Category: Strategy
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Netflix advertising will change the service; then, F1 might be headed to Apple TV, and it might work. Source: Stratechery by Ben Thompson.
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Listen to this post: Log in to listen One of the oldest and most fruitful topics on Stratechery has been the evolution of the content industry, for two reasons: first, it undergirded the very existence of Stratechery itself, which I’ve long viewed not simply as a publication but also as a model for a (then)…
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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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Cloudflare is unilaterally blocking AI crawlers unless they are willing to pay Source: Stratechery by Ben Thompson.
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Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement Source: Stratechery by Ben Thompson.
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Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem. 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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Apple is considering partnering with foundation model providers to replace Siri; the choice of which is profound. Source: Stratechery by Ben Thompson.
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Listen to this post: Log in to listen One of the most paradoxical aspects of AI is that while it is hailed as the route to abundance, the most important financial outcomes have been about scarcity. The first and most obvious example has been Nvidia, whose valuation has skyrocketed while demand for its chips continues…
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Meta won another fair use case, even though the judge wanted to rule against LLMs; he’ll have a hard time doing so. Source: Stratechery by Ben Thompson.