Bookmarks (72)

The best Stratechery content from the week of May 19, 2025, including AI and the future of the web, slam dunks and moonshots at Google, and OpenAI entering the hardware business.

OpenAI is acquiring io, Jony Ive's hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.

Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.

An interview with Nvidia CEO Jensen Huang about new problems, including chip controls and China, and new opportunities, including AI Factories and enterprise pragmatism.

The best Stratechery content from the week of May 12, 2025, including Airbnb and the limits of Founder Mode, Inside the NBA lottery in Chicago, and femtoseconds.

Airbnb has a new app with new offerings for experience and services; I'm not sure the economics make sense for either.

The best Stratechery content from the week of May 5, 2025, including Apple as an object in platform dominance, a podcast for everyone but Celtics fans, and a word about trade and data.

An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.

Platforms are so powerful that Apple's latest court loss won't change the course of the iPhone; that's why it's worth it.

The best Stratechery content from the week of April 28, 2025, including Mark Zuckerberg explaining Meta's AI strategy, Apple's big loss, and the other side of the trade war.

The judge in the Epic case released a devastating ruling on Apple's lack of compliance in terms of allowing links to the win; Apple was clearly in the wrong, but still might win on appeal.

An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.

Amazon's collision with the White House over tariffs highlights the political risk factors that every company needs to take seriously.

Google's earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between Search + AI and AI > Search.

The best Stratechery content from the week of April 21, 2025, including Tech History and Apple's Future, Dithering on Google, and Hamsters and Antibodies.

An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.

Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.

Google lost its ad antitrust case; if the case is upheld, it has important implications for all Aggregators.

The best Stratechery content from the week of April 14, 2025, including the three eras of Facebook, the NBA Playoffs, and the CHIPS Act.

An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.

It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help.

The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition.

ChatGPT's memory feature is pretty basic, but it's the sort of product feature that can build a moat, particularly if it's extended to other use cases.

The best Stratechery content from the week of April 7, 2025, with a focus on the Trump administration's disastrous tariffs, Apple's complicated future, and how China might respond.

An interview with Google Cloud Platform CEO Thomas Kurian about Google's infrastructure advantage and building and enterprise service culture.

A new take on Trump's tariffs, including using a disruption lens to understand the U.S.'s manufacturing problem, and why a better plan would leverage demand, not kill it.

A focus on the tariff's impact on Apple specifically, and how Apple itself contributed to China's technological development.

There is an argument for the Trump tariffs, but the risks are too great relative to the uncertain rewards

Stratechery is on vacation from March 31 to April 3; the next Stratechery Update will be on Monday, April 7. There will be still be one Sharp Tech episode on Monday, March 31, and one Dithering episode on Tuesday, April 1. The full Stratechery posting schedule is here.

An interview with Snowflake CEO Sridhar Ramaswamy about taking over Snowflake, focusing on product, and competing in AI.

OpenAI's new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.

The Trump administration's Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in transparency.

Google could aggregate TV, but it might not have the product capability; that's a convoluted way of explaining why buying Wiz is a good idea

An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.

Jensen Huang's GTC keynote was a compelling argument in favor of Nvidia's position relative to ASICs when it comes to inference.

Intel's new CEO casts Pat Gelsinger's tenure and firing in a new light: was Intel's problem simply bad execution?

Metallica on the Vision Pro was cool, but ultimately disappointing, and symbolic of Apple's need to control everything.

An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and how he’s been learning to build a New Internet his whole life.

OpenAI has compelling new updates to their API that should be good for the API business; is that good for OpenAI?

More on Apple and AI, this time through the lens of Google's point of integration and where Apple should be in response. Plus, why Apple is so hostile to developers.

Apple AI is delayed, and Apple may be trying to do too much; what the company ought to do is empower developers to make AI applications.

An interview with Michael Nathanson about the endgame for traditional media companies as the streaming wars near their end, plus AI bubble questions and the future of analysis.

Alexa+ looks amazing, and that's exactly my problem with it: Amazon is trying to do too much, must like Apple did with new Siri