Category: Strategy
-
AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. Source: Stratechery by Ben Thompson.
-
OpenAI is declaring code red and doubling down on ChatGPT, highlighting the company’s bear case. Then, AWS makes it easier to run AI workloads on other clouds. Source: Stratechery by Ben Thompson.
-
Listen to this post: Log in to listen A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect representation of the hero’s journey. You have Luke, bored on Tatooine, called to adventure by a…
-
Anthropic’s Opus 4.5 appears to be a big breakthrough that slots into Anthropic’s enterprise strategy, while ChatGPT gets new consumer features, and Meta might use Google’s TPUs Source: Stratechery by Ben Thompson.
-
Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company’s margins should be safe if power is the limiting factor. Source: Stratechery by Ben Thompson.
-
(Generated by Gemini 3) Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in…
-
An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society. Source: Stratechery by Ben Thompson.
-
Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets might Google win? Source: Stratechery by Ben Thompson.
-
Listen to this post: Log in to listen It was difficult in the beginning to answer the question I got from everyone: what’s it like living in America again? After all, I had been coming back to Wisconsin in the summer for years, and my move back happened in the summer; things mostly felt like…
-
ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms. Source: Stratechery by Ben Thompson.