Category: Strategy
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(Photo by Miguel J. Rodriguez Carrillo/Getty Images) 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…
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Good morning, This week’s Stratechery interview is with Unity CEO Matthew Bromberg. Bromberg took over Unity last year, and previously worked at Zynga, EA, Major League Gaming, and AOL. In this interview — which ended up being primarily about Bromberg, who I found fascinating — we discuss the lessons learned in a career centered around turnarounds.…
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Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is tiny now. Source: Stratechery by Ben Thompson.
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SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly differentiated experiences. Source: Stratechery by Ben Thompson.
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Apple is already benefitting from AI via the App Store. Meanwhile, Siri will white-label Gemini; the long-term implications are significant. Source: Stratechery by Ben Thompson.
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(AI-Generated Image) 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 Stratechery emails…
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An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — and a big opportunity for Walmart and Shopify. Source: Stratechery by Ben Thompson.
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It’s funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write an Article entitled It’s Not 1999; that was right then, and it’s obviously right now, when we have a clear counter-example: this is a bubble. How else to describe a single…
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Listen to this post: Good morning, Jon at Asianometry has a new video out about TSMC’s curvy masks, a new innovation in its upcoming 2nm process. On to the Update: Amazon Earnings From the Wall Street Journal: Seen as a laggard in artificial intelligence, Amazon.com assuaged some concerns Thursday, reporting faster-than-expected increases in AI-related revenue…
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Google’s earnings are great, and GCP alone justifies more capex; Meta, meanwhile, is being punished for not having a clear product application for AI. Source: Stratechery by Ben Thompson.