Stratechery

Apple's iPad ad might not have been good for Apple, but it was a profound encapsulation of what has happened on the Internet; the question is what it leads to next.

Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium term, but the long-term bet on Mark Zuckerberg still seems worth making.

Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn't desperation: it's smart strategy that understands Meta's true differentiation.

Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.

Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale advantage and is determined to use it.

Apple is being sued by the DOJ, but most of the complaints aren't about the App Store. I think, though, Apple's approach to the App Store is what led to this case.

Nvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia's need to dig a new kind of software moat.

A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI

The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down.

OpenAI's new video model and a new chip for Groq are important developments in not just AI but also virtual reality.