~stratechery | Bookmarks (72)

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

TSMC announced new fabs in the U.S., but without dates and processes it's safe to assume Taiwan is keeping its Silicon Shield.

Microsoft is pulling the plug on Skype, a service they never should have acquired and on which they spent way too much time and money; I'm still sad.

An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.

Ending the chip ban might be a mistake; I just hope people pushing for more realize that could be wrong as well. Then, Google's current position with LLMs, and the importance of GCP.

The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.

The iPhone 16e is more expensive than the SE it replaces, but the situation is probably temporary as Apple resets its lineup for Apple Intelligence

An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.

More on the U.K. vs. Apple, and then Netflix's earnings demonstrate how an Aggregator's advantage compounds via pricing power.

Grok-3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.

An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces, and the value chain for autonomous vehicle ride-sharing.

The Super Bowl drew record ratings even if it wasn't a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI.

The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.

Deep Research is an AGI product for certain narrow domains; it's ability to find anything on the Internet will make secret knowledge all the more valuable.

An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.

Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.

I give my analysis of Apple's Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation.

Trump's new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on effects on Amazon and Meta.

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.

Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI.