Why Netflix Should Sell Ads. Both make sense. You can follow him on Twitter @benthompson. Learn to effectively plan, target, create, and optimize impactful ads on multiple platforms with HubSpot. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The global retail value of diamond jewelry is estimated to be $72 B, with an average of 130 M carats of raw diamonds being produced annually. Today Stripe is announcing Stripe Treasury; from the company’s press release: Stripe, the technology company building economic infrastructure for the Internet, today announced that it is launching Stripe Treasury. An Interview with Intel CEO Pat Gelsinger. I wrote in the introduction:. This Daily Update Interview is also available as a podcast. Ben Thompson is the founder and author of Stratechery, and a host of Dithering, Exponent, and NoTechBen podcasts. Jun 6, 2023 · Apple Vision. Tuesday, November 30, 2021. Back in 2004 a lot of the pieces that were necessary to run an e-commerce site existed, albeit in rudimentary and hard-to-use forms. That leads to today’s second announcement: the Stratechery Daily Update subscription is transforming into Stratechery Plus: Stratechery Plus is the same $12/month or $120/year price as the Stratechery Update, but it is now expanded to include not just the Stratechery Update and Stratechery Interviews but also Dithering and Sharp Tech. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Good morning, Intel has been one of the companies I have focused on from the very beginning of Stratechery. Monday, December 20, 2021. Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of. In July 2014 Taylor Swift wrote an editorial in the Wall Street Journal entitled, For Taylor Swift, the Future of Music Is a Love Story: There are many (many) people who predict the downfall of music sales and the irrelevancy of the album as an economic entity. Oct 28, 2021 · Thursday, October 28, 2021. Investment in R&D. The first American automobile maker, Duryea Motor Wagon Company, was founded in 1895; 34 more auto-makers would be founded in the U. Christensen’s theory is based on examples drawn from buying decisions made by businesses, not consumers. That, though, is where the Anchor acquisition comes in: Anchor is a service for easily. In this program we seek to explore the massive effect technology is having not just on technology companies, but also on society as a whole. To be fair to IBM, SQL/DS and their later mainframe product, DB2, were far more reliable than Oracle’s earliest versions ↩. But given that social commerce remains in its infancy in Western markets – both from a brand and platform perspective – it pays to. Paying particular respect to the recent death of. Both showed how narratives can lead people astray. Sure, the news is unexpected, but it makes sense if you think about it. Apr 12, 2022 · Dall-E 2 is a new AI system from OpenAI that can take simple text descriptions like “A koala dunking a basketball” and turn them into photorealistic images that have never existed before. [1] He is also the co-host of Exponent with James Allworth and Dithering with John Gruber, all podcasts focused on the same themes. Luton captain Tom Lockyer is stable after suffering a cardiac arrest during a Premier League match against Bournemouth, the club have announced. 5% following the results, which would be about $87 billion in market value. 198 episodes. Explore Stratechery by: Concepts | Companies | Topics | Search Aggregation Theory Disruption Theory Incentives Technology and Society Evolution of Technology Media. One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic. The GDPR bans US companies from processing or storing EU user data in the US and companies. At the time we discussed Intel’s ambitious IDM 2. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. 0: Politics. Apple Vision. Tim Culpan at Bloomberg described the massive capex figure as a “warning” to fellow chipmakers Intel and Samsung: From a technology perspective, Samsung is the nearest rival. OpenAI’s trump card is ChatGPT, which is. Non-Fungible Taylor Swift. There were no limitations on the interview; it was my choice to focus on the company’s new vision and not the current. This is probably the point where my statement in the beginning, that all of these myths have a bit of truth to them that makes them believable, is the most important: a good chunk of Meta’s drawdown is justified, and the reason is Apple’s App Tracking Transparency (ATT) policy. E-commerce was an area where we saw a meaningful slowdown in growth in Q4. Apple 3. Nvidia’s GTC Keynote, The Nvidia Stack, The Omniverse. The first American automobile maker, Duryea Motor Wagon Company, was founded in 1895; 34 more auto-makers would be founded in the U. [1] He is also the co-host of Exponent with James Allworth and Dithering with John Gruber, all podcasts focused on the same themes. The meaning of STITCHERY is needlework. Back in 2004 a lot of the pieces that were necessary to run an e-commerce site existed, albeit in rudimentary and hard-to-use forms. — The Biden administration has been sleepwalking through this fact especially with regard to the EU. Thursday, April 27, 2023. Sep 30, 2021 · Cloudflare’s Disruption. If you already have a subscription, sign in. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. Podcasting is still a tiny business: according to the Wall Street Journal podcasts only attracted $34 million in advertising revenue last year, about 1/100th the amount spend on billboards (This number is disputed by many of the bigger podcasters, but the highest estimate I’ve seen is $200 million, i. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Google’s True Moonshot. And I heard a voice in the midst of the four beasts say, A measure of wheat for a penny, and three measures of. The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution described how Airbnb and the sharing. If you already have a subscription, sign in. Indeed, that really is the real name for the "Unified Content Model": everything, in the end, is on its way to freemium. Today, Stratechery is a powerhouse shaping the thoughts and conversation of the entire technology industry around the world at the highest levels. The Sports Linchpin. 'Like' this page to have new posts appear in your st. 2020 Bundles. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Browse our awesome course library. 0 contains pages and lists, similar to a book for its reader, with the information presented in a linear format, whereas Web 2. Monday, September 26, 2022. Visa Inc. The OpenAI Keynote. The Entertainment Goal. Subscribe for $120/year. " Nieman Journalism Lab. Albert Tucker, who formalized the game and gave it its name in 1950, described it as such: Two members of a criminal gang are arrested and imprisoned. The End of Trickle-Down Technology. The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. Dall-E 2 is a new AI system from OpenAI that can take simple text descriptions like “A koala dunking a basketball” and turn them into photorealistic images that have never existed before. With the loss of friction, there is necessarily the loss of everything built on friction, including value, privacy, and livelihoods. A bank is profitable if the interest rate they charge for loans is greater than the interest rate they pay to depositors. Dec 7, 2023 · Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. Start with the narrowest point of view: the fact that Amazon can now sell and rent TV shows and movies on iOS devices from iPhones to iPads to Apple TV is a big win for Amazon. [1] He is also the co-host of Exponent with James Allworth and Dithering with John Gruber, all podcasts focused on the same themes. What AI Is Today and What It Might Be Tomorrow. Media needs to be created, software needs to be manipulated, and communication depends on there being someone to communicate with. Apple reported double-digit growth in every single one of its product categories, and its. Exponent, a production of Stratechery. Investment in R&D. That was the year Apple was, for the first time, coming out with a non-top-of-the-line iPhone, what ultimately. Wednesday, October 21, 2020. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. View 1: A Win for Amazon. The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way. Exponent Podcast: Scale Scale Scale. The Stratechery Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. To be social is to be human, and to be human is. Twitter’s Reality. Stratechery Plus subscribers include executives and employees from the. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. ESPN Financials, NBA Spin, Jon Stewart vs. He is the author of Stratechery, a subscription-based newsletter /podcast featuring commentary on tech and media news. This sounds hyperbolic, but I feel like I had the most surprising and. Exponent is a podcast about tech and society hosted by Ben Thompson and James Allworth. Albert Tucker, who formalized the game and gave it its name in 1950, described it as such: Two members of a criminal gang are arrested and imprisoned. Members get early access, hand-edited transcripts, member-only episodes, and so much more. And Jessica Lessin, the CEO of the Information, told me on. To receive it in your podcast player, visit Stratechery. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. May 31, 2022 · Thin Platforms. If the famous Jim Barksdale quote is to be believed — the one about there only being two ways to make money in business, bundling and unbundling — then I am long past due for a follow-up to 2017’s The Great Unbundling. Google – Stratechery by Ben Thompson. As seen in: Dithering, Sharp Tech, Stratechery, Medium, The Mirror UK, Entrepreneur, Flipboard, Wales Online, Western Mail, Gulf News, The Scottish Sun, WUSA-TV (Washington, DC), East Riding Mail and more. Spencer shared his personal projections in a chat with Stratchery (via The Verge ), musing on the possibilities and an xCloud-branded. Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected. DALL-E was created by training a neural network on images and their text descriptions. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. The Bill Gates Line. $1 billion. Netflix and Net Neutrality. Today’s guest is Stratechery author and founder Ben Thompson. Google’s True Moonshot. ) Economic Development | Learn more about Victor Hoskins's work experience, education, connections & more by visiting their profile. 8 Dec. More consumers over the past decade have been using financial-services apps to manage their savings and spending, and Plaid sits in the middle of those. These are big ambitions for a big purchase, and Wall Street apparently agrees; yesterday Nvidia’s market cap increased by $17. 7 billion in capital expenditures and. If you’re a Stratechery subscriber, it costs $3/month or $30/year to add it as a bundle. Tuesday, November 7, 2023. Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected. The Value Chain Constraint. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Weekly Articles are. Enjoy this excerpt, and join the email list for updates, new material, and pre-order instructions. , and the EU and India. Benton, Joshua. Stratechery is innocently built on his website as the business strategy and impact of technology. Thursday, May 7, 2020. 0 strategy, including the audacious goal of shipping five nodes in four years. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Oct 28, 2021 · Thursday, October 28, 2021. for $5. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. com); the product manager running the meeting was going through the various geographies and their relevant metrics — new users, churn, revenue. Subscribe to Stratechery Plus to receive full. Tuesday, July 12, 2022. ) Then there’s platforms around commerce and creators and of course, social platforms, but there will be different other companies that are building each of those things as well that will compete but also hopefully have some set of open standards where things can be. AI, NIL, and Zero Trust Authenticity. Wednesday, October 21, 2020. Meta and Amazon have made a deal that represents the major shift in the e-commerce landscape that has happened over the last four years, thanks to ATT and Amazon’s shift away from being an Aggregator. It was only a year ago that I opened the 2021 Year in Review by noting that the news felt like a bit of a drag; the contrast to 2022 has been stark. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Feb 15, 2023 · From Bing to Sydney. Once the add-on is purchased, the subscriber goes to Dithering’s Passport to get their personalized feed; Dithering controls the content relationship. It was in August 2009, two months after the release of the iPhone 3GS, that the barbarians crashed the gates; from The Online Photographer: The leading photo sharing site, flickr. Look up strategic, -er, or -y in Wiktionary, the free dictionary. The End of Silicon Valley (Bank) Monday, March 13, 2023. It was in August 2009, two months after the release of the iPhone 3GS, that the barbarians crashed the gates; from The Online Photographer: The leading photo sharing site, flickr. Tuesday, June 6, 2023. Group subscriptions to the Daily Update are available to teams of at least five people, all of whom must the same corporate domain for their email (no personal email domains allowed). One could, with a bit of trouble, open a merchant account and accept credit cards; 3PL warehouses could hold inventory; UPS and Fedex could deliver your goods. Two years on and Intel, after a brutal 12 months coming down off of COVID highs, is starting to look. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. China Chips and Moore’s Law Wednesday, October 18, 2023. Cloudflare is ready to launch a new cloud object storage service that promises to be cheaper than the established alternatives, a step the company believes will catapult it into direct competition with AWS and other cloud providers. With the loss of friction, there is necessarily the loss of everything built on friction, including value, privacy, and livelihoods. $345 million. Twitter Kills Third-Party Clients, Twitter’s Tortured History With 3rd-Party Apps, The Twitter Files Business Model. And, with this philosophy, comes a different take on responsibility. “PC guys are not going to just figure this out. The solution to the secular collapse of the PC market is not to. Apple employs what is known as a “unitary organizational form” — U-form for short — which is also known as a “functional organization. Apple’s Middle Age February 5, 2018. The OpenAI Keynote. May 2, 2023 · In 2017 BuzzFeed CEO Jonah Peretti declared that “if you’re thinking about an electorate and you’re thinking about the public and you’re thinking about people being informed, the subscription model in media does not help inform the broad public”; in 2017 The Athletic CEO Alex Mather went in the opposite direction, telling me in a Stratechery Interview that his publication would be. The Super-Aggregators and the Russians. Thursday, February 23, 2023. The Problem with Monetizing Podcasts. Your best source for quality Portland Trail Blazers news, rumors, analysis, stats and scores from the fan perspective. To that end, what has always interested me more are new-to. This year's WWDC presented an Apple that was finally ready to move past the iPhone. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. This is technology’s second philosophy, and it is orthogonal to the other: the expectation is not that the computer does your work for you, but rather that the computer enables you to do your work better and more efficiently. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. So it finally happened: the U. To be clear, this is absolutely a boon, particularly for readers, but also for any writer looking to have a broad impact. This interview was conducted on Tuesday, two days before the Facebook Connect keynote where Zuckerberg unveiled his vision for the metaverse, and announced his company’s new name: Meta. Jun 9, 2020 · Never-Ending Niches. And I heard a voice in the midst of the four beasts say, A measure of wheat for a penny, and three measures of. Epic Decision. Stuck with nothing to do on the weekends in particular I decided to watch the Australian Grand Prix. Apple reported double-digit growth in every single one of its product categories, and its. In short, being a tech company meant being IBM, which. This isn’t exactly ground-breaking news: it is exactly what the company has done for eleven years now (matching the 11-year run of non-iOS iPods, by the way ). Good morning, Today’s Stratechery Interview — and the last Interview of the summer — is with Marc Andreessen. James Allworth is the co-author with Clay Christensen of How Will You Measure Your Life and a writer for. Speaking with Ben Thompson at Stratchery in an interview accompanied by Nadella, Zuckerberg said: “Overall, I think that this is a very natural partnership where I think our strategic interests are pretty aligned, and a lot of the things that we care the most about like the consumer experiences and the sense of expression and the ability to. The story of Windows’ decline is relatively straightforward and a classic case of disruption: The Internet dramatically reduced application lock-in. To be fair to IBM, SQL/DS and their later mainframe product, DB2, were far more reliable than Oracle’s earliest versions ↩. This interview was conducted on Tuesday, two days before the Facebook Connect keynote where Zuckerberg unveiled his vision for the metaverse, and announced his company’s new name: Meta. Let’s start with the caveats: no, Tesla did not sell 276,000 Model 3’s in three days; that is the number of fully refundable pre-orders that required a deposit of “only” $1,000. said Monday it would buy Plaid Inc. Over the last week, as the idea of banning TikTok in the U. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance. To that end, what has always interested me more are new-to-the-world. When I first went independent with Stratechery, I had a plan to make money on the side with speaking, consulting, etc. It was in August 2009, two months after the release of the iPhone 3GS, that the barbarians crashed the gates; from The Online Photographer: The leading photo sharing site, flickr. Understanding the differences between Aggregators and Platforms is essential for knowing how to compete, partner with, and regulate large companies. It really is one of the best product names in Apple history: Vision is a description of a product, it is an aspiration for a use case, and it is a critique on the sort of society we are building, behind Apple’s leadership more than anyone else. Monday, December 11, 2023 Regretful Accelerationism Tuesday, December 5, 2023 Ready Player One, the book that was issued to every new Oculus employee once upon a time, describes its world in a way that was perhaps edgy in 2011 but seems rather cliché today:. This Daily Update Interview is also available as a podcast. The capitalization is intentional; Fukuyama. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. By summer, the initial wave of protests had grown into a mass movement against Chinese attempts to subvert the city’s autonomy. Pressure on said bundle continues to grow, yet so do the affiliate fees charged by. Stratechery Plus subscribers include executives and employees from the. Founded in 2013, Ben Thompson's $120-a-year Stratechery newsletter is beloved by tech executives and venture capitalists in Silicon Valley and reaches subscribers in more than. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Monday, April 12, 2021. Stratechery Podcasts are audio versions of Stratechery posts. has shifted from a fringe idea to a seeming inevitability (thanks in no small part to India’s decision to do just that ), those opposed to the idea and those in support seem to be talking past each other. The service will be called R2 — “one less than S3,” quipped Cloudflare CEO. Kopit Levien oversees all aspects of The New York Times’ global operations and business strategy (but, as we discuss, plays no direct role in editorial operations). Os últimos tweets de @stratechery. The company said revenue more than doubled in its fiscal second quarter to about $13. This is a peek into the Navalamanack book, published here online ahead of the coming 2020 release. Friday, February 21, 2020. Apr 11, 2023 · With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. That, though, is where the Anchor acquisition comes in: Anchor is a service for easily. To receive it in your podcast player, visit Stratechery. An even more important reason, though, is probably COVID. Before starting a new role, clarify the role, expectations, and resources. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. for $5. A bank is profitable if the interest rate they charge for loans is greater than the interest rate they pay to depositors. Ten years ago yesterday Amazon evangelist Jeff Barr posted a 222-word post on the Amazon Web Services Blog that opened: Earlier today we rolled out Amazon S3, our reliable, highly scalable, low-latency data storage service. 6″ Wifi model, which has been the top-selling. The company said revenue more than doubled in its fiscal second quarter to about $13. Why Uber Fights. Tuesday, July 21, 2015. 5 billion, far ahead of Wall Street forecasts in a FactSet survey. The reasoning is straightforward: 30% is a lot to pay to Apple, and now Amazon doesn’t need to. In August 2011, just a day or two into my career at Microsoft, I sat in on a monthly review meeting for Hotmail (now known as Outlook. Stratechery, as Ben puts it, started as some guy in Taiwan with no access. He is the author of Stratechery, a subscription-based newsletter /podcast featuring commentary on tech and media news. On Exponent, the weekly podcast I host with James Allworth, we discuss The Daily Update Podcast and First, Do No Harm. cricketwireless near me, sunflower stalk flour recipes
The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. . Stratchery
Dust in the Light: Everything Stratchery’s Ben Thompson writes is good, hence the popularity of his well known newsletter, but I particularly liked this. The reason was obvious: 5 nm was the first process that required ASML’s extreme ultraviolet (EUV) lithography, and EUV machines were hugely expensive — around $150 million each. Here's the URL for this Tweet. The content is the exact same as the Daily Update on Stratechery. Listen to it here. OpenAI’s trump card is ChatGPT, which is. Benton, J. Monday, December 11, 2023 Regretful Accelerationism Tuesday, December 5, 2023 Ready Player One, the book that was issued to every new Oculus employee once upon a time, describes its world in a way that was perhaps edgy in 2011 but seems rather cliché today:. L'avenir du New York Times s'écrit au féminin depuis quatre ans. Sure, the news is unexpected, but it makes sense if you think about it. Then, Microsoft still has a metaverse strategy, it just doesn’t involve hardware. Tuesday, February 26, 2019. succeeded in chips when the USSR didn't, globalization and the importance of Taiwan and South Korea, and China's prospects post chip ban. The human then chooses an option, edits it, and adds any touches they like. The third horse was black: And when he had opened the third seal, I heard the third beast say, Come and see. With this pace Stratechery will earn nearly $300k per month by the end of the year. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Jul 11, 2023 · The Social/Communications Map of 2013. Zero marginal costs. There'll be lawsuits from stakeholders, certainly, but as per the Stratchery piece, the board was doing its job, to advance the company's mission statement of " "build general-purpose artificial. I am speaking, of course, about Apple’s new mixed reality. 5 billion, far ahead of Wall Street forecasts in a FactSet survey. Stratechery | 8,098 followers on LinkedIn. Apple released a new flagship iPhone yesterday, the iPhone XS. Feb 24, 2022 · An Interview with Intel CEO Pat Gelsinger. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. At the time we discussed Intel’s ambitious IDM 2. They should not. True virtual reality shifts time like media, place like communications, and, crucially, does so with perfect availability and infinite capacity. Jul 11, 2019 · This is the key paragraph: This is ultimately the most important distinction between platforms and Aggregators: platforms are powerful because they facilitate a relationship between 3rd-party suppliers and end users; Aggregators, on the other hand, intermediate and control it. Apple stock rose over 4% at one point in extended trading. Both showed how narratives can lead people astray. First, a human has a creative impulse, and gives the AI a prompt. Stratechery | 9,578 followers on LinkedIn. Instant, one-man success. Investment in R&D. RCA had. May 19, 2020 · With this pace Stratechery will earn nearly $300k per month by the end of the year. It’s all hypothetical in context, at least for now. The OpenAI Keynote. Wednesday, May 23, 2018. Visa Inc. The obvious analogy to Facebook’s announcement that it is renaming itself Meta and re-organizing its financials to separate “Family of Apps” — Facebook, Messenger, Instagram, and WhatsApp — from “Facebook Reality Labs” is Google’s 2015 reorganization to Alphabet, which separated “Google. Founded in 2013, Ben Thompson's $120-a-year Stratechery newsletter is beloved by tech executives and venture capitalists in Silicon Valley and reaches subscribers in more than 80. To receive it in your podcast player, visit Stratechery. As seen in: Dithering, Sharp Tech, Stratechery, Medium, The Mirror UK, Entrepreneur, Flipboard, Wales Online, Western Mail, Gulf News, The Scottish Sun, WUSA-TV (Washington, DC), East Riding Mail and more. Tuesday, January 19, 2021. 0 strategy, including the audacious goal of shipping five nodes in four years. 198 episodes. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Cloudflare’s Disruption. They should not. said Monday it would buy Plaid Inc. Monday, September 26, 2022. Sep 13, 2021 · Epic Decision – Stratechery by Ben Thompson. In August 2011, just a day or two into my career at Microsoft, I sat in on a monthly review meeting for Hotmail (now known as Outlook. — Ben Thompson (@benthompson) February 5, 2021. The human then chooses an option, edits it, and adds any touches they like. Amazon's earnings touched on its position in AI and the impact of its renewed investments in logistics. Shares of Twitter closed down 2. Apple's annual iPhone event may have marked Apple's true shift into being a Services company. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. I first heard about six sigma when I was a young 21-year-old Business Analyst at Mercer Management Consulting. The capitalization is intentional; Fukuyama. If the famous Jim Barksdale quote is to be believed — the one about there only being two ways to make money in business, bundling and unbundling — then I am long past due for a follow-up to 2017’s The Great Unbundling. Clarify role, expectations & resources. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. That human. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google I/O, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apple’s iOS introductions at WWDC). There were no limitations on the interview; it was my choice to focus on the company’s new vision and not the current. Jun 29, 2023 · Good morning, Today’s Stratechery Interview — and the last Interview of the summer — is with Marc Andreessen. Na této stránce si můžete stáhnout a poslouchat online zdarma «Strašidelné příběhy 1203», «Děsivý zvuk, jako je tento», «Manekýn a strašlivé slizké příběhy», «Umělecké příběhy _. Some things in tech are shocking, but not surprising — think of a CEO of a struggling company losing their job. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Monday, November 24, 2014. The Apple v. Hardware does matter — that has been the focus of this Article — but it matters as a means to an end, to enable an interactive. My imagination conjured up six sigma black belts’ karate-chopping problems into a thousand pieces – hayaaaa!!!. Why Netflix Should Sell Ads. Indeed, that really is the real name for the "Unified Content Model": everything, in the end, is on its way to freemium. The human then chooses an option, edits it, and adds any touches they like. Political Chips. The critical breakthrough was three-fold, and, as is so often the case, the three breakthroughs were really about the same existential. TSMC said Thursday that it has set this year’s capital expenditure budget at $40 billion to $44 billion, a record high, compared with last year’s $30 billion. Apple employs what is known as a “unitary organizational form” — U-form for short — which is also known as a “functional organization. This is probably the point where my statement in the beginning, that all of these myths have a bit of truth to them that makes them believable, is the most important: a good chunk of Meta’s drawdown is justified, and the reason is Apple’s App Tracking Transparency (ATT) policy. Andreessen hardly needs an introduction: while at the University of Illinois Andreessen co-created the Mosaic web browser, which became the foundation of Netscape, the defining Internet 1. The Entertainment Goal. Recently the Apple iPhone has jumped into a virtual tie. Here is the punchline: the Metaverse already exists, it just happens to be called the Internet. Another piece of news, though, flew under the radar: yet another development in AI, which is a reminder that the only narratives that last are rooted in. President Trump on Monday blocked Broadcom’s $117 billion bid for the chip maker Qualcomm, citing national security concerns and sending a clear signal that he was willing to take extraordinary measures to promote his administration’s increasingly protectionist stance. Sheffield United starlet Oliver Arblaster sent a message to Port Vale fans from. Why Uber Fights. Good morning, From TechCrunch: Artifact, the personalized news reader built by Instagram’s co-founders, is now open to the public, no sign-up required. One of the key parts of the story was how Shopify pulled one over on Amazon seven years ago: An. Aggregation Theory should serve as a guidebook for aspiring platform companies, a warning for industries predicated on controlling distribution, and a primer for regulators. Tuesday, November 7, 2023. The critical breakthrough was three-fold, and, as is so often the case, the three breakthroughs were really about the same existential question. Ben Thompson is an American business, technology, and media analyst, who is based in Taiwan. In 1984 the Supreme Court ruled that the NCAA’s attempt to control individual universities’ college football TV rights was an illegal restraint on trade; while the lawsuit was instigated by the University of Oklahoma, it was conferences that were. And we’re seeing that impact in a number of verticals. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Both stocks are down in the face of a PC slump, but that is. We’re trying to help build a bunch of the fundamental technology and platforms (. At the time we discussed Intel’s ambitious IDM 2. Understanding the differences between Aggregators and Platforms is essential for knowing how to compete, partner with, and regulate large companies. in the following five years. I first heard about six sigma when I was a young 21-year-old Business Analyst at Mercer Management Consulting. Google I/O and the Coming AI Battles. The fact that Clubhouse makes it so easy to drop in and out of conversation is matched by how easy AirPods make it to drop into and out of audio-listening mode. Monday, September 13, 2021. Hardware does matter — that has been the focus of this Article — but it matters as a means to an end, to enable an interactive. Why Netflix Should Sell Ads. During that time the company has held 33 earnings calls; the company reported a. $345 million. 4 billion in funding; meanwhile the company has lost a cumulative $861 million in its lifetime as a public company (i. Sep 22, 2020 · 2020 Bundles. Friday, February 28, 2020. “PC guys are not going to just figure this out. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. Friday, February 21, 2020. Stripe: Platform of Platforms. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. . uthgerd skyrim