Category: Strategy
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Walmart joins ChatGPT Instant Checkout; will Amazon be next? Then, Spotify and Netflix form the anti-YouTube alliance. Source: Stratechery by Ben Thompson.
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An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the problem going forward? Source: Stratechery by Ben Thompson.
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OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize. Source: Stratechery by Ben Thompson.
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China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to. Source: Stratechery by Ben Thompson.
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(Stratechery) 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 (there…
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OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of SpaceX. Source: Stratechery by Ben Thompson.
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Listen to this post: Today’s Stratechery Interview is with OpenAI co-founder and CEO Sam Altman. I have interviewed Altman twice before, first in 2023 with Microsoft’s Kevin Scott, and again earlier this year; while OpenAI is not a public company, I am, just as I did previously, treating this like a public company CEO interview,…
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Listen to this post: Log in to listen OpenAI’s flood of announcements are getting hard to keep up with. A selection — not exhaustive! — from just the last month: A massive data center buildout in partnership with Oracle A $100 billion investment from Nvidia and associated deal to acquire 10 GW worth of Nvidia…
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Listen to this post: Log in to listen The App Store charts tell the story, at least for the first week of AI-generated video apps: This doesn’t, somewhat embarrassingly, match my initial impressions: I liked the Vibes addition to the MetaAI app and was somewhat cool on Sora. I spent much of last week’s episode…
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Jon Yu of Asianometry visited drone delivery service Manna and made a video of his experience; Stratechery previously interviewed Bobby Healy, Manna’s founder and CEO. 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…