Category: Strategy
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Listen to this post: Good morning, This week’s Stratechery Interview is with YouTube CEO Neal Mohan. Mohan joined Google as part of the DoubleClick acquisition in 2007, and became the Senior Vice President of Display and Video Ads. Then, in 2015, Mohan moved to YouTube to become Chief Product Officer, and succeeded Susan Wojcicki as…
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Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases iPhone prices Source: Stratechery by Ben Thompson.
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Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely prepared to capitalize. Source: Stratechery by Ben Thompson.
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(Photo by Marilyn K. Yee/New York Times Co./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…
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An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia and China. Source: Stratechery by Ben Thompson.
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Listen to this post: Log in to listen I think the new iPhones are pretty great. The base iPhone 17 finally gets some key features from the Pro line, including the 120 MHz Promotion display (the lack of which stopped me from buying the most beautiful iPhone ever). The iPhone Air, meanwhile, is a marvel…
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SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game. Source: Stratechery by Ben Thompson.
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Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m skeptical that browsers are the future. Source: Stratechery by Ben Thompson.
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(Steve Sims) 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 Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl
Listen to this post: Good morning, Today’s Stratechery Interview is with Cloudflare co-founder and CEO Matthew Prince. Prince took a fascinating path to Silicon Valley — which we explore in this interview — but is most well-known for Cloudflare, which he started at Harvard Business School in 2009. Cloudflare provides networking services for websites in the…