Category: Strategy
-
(Photo by David Becker/Getty Images for Paramount+) 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…
-
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation. Source: Stratechery by Ben Thompson.
-
Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, OpenAI’s restructuring and Microsoft’s collar trade. Source: Stratechery by Ben Thompson.
-
TSMC’s earnings reinforce the possibility that TSMC’s willingness to invest is real governor on the AI bubble. Intel needs to provide some competition. Source: Stratechery by Ben Thompson.
-
(Photo by Greg Nash/UPI Credit: UPI/Alamy Live News) Welcome back to This Week in Stratechery! Last week we announced Sharp Text, a new site featuring weekly posts from Andrew Sharp, my Sharp Tech co-host, and the host of Sharp China and Greatest of All Talk. Now you can also receive Sharp’s posts via email: just…
-
Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters’ success. Source: Stratechery by Ben Thompson.
-
Listen to this post: Log in to listen There seems, at first glance, to be little in common between the two big stories of the last two weeks. On October 9, China announced expansive export controls on rare earths, which are critical to nearly all tech products; then, on October 20, US-East-1, the oldest and…
-
F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator. Source: Stratechery by Ben Thompson.
-
Listen to this post: Good morning, This week’s Stratechery Interview is with Asana co-founder and Chairman Dustin Moskovitz. Moskovitz was a co-founder of Facebook with his Harvard roommate, Mark Zuckerberg, and was the company’s first CTO and Vice President of Engineering. Moskovitz left Facebook in 2008 to found Asana, a project management SaaS product that…
-
Welcome back to This Week in Stratechery! This week we’re launching a new site: Sharp Text, by Andrew Sharp. You know Andrew as the host of Sharp Tech, Sharp China, and Greatest of All Talk, but before he was reluctantly persuaded to be a podcaster by Bill Simmons, he was a writer — and a…