Category: Strategy
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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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The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance. Source: Stratechery by Ben Thompson.
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Listen to this post: Log in to listen It’s fun — and often accurate — to think of tech companies in pairs. Apple and Microsoft defined the PC market; Microsoft and Intel won it. Google and Meta dominate digital advertising; Apple and Google won mobile. That, however, is not the defining pair of the smartphone…
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Apple appears committed to its original Apple Intelligence strategy. Source: Stratechery by Ben Thompson.
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(NYSE/Figma) 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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Figma is well-placed to succeed in an AI world, because they are an operating system. However, they need to move quickly to capitalize, and that explains why they are going public. Source: Stratechery by Ben Thompson.
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Tesla is making future chips with Samsung, likely cementing the Korean company as the industry’s second supplier. Source: Stratechery by Ben Thompson.
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TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may doom the latter. Source: Stratechery by Ben Thompson.
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(Photo by Kevin Dietsch/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 to receive This Week…
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Google doubles down on AI in the cloud Source: Stratechery by Ben Thompson.