Category: Strategy
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Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too important to undo. Source: Stratechery by Ben Thompson.
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Google’s latest Pixel event re-imagined launch events; it was appropriate given that Google is truly re-imagining the smartphone. Source: Stratechery by Ben Thompson.
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Nvidia’s earning continue to be governed by supply — and reasoning models make that even more the case. Plus, why Nvidia is so desperate to get back into China. Source: Stratechery by Ben Thompson.
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KPop Demon Hunters is the hit of the year. Sony missed out, but they didn’t make a mistake; Netflix won the reward by being an Aggregator. Source: Stratechery by Ben Thompson.
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Listen to this post: Log in to listen Now that everyone is using ChatGPT, the lazy columnist’s trick of quoting Wikipedia to open an Article is less cliché than it is charming (at least that’s my excuse). Anyhow, here is Wikipedia’s definition of “steelmanning”: A steel man argument (or steelmanning) is the opposite of a…
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Good morning, Today is certainly an Update, but not about tech: it’s about me. On August 1, after 22 years (12 years continuous), I relocated back from Taiwan to the United States. The move is done at this point, although there is still a lot of unpacking to do, and some number of my possessions…
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I don’t do memes frequently, but I’ve used this one twice: Alas, I think I need to retire it. From the Wall Street Journal: Meta Platforms posted 22% revenue growth in the second quarter, showing its core ad business remains strong at a time when the company is investing billions of dollars into artificial intelligence.…
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GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs. Source: Stratechery by Ben Thompson.
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President’s Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed in the right direction. Source: Stratechery by Ben Thompson.