Tuesday, June 13, 2017. 4 billion in funding; meanwhile the company has lost a cumulative 861 million in its lifetime as a public company (i. Dec 20, 2022 The 2022 Stratechery Year in Review. Start with the narrowest point of view the fact that Amazon can now sell and rent TV shows and movies on iOS devices from iPhones to iPads to Apple TV is a big win for Amazon. When Stratechery started in 2013, the media was filled with predictions of the iPhones imminent demise at the hands of Android there were simply too many other manufacturers making too many smartphones at too many price points that Apple could not or would not match, which would inevitably lead to developers fleeing iOS and Apple. I couldnt resist. The human then chooses an option, edits it, and adds any touches they like. 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. Considered one of the sharpest thinkers, the author tackles a high variety of topics from business models and. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. Two boats, and a big ocean. Both showed how narratives can lead people astray. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine If. Stratechery is a website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. The content is the exact same as the Daily Update on Stratechery. 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. It beats the shit out of the U-Stor-It. Perhaps its a race, and one boat is winning until it isnt, of course. One of the technology industrys biggest and most important IPOs occurred late last month, with a valuation of 25. 6,164 likes &183; 1 talking about this. Both stocks are down in the face of a PC slump, but that is. If you already have a subscription, sign in. 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. 198 episodes. Meta and Amazon have made a deal that represents the major shift in the e-commerce landscape that has happened over the last four years, thanks to ATT and Amazons shift away from being an Aggregator. The Moat Map. Dithering and Stratechery have agreed that Stratechery subscribers can Add-on Dithering for 3month, instead of the normal 5month. 1 billion. Monday, January 9, 2023. If youre a Stratechery subscriber, it costs 3month or 30year to add it as a bundle. From CNBC For years, Amazon has been quietly chartering private cargo ships, making its own containers, and leasing planes to better control the complicated shipping journey of an online order. Monday, December 18, 2023. The Department of Justices 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. When Spotify filed for its direct listing in 2018, it was popular to compare the streaming music service to Netflix, the streaming video service; after all, both were quickly growing subscription-based services that gave consumers media on demand. Why Netflix Should Sell Ads. 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. The OpenAI Keynote. To receive it in your podcast player, visit Stratechery. Its Time to Split Up Microsoft. Sep 26, 2022 Monday, September 26, 2022. 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. Meta Meets Microsoft. Sequoia Partner Roelof Botha wrote yesterday on Medium Innovations in venture capital havent kept pace with the companies we serve. Mark Gurman at Bloomberg is reporting that Apple will finally announce that the Mac is transitioning to ARM chips at next weeks Worldwide Developer Conference (WWDC) Apple Inc. Stratechery by Ben Thompson is a website that explores the interplay between business and technology, covering topics such as strategy, innovation, disruption, and evolution. PC guys are not going to just figure this out. 198 episodes. Apple employs what is known as a unitary organizational form U-form for short which is also known as a functional organization. PC guys are not going to just figure this out. This is the key paragraph 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. And while Im here, its possible that UFOs exist. Stratechery is a highly praised newsletter and a podcast, known to provide the clearest insights in the industry. Thursday, February 24, 2022. To receive it in your podcast player, visit Stratechery. 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. Mar 13, 2020 Stratechery is a blog and podcast platform by Ben Thompson, a technology analyst and investor. Email Addresses and Razor Blades. The company said revenue more than doubled in its fiscal second quarter to about 13. By far the most well-known game in game theory is the Prisoners Dilemma. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. 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. More on AWSreInvent, as the day's second keynote focused primarily on AI. Alexa Amazons Operating System. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. In short, being a tech company meant being IBM, which meant. Moreover, I cant imagine ever not paying Stratechery LLC is already tied into 4 other companies, and that number will only. 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. He explains. In this view, virtual reality is AI, and AI is virtual reality. Stripe Platform of Platforms. Ready Player One, the book that was issued to every new Oculus employee once upon a time, describes its world in a way that was perhaps edgy in 2011 but seems rather clich today Youre probably wondering what happened before you got here. Political Chips. Innovation technology, broadly speaking is the only way to grow the pie, and to solve the problems we face that actually exist in any sort of knowable way, from climate change to China, from pandemics to poverty, and from diseases to demographics. Disney and Charter Communications have reached an agreement that will restore popular channels, including ESPN and ABC, to the cable operators nearly 15 million subscribers, ending a blackout that lasted for more than a week. 1 billion. The service will be called R2 one less than S3, quipped Cloudflare CEO. The company was Zillow, and the stock market quickly put a price on how big of a. The pandemic of 2020 has put this thesis on steroids the lasting impact of COVID will be not entirely new ways of living, but. 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. Google posted its quarterly results last Friday, and they were ok, not great. Subscribe for 120year. This is an unofficial fan subreddit with no. This is an unofficial fan subreddit with no. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Opendoor is very much in the middle of testing the thesis that homebuying can survive a market downturn. From the beginning of Stratechery I was adamant that this was a major mistake driven by Microsofts inability to imagine a future without Windows at the center; from 2013s Services, Not Devices The truth is that Microsoft is wrapping itself around an axle of its own creation. Thursday, July 29, 2021. If youre a Stratechery subscriber, it costs 3month or 30year to add it as a bundle. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. This Daily Update Interview is also available as a podcast. Aggregation Theory is a completely new way to understand business in the Internet age. She writes Americas big tech companies have achieved their level of dominance in part based on two strategies Using Mergers to Limit Competition. Thin Platforms. Tuesday, June 6, 2023. I have to admit, Im actually kind of surprised, I had it in my head that youve been on Stratechery before, but assuming the search on my site is working correctly, my actual only mention of you was when I cited an interview you did. Why Netflix Should Sell Ads. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google IO, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apples iOS introductions at WWDC). Monday, June 19, 2017. Monday, August 29, 2022. L'avenir du New York Times s'&233;crit au f&233;minin depuis quatre ans. Huawei's new smartphone with a 7nm chip shouldn't be a surprise; understanding why explains why the U. Tuesday, December 14, 2021. Ben Thompson is the author of Stratechery, a blog about the business and strategy of technology. Monday, September 13, 2021. OpenSea, Web3, and Aggregation Theory. The AI then generates a menu of options. The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory. Monday, March 27, 2023. 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 2017s The Great Unbundling. Ben Thompson (benthompson) February 17, 2021. 74 on the day. aggregators) come to dominate the industries in which they compete in a systematic and predictable way. Europes Three Estates. But know this I would not be talking about Bing Chat for the fourth day in a row if I didnt really, really, think it was worth it. The Value Chain Constraint. 5 billion in shares Nvidia will give Softbank in the deal. Monday, December 6, 2021. Rest assured there is breathless coverage of every twist and turn, and skippers are. Oct 28, 2021 Meta. More importantly, they still dominate the most effective and lucrative type of Internet. 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. Amazons New Customer. 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. 345 million. com, is hosted by Ben Thompson and James Allworth. Moreover, I cant imagine ever not paying Stratechery LLC is already tied into 4 other companies, and that number will only. Opendoor is very much in the middle of testing the thesis that homebuying can survive a market downturn. Monday, December 6, 2021. The Age of Steam and Railways began in the United Kingdom in 1829, with the test of the Rocket. Sure, the news is unexpected, but it makes sense if you think about it. How much does Ben Thompson&x27;s Stratechery, a blog and podcast about technology and culture, earn from its content subscription business model This article uses data from official sources, independent sources, and estimates to calculate the revenue, profit, and growth of Stratechery and its podcast Dithering. 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. To receive it in your podcast player, visit Stratechery. Tuesday, November 7, 2023. In the lingo, this imaginary place is known as the Metaverse. Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Jan 7, 2020 The End of the Beginning. 345 million. 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. The Uber Dilemma. Copy the URL of the podcast feed into the podcatcher. Each prisoner is in solitary confinement with no means of communicating with the other. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. 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. Europes Three Estates. Windows has a Subsystem for Linux, which, combined with the companys laser focus on developers, makes Microsoft products increasingly attractive for software. An interview with Deel co-founder and CEO Alex Bouaziz about Deel's growth, business model, the impact of COVID, having to get good at terminations, and the power of founder-market fit, plus the larger trends in terms of remote work and its long-term implications that Deel's model takes advantage of. Tuesday, July 14, 2020. Zillow, Aggregation, and Integration. Cables Last Laugh. 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. Thursday, December 3, 2020. This was originally published as a Stratechery Update. View 1 A Win for Amazon. And Jessica Lessin, the CEO of the Information, told me on. Monday, June 19, 2017. Shares of Twitter closed down 2. Exponent, a production of Stratechery. Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance. The story of Windows decline is relatively straightforward and a classic case of disruption The Internet dramatically reduced application lock-in. Subscribe to Stratechery Plus to. Stripe Platform of Platforms. In this program we seek to explore the massive effect technology is. He is the author of Stratechery, a subscription-based newsletter podcast. Tuesday, September 22, 2020. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. The third horse was black And when he had opened the third seal, I heard the third beast say, Come and see. The reasons for this disconnect go. 1 He is also the co-host of Exponent with James Allworth and Dithering with John Gruber, all podcasts focused on the same themes. 3 for 630 million. Ben Thompson is an American business, technology, and media analyst, who is based in Taiwan. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. But know this I would not be talking about Bing Chat for the fourth day in a row if I didnt really, really, think it was worth it. These five bits of news are presented in roughly the order they matter; Uber and Google matter most of all. Zero transactions. Dec 13, 2023 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. This week, when the U. Tuesday, November 14, 2023. The second biggest topic was a Stratechery staple the evolving content landscape; 2023 was particularly notable, though, for the dramatic shifts that are hitting Hollywood, highlighted by both strikes and the Disney-Charter standoff this fall. Apr 4, 2022 Why Netflix Should Sell Ads. Tech and War. Thursday, March 17, 2022. But know this I would not be talking about Bing Chat for the fourth day in a row if I didnt really, really, think it was worth it. It offers weekly articles. Probably the most important fact when it comes to analyzing Unilevers purchase of Dollar Shave Club is the 1 billion price in the world of consumer packaged goods (CPG) it is shockingly low. 6 billion, and certainly a lot more than Amazon, which finished its first day on the public markets with a valuation of 438 million. At the same time, the Gimlet Media acquisition on its own does not seem like a sustainable strategy paying three-quarters of the amount generated in annual revenue by an entire industry for 25 or so podcasts does not scale. Tuesday, June 21, 2022. This sounds hyperbolic, but I feel like I had the most surprising and. In the case of Amazon that has meant controlling the website where customers order goods Amazon. 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. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Listen to Stratechery on Spotify. The strategic role of 3rd-party apps has shifted over time once a differentiator for iOS, Android has largely reached parity, and apps are now table stakes. 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. 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. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Ben Thompson is the author and founder of Stratechery, a blog about the. Monday, April 4, 2022. 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. And I heard a voice in the midst of the four beasts say, A measure of wheat for a penny, and three measures of. Tuesday, July 14, 2020. Visit Stratechery. Now, as many retailers panic over supply chain. I wrote in the introduction. Nov 30, 2021 Tuesday, November 30, 2021. Tuesday, May 10, 2022. the makers of Schick and Intuits announced acquisition of Credit Karma dont appear to have much in common. 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. Monday, October 23, 2023. 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. When it comes to the big four consumer tech companies Microsofts decision to close its retail stores was the culmination of a step-back from the consumer space five years in the making Google and Amazon have always had moats that were easier to understand. 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. 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. 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. Ben Thompson is the author of Stratechery, a blog about the business and strategy of technology. DALL-E was created by training a neural network on images and their text descriptions. It seems clear to me that this is a new epoch in technology. Andreessen hardly needs an introduction while at the University of Illinois Andreessen co-created the Mosaic web browser, which became the foundation of Netscape, the defining Internet 1. 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. 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. Tuesday, July 14, 2020. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. In a June 2007 interview, again with Businessweek, Christensen reiterated that the iPod was doomed, and further predicted that the iPhone would not be successful 1. Ben has interviewed Mark Zuckerberg, Jensen Huang,. PCs became good enough, elongating the upgrade cycle. New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. If you enjoy Stratechery Articles you will love the Stratechery Update. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. 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. Jan 23, 2023 The simplified story of Netflixs 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 grce. A subtext to last weeks article, Techs Two Philosophies, was the idea that there is a difference between Aggregators and Platforms; this was the key section It is no accident that Apple and Microsoft, the two bicycle of the mind companies, were founded only a year apart, and for decades had. PCs became good enough, elongating the upgrade cycle. Third, Twitters cultural impact is very. The AI then generates a menu of options. Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries. Googles True Moonshot. Stripe Platform of Platforms. These are big ambitions for a big purchase, and Wall Street apparently agrees; yesterday Nvidias market cap increased by 17. Wednesday, January 31, 2018. 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. Dorsey, 45, was serving as both the CEO of Twitter and. Oct 31, 2022 Myth 4 Advertising is Dying. The details of Krzanichs departure, though, ultimately dont matter his tenure was an abject failure, the extent of which is only now coming into view. In a June 2007 interview, again with Businessweek, Christensen reiterated that the iPod was doomed, and further predicted that the iPhone would not be successful 1. Monday, March 27, 2023. Monday, December 6, 2021. 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. Zero Trust Information. kioti lk3054 engine, lailagomez
Political Chips. . Stratechery
Thus we have arrived at a conundrum for open source companies MongoDB leveraged open source to gain mindshare. Listen to the latest episodes of Exponent Podcast, a weekly show with James Allworth. Today Stripe is announcing Stripe Treasury; from the companys press release Stripe, the technology company building economic infrastructure for the Internet, today announced that it is launching Stripe Treasury. Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question. Rest assured there is breathless coverage of every twist and turn, and skippers. Moores Law, as originally stated in 1965, states that the number of transistors in an integrated circuit would double every year. 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. Wednesday, October 12, 2022. 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. Sep 26, 2017 Aggregation Theory describes how platforms (i. Good morning, Todays Stratechery Interview is with Intel CEO Pat Gelsinger. Dorsey, 45, was serving as both the CEO of Twitter and. Ben Thompson shares in-depth commentary with a high level of detail and analysis on what is happening in tech and media. Thursday, March 17, 2022. The agreement comes just hours before ESPNs coverage of the first. While it has been only 11 days since Russia invaded Ukraine, it is already clear that the long-term impact on the tech industry is going to be substantial. 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 2017s The Great Unbundling. com or that you receive via email, but now you can listen to it in your favorite podcast player. 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. These are big ambitions for a big purchase, and Wall Street apparently agrees; yesterday Nvidias market cap increased by 17. Second, Twitters social graph is extremely valuable. 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". I previously spoke to Gelsinger in February 2022. The human then chooses an option, edits it, and adds any touches they like. In other words, Apple is leaping ahead on the sustaining curve by building a better phone. Thats more than Google, which IPOd at a valuation of 24. excluding pre-IPO losses). Stratechery now also supports Dithering, a new podcast from Ben Thompson and John Gruber. An interview with Replika founder and CEO Eugenia Kuyda about relationship AI, what actually matters for consumers when it comes to chatbots, and the Replika risks and risqu&233;. At the same time, the Gimlet Media acquisition on its own does not seem like a sustainable strategy paying three-quarters of the amount generated in annual revenue by an entire industry for 25 or so podcasts does not scale. Tuesday, November 14, 2023. Vision, Vision and the Mac, Apple Acquires Mira. The Daily Update Podcast is the audio version of the Daily Update. 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. 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. Jan 23, 2023 The simplified story of Netflixs 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 grce. This was originally published as a Stratechery Update. The Idea Adoption Curve. 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. Dorsey, 45, was serving as both the CEO of Twitter and. Sep 30, 2021 Cloudflares Disruption. Tuesday, June 9, 2020. Wednesday, March 8, 2023. Examples can be found in the fields of robotics, 3D computer animation, and in medical fields such as burn. The End of the Beginning. Exponent, a production of Stratechery. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried Weve learned and struggled for a few years here figuring out how to make a decent phone, he said. Look, this is going to sound crazy. Tuesday, November 7, 2023. Monday, September 19, 2022. 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. Thursday, April 20, 2023. The Internet is synchronous and live. In broad strokes, a U-form organization is organized around expertise, not products in the case of Apple, that means design is one group (under Ive), product. Twitter has, over 19 different funding rounds (including pre-IPO, IPO, and post-IPO), raised 4. Tuesday, August 20, 2019. 0 company. What is clear, though, is that any attempt to understand the relentlessness of the company redirects to their founder, Jeff Bezos, who announced plans to step down as CEO after leading the company for twenty-seven years. Earnings and revenue may have missed analysts expectations (6. This is a three-step process. Vision, Vision and the Mac, Apple Acquires Mira. What the NBA Can Learn From Formula 1. Shyam Sankar and Ted Mabrey, welcome to Stratechery. Wednesday, April 19, 2017. The AI Unbundling. In the lingo, this imaginary place is known as the Metaverse. Stratechery is a popular technology blog and e-mail newsletter written by Ben Thompson with a specific focus on strategy and business. shouldn't over-react. 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. 345 million. 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. 6 billion, and certainly a lot more than Amazon, which finished its first day on the public markets with a valuation of 438 million. Now, you can not only read the Daily Update via email or the web, you can also choose to listen to the Daily Update (and the Weekly. So Palantir is not a company that Ive covered to date. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. We should accelerate innovation, not attenuate it. The Department of Justices 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 obvious analogy to Facebooks announcement that it is renaming itself Meta and re-organizing its financials to separate Family of Apps Facebook, Messenger, Instagram, and WhatsApp from Facebook Reality Labs is Googles 2015 reorganization to Alphabet, which separated Google. There were also big stories about the tech industry itself, from a bank failure to board room drama. 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. Perhaps its a race, and one boat is winning until it isnt, of course. 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. Twitter has, over 19 different funding rounds (including pre-IPO, IPO, and post-IPO), raised 4. Apples Mistake. Jan 18, 2022 TSMC said Thursday that it has set this years capital expenditure budget at 40 billion to 44 billion, a record high, compared with last years 30 billion. Google IO and the Coming AI Battles. Monday, June 19, 2017. Meta Meets Microsoft. com, is hosted by Ben Thompson and James Allworth. In short, being a tech company meant being IBM, which meant. 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. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. The post covers topics such as Office 365, Azure, Teams, Meta, and the Metaverse, and how they fit into Microsoft&x27;s new reality. Nov 20, 2023 Microsofts gain, meanwhile, is OpenAIs loss, which is dependent on the Redmond-based company for both money and compute the work its employees will do on AI will either be Microsofts by virtue of that perpetual license, or Microsofts directly because said employees joined Altmans team. Matthew Prince, at the end of his prepared remarks after Cloudflares recent earnings report, related a story from the companys earliest days Back in 2010, right before Cloudflares first Board meeting and our launch, I got some advice from one of our early investors. Jun 29, 2023 Good morning, Todays Stratechery Interview and the last Interview of the summer is with Marc Andreessen. Twitter has, over 19 different funding rounds (including pre-IPO, IPO, and post-IPO), raised 4. This was originally published as a Stratechery Update. Ben Thompson is the author and founder of Stratechery, a blog about the. Aggregation Theory is a completely new way to understand business in the Internet age. Dithering and Stratechery have agreed that Stratechery subscribers can Add-on Dithering for 3month, instead of the normal 5month. More on AWSreInvent, as the day's second keynote focused primarily on AI. Good morning, Todays Stratechery Interview is with Intel CEO Pat Gelsinger. The reasoning is straightforward 30 is a lot to pay to Apple, and now Amazon doesnt need to. 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. Visit Stratechery. Oct 18, 2022 From the beginning of Stratechery I was adamant that this was a major mistake driven by Microsofts inability to imagine a future without Windows at the center; from 2013s Services, Not Devices The truth is that Microsoft is wrapping itself around an axle of its own creation. Intel and the Danger of Integration. Thursday, October 28, 2021. Monday, June 29, 2020. Apples Mistake. Disney Expectations, Twitter Expectations, Silicon Valley Expectations. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider. For the first several years of Stratechery I would write a year end article about The State of Consumer Technology; the last one I wrote, though, was in 2018, because consumer technology, dominated as it was by Apple and Google on the device side, and Google and Facebook. Spotify, Netflix, and Aggregation. Stratechery is a blog and podcast platform by Ben Thompson, a technology analyst and investor. The Department of Justices 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. During that time the company has held 33 earnings calls; the company reported a. 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. 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. . craigslist texas for sale