Category: Strategy

An Interview with Ben Bajarin about AI infrastructure, Nvidia, and Intel. Source: Stratechery by Ben Thompson.

OpenAI’s Instant Checkout highlights why AI commerce fills a unique role, to the benefit of Shopify and Etsy; will it work better than Meta’s native Checkout? Source: Stratechery by Ben Thompson.

The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future. Source: Stratechery by Ben Thompson.

Good morning, This week’s Stratechery Interview is with Booking Holdings CEO Glenn Fogel. Booking is one of my favorite companies in the world: they are a textbook Aggregator. And, in a fascinating twist, they are also among the best at managing Google, the biggest Aggregator of them all. In this interview we discuss both dynamics,…

YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression. Source: Stratechery by Ben Thompson.

Listen to this post: Log in to listen Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other. Nine years after Nvidia CEO Jensen Huang hand-delivered the first Nvidia DGX-1 AI computer to OpenAI, the chip…

Intel and Nvidia have made a historic deal; it’s good for Intel (and Nvidia), but doesn’t solve their — and the U.S.’s — fundamental problems. Source: Stratechery by Ben Thompson.

Meta announced Ray-Ban Displays, their first glasses product with a display. I think it’s very compelling in part because it is limited. Source: Stratechery by Ben Thompson.