~stratechery | 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.