Your Life and a writer for the Harvard Business Review. The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit company organized the wrong way. Stratechery now also supports Dithering, a new podcast from Ben Thompson and John Gruber. Intel Unleashed, Gelsinger on Intel, IDM 2. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. 6 billion, and certainly a lot more than Amazon, which finished its first day on the public markets with a valuation of $438 million. In Europe the first three estates are a reference to how society was organized throughout the Middle Ages: the First Estate was the church, the second was the nobility, and the third were the commoners. The Stratechery Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Ben Thompson, a smart analyst and thinker on media and technology, self-published his Stratechery blog and newsletter from Taiwan, where he lives. Here is the punchline: the Metaverse already exists, it just happens to be called the Internet. In the lingo, this imaginary place is known as the Metaverse. The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship. Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg , Jensen Huang , and Satya Nadella ; the Founder Series with private company founders like Parker Conrad , Laura Behrens Wu , and Shishir Mehrotra ; and discussions with fellow. Amazon’s New Customer. Other news, though, is shocking and surprising, and Google’s February keynote in Paris — which. If you enjoy Stratechery Articles you will love the Stratechery Update. Today, Stratechery is a powerhouse shaping the thoughts and conversation of the entire technology industry around the world at the highest levels. It follows, then, that debates around companies like Google that use the word “platform. At the time we discussed Intel’s ambitious IDM 2. The story of Windows’ decline is relatively straightforward and a classic case of disruption: The Internet dramatically reduced application lock-in. Opendoor is very much in the middle of testing the thesis that homebuying can survive a market downturn. Ben Thompson is an American business, technology, and media analyst, who is based in Taiwan. It is a remarkable turnaround, and, thanks to the fact that I started Stratechery just months before the exit of former CEO Steve Ballmer, it is one that I have been able to document stage-by-stage. Feb 23, 2023 · Thursday, February 23, 2023. $345 million. The End of Zero Interest Rates. Tuesday, December 20, 2022. Stratechery is a website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. This is probably the point where my statement in the beginning, that all of these myths have a bit of truth to them that makes them believable, is the most important: a good chunk of Meta’s drawdown is justified, and the reason is Apple’s App Tracking Transparency (ATT) policy. Why Netflix Should Sell Ads. Wednesday, March 8, 2023. Tuesday, June 16, 2020. The human then chooses an option, edits it, and adds any touches they like. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society. Gaming and the Smiling Curve. Neither are quite right. Attenuating Innovation (AI) Wednesday, November 1, 2023. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic. Two boats, and a big ocean. Podcasts, Analytics, and Centralization. The third horse was black: And when he had opened the third seal, I heard the third beast say, Come and see. Strength: The App Store. The goal of this Article is to explore what those implications might be. Cloudflare is ready to launch a new cloud object storage service that promises to be cheaper than the established alternatives, a step the company believes will catapult it into direct competition with AWS and other cloud providers. The website offers a series of concepts that help readers understand the key ideas and trends in various fields of business and technology, such as aggregation theory, incentives, media, and more. Good morning, Today’s Stratechery Interview is with Intel CEO Pat Gelsinger. Anti-Monopoly vs. During that time the company has held 33 earnings calls; the company reported a. One of the most amazing things about the Internet is how it provides a level playing field for everyone: this post that you are reading was written by a single person, and it is just as accessible as an article written by the New York Times, or a proclamation issued by the President of the United. This Daily Update Interview is also available as a podcast. Moreover, I can’t imagine ever not paying — Stratechery LLC is already tied into 4 other companies, and that number will only. Weekly Articles are. In December 2016, when then-President-elect Donald Trump summoned tech leaders to Trump Tower for a roundtable discussion, there was considerable debate about whether or not executives like Amazon’s Jeff Bezos, Google’s Larry Page, Apple’s Tim Cook, and Microsoft’s Satya. Monday, June 19, 2017. That, though, is where the Anchor acquisition comes in: Anchor is a service for easily. excluding pre-IPO losses). These five bits of news are presented in roughly the order they matter; Uber and Google matter most of all. Delete the podcast from the iPod the next time you synced. This is ultimately the most important distinction between platforms and Aggregators: platforms are powerful because they facilitate a relationship between 3rd-party suppliers and end users; Aggregators, on the other hand, intermediate and control it. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google I/O, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apple’s iOS introductions at WWDC). If you already have a subscription, sign in. Smartphones first addressed needs the PC couldn’t, then over time started taking over PC functionality directly. Nvidia’s stock, already the top performer in the S&P 500 this year, rose 7. The degree to which Stratechery Weekly Articles are pre-planned varies; Eddy on Twitter, though, had this article pegged: yeah or Roblox. I couldn’t resist. May 15, 2023 · Google I/O and the Coming AI Battles. The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship. This Daily Update Interview is also available as a podcast. One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic. Stratechery now also supports Dithering, a new podcast from Ben Thompson and John Gruber. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. What differentiated Instagram was the product of its initial evolution — the network — and adding a new format to that network was, broadly speaking, no different than adding an algorithmic feed. In the month since I wrote The Anti-Amazon Alliance, there has been two significant announcements from two of the principals in that alliance: Shopify announced the Shop app. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Intel, despite investing the most (and having contributed a big chunk of the underlying technology), was convinced it could stick with immersion lithography as it transitioned first to 10-nanometer and then 7-nanometer chips. Two boats, and a big ocean. Wednesday, August 3, 2022. The post covers topics such as Office 365, Azure, Teams, Meta, and the Metaverse, and how they fit into Microsoft's new reality. Tuesday, July 21, 2015. Alexa: Amazon’s Operating System. Monday, July 21, 2014. Monday, November 23, 2020. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. And, of course, massive losses despite. brazzers free porn movies, nekopara sex scenes
More importantly, they still dominate the most effective and lucrative type of Internet. . Stratechery
If the famous Jim Barksdale quote is to be believed — the one about there only being two ways to make money in business, bundling and unbundling — then I am long past due for a follow-up to 2017’s The Great Unbundling. From CNBC: Twitter CEO Jack Dorsey is stepping down as chief of the social media company, effective immediately. Sep 26, 2022 · Monday, September 26, 2022. Stratechery is innocently built on his website as the business strategy and impact of technology. 0, despite its economic logic predicated on the technology undergirding the Internet, is not the end-state. He is the author of Stratechery, a subscription-based newsletter /podcast featuring commentary on tech and media news. He is the author of Stratechery, a subscription-based newsletter /podcast featuring commentary on tech and media news. As chips shrank and software flew to the cloud, venture capital kept operating on the business equivalent of floppy disks. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. It offers weekly articles for free, while daily updates are for subscribers only, and is recommended by The New York Times as “one of the most interesting sources of analysis on any subject”. Over the last week, as the idea of banning TikTok in the U. In the case of Amazon that has meant controlling the website where customers order goods — Amazon. Never-Ending Niches. excluding pre-IPO losses). Content from Stratechery, via podcast or RSS. Aggregation Theory is a completely new way to understand business in the Internet age. Stratechery is innocently built on his website as the business strategy and impact of technology. Hiro spends a lot of time in the Metaverse. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. $1 billion. 5 billion, far ahead of Wall Street forecasts in a FactSet survey. Feb 22, 2022 · Shopify’s Evolution. $12 per month or $120 per year. There is, though, a common thread: digital. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. The podcasts cover topics such as India, TikTok, speech, systems, openness, Spotify, and more. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. Trump and Twitter. Stratechery is a blog by Ben Thompson, a technology analyst and commentator, that covers the business, strategy, and impact of technology. Nov 14, 2022 · Monday, November 14, 2022. Two boats, and a big ocean. Thursday, November 16, 2023. Find ratings and reviews for the newest movie and TV shows. This weekend the easy way seemed within reach: I watched Meta’s Connect Keynote (I had early access in order to prepare for an interview with Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella) and was, like. $345 million. Operating systems have a special allure to. Tuesday, July 21, 2015. My first job was as a paper boy: The job was remarkably analog: a bundle of newspapers would be dropped off at my house, I would wrap them in rubber-bands (or plastic bags if it were raining), load them up in a canvas sack, and set off on my bike; once a month my parents would drive me around to. Albert Tucker, who formalized the game and gave it its name in 1950, described it as such: Two members of a criminal gang are arrested and imprisoned. Disney and the Future of TV. Wednesday, May 23, 2018. Sep 12, 2022 · The AI Unbundling. The content is the exact same as the Daily Update on Stratechery. Back to the Future. com, charts the popularity of the cameras used by its membership. Thus we have arrived at a conundrum for open source companies: MongoDB leveraged open source to gain mindshare. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. This is a three-step process. Feb 8, 2022 · We believe the impact of iOS overall as a headwind on our business in 2022 is on the order of $10 billion, so it’s a pretty significant headwind for our business. $345 million. Copy over the audio file from the podcatcher into iTunes. The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. In the lingo, this imaginary place is known as the Metaverse. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Shopify’s Evolution. The reasoning is straightforward: 30% is a lot to pay to Apple, and now Amazon doesn’t need to. Then, why the Vision Pro probably cannot replace the Mac, and revisiting AR in the light of Apple's most recent acquisition. Stratechery is a blog by Ben Thompson that covers the business, strategy, and impact of technology, with a focus on AI, software, and digital media. Stratechery by Ben Thompson is a website that explores the interplay between business and technology, covering topics such as strategy, innovation, disruption, and evolution. The shamelessness was breathtaking. By the 1700s those estates, at least in England, had become branches of government: the King (the First Estate. Tuesday, August 20, 2019. has shifted from a fringe idea to a seeming inevitability (thanks in no small part to India’s decision to do just that ), those opposed to the idea and those in support seem to be talking past each other. Stratechery | 9,578 followers on LinkedIn. From CNBC: Twitter CEO Jack Dorsey is stepping down as chief of the social media company, effective immediately. Regretful Accelerationism. The on-again/off-again rumor mill about Apple’s TV efforts is spinning again, thanks to a new report in the Wall Street Journal that Apple Plans Web TV Service in Fall: The technology giant is in talks with programmers to offer a slimmed-down bundle of TV. Here is the punchline: the Metaverse already exists, it just happens to be called the Internet. This week, when the U. I also launched Passport, the new back-end for Stratechery and Dithering, the twice-a-week for-pay podcast I host with John Gruber; Passport remains under development, so stay tuned for updates in 2022. Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question. The Internet has no cap to concurrent users, while also providing each user. Publié le 21 déc. The Internet is synchronous and live. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society. Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses. 6 billion, and certainly a lot more than Amazon, which finished its first day on the public markets with a valuation of $438 million. Dec 9, 2022 · 198 episodes. The service will be called R2 — “one less than S3,” quipped Cloudflare CEO. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Tuesday, June 9, 2020. Second, Twitter’s social graph is extremely valuable. I am speaking, of course, about Apple’s new mixed reality. for $5. The first American automobile maker, Duryea Motor Wagon Company, was founded in 1895; 34 more auto-makers would be founded in the U. Then, an explosion: an incredible 233 additional automobile makers were founded in the first decade of the 20th century, and a further 168 between 1910 and. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Cloudflare’s Disruption. Six years ago tomorrow, in The Reality of Missing Out, I wrote that the digital advertising market was settled, and Google and Facebook won:. In this program we seek to explore the massive effect technology is having not just on technology companies, but also on society as a whole. A blog post that analyzes Microsoft's strategy and vision under CEO Satya Nadella, who has moved the company away from a focus on Windows and devices to a focus on cloud, services, and partnerships. Earnings and revenue may have missed analysts’ expectations ($6. I wrote a follow-up to this Article in this Daily Update. Founded in 2013, Ben Thompson's $120-a-year Stratechery newsletter is beloved by tech executives and venture capitalists in Silicon. Now you could access “Moments”, to use Systrom’s parlance, in what was frankly a better format. This sounds hyperbolic, but I feel like I had the most surprising and mind-blowing computer experience of my life today. Copy the URL of the podcast feed into the podcatcher. They are also a big moneymaker: Apple has been pushing the narrative on Wall Street that it is a services company, fueled by the $30 billion the company has. The service will be called R2 — “one less than S3,” quipped Cloudflare CEO. From CNBC: Twitter CEO Jack Dorsey is stepping down as chief of the social media company, effective immediately. Stratechery is a website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. First, a human has a creative impulse, and gives the AI a prompt. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. DALL-E was created by training a neural network on images and their text descriptions. The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit company organized the wrong way. 1 hour ago · Thursday, December 21, 2023 It has been over a decade of Stratechery; this is the 11th Year in Review I have published. Tuesday, June 16, 2020. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google I/O, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apple's iOS introductions at WWDC). It beats the shit out of the U-Stor-It. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Monday, March 27, 2023. Ben Thompson, a smart analyst and thinker on media and technology, self-published his Stratechery blog and newsletter from Taiwan, where he lives. Both showed how narratives can lead people astray. Ben Thompson shares in-depth commentary with a high level of detail and analysis on what is happening in tech and media. Tuesday, June 6, 2023. Parag Agrawal, Twitter’s chief technology officer, will take over the helm, the company said Monday. Internet 3. Stratechery founder Ben Thompson. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. One could, with a bit of trouble, open a merchant account and accept credit cards; 3PL warehouses could hold inventory; UPS and Fedex could deliver your goods. Shyam Sankar and Ted Mabrey, welcome to Stratechery. It was only a year ago that I opened the 2021 Year in Review by noting that the news felt like a bit of a drag; the contrast to 2022 has been stark. Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura Behrens Wu, and Shishir Mehrotra; and discussions with fellow. Nov 30, 2021 · Tuesday, November 30, 2021. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. Each prisoner is in solitary confinement with no means of communicating with the other. Myth 4: Advertising is Dying. First, a human has a creative impulse, and gives the AI a prompt. Stratechery Podcasts are audio versions of Stratechery posts. Stratechery is a blog by Ben Thompson that covers the business, strategy, and impact of technology, with a focus on AI, software, and digital media. Zero transactions. The latest tweets from @stratechery. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society. . sylvie sterling porn