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  • Aggregator’s AI Risk

    Mar 4, 2024, 10:44 am By Ben Thompson
    A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
  • Gemini and Google’s Culture

    Feb 26, 2024, 10:38 am By Ben Thompson
    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.
  • Sora, Groq, and Virtual Reality

    Feb 20, 2024, 9:52 am By Ben Thompson
    OpenAI's new video model and a new chip for Groq are important developments in not just AI but also virtual reality.
  • The Apple Vision Pro

    Feb 6, 2024, 9:00 am By Ben Thompson
    The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
  • Intel’s Humbling

    Jan 30, 2024, 8:31 am By Ben Thompson
    Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and execution a decade ago; the company, though, appears to be headed in the right direction, as evidenced by its execution and recent deal with UMC.
  • The Apple Vision Pro’s Missing Apps

    Jan 22, 2024, 10:59 am By Ben Thompson
    The Apple Vision Pro is missing some important apps, and it seems likely that Apple's App Store policies played a part. Might the company respond by doubling down with Disney?
  • The New York Times’ AI Opportunity

    Jan 8, 2024, 12:20 pm By Ben Thompson
    The New York Times is suing OpenAI, but it is the New York Times that stands to benefit the most from large language models, thanks to its transformation to being an Internet entity.
  • Holiday Break: December 25th to January 5th

    Dec 22, 2023, 2:25 am By Ben Thompson
    Stratechery is on holiday from December 25, 2023 to January 5, 2024; the next Stratechery Update will be on Monday, January 8. In addition, the next episode of Sharp Tech will be on Monday, January 8, the next episode of Dithering will be on Tuesday, January…
  • The 2023 Stratechery Year in Review

    Dec 21, 2023, 6:43 am By Ben Thompson
    The most popular and most important posts on Stratechery in 2023.
  • Google’s True Moonshot

    Mon 10:54am By Ben Thompson
    Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.