Vacation: March 31st to April 3rd
Mon 10:38am By Ben ThompsonStratechery is on vacation from March 31 to April 3; the next Stratechery Update will be on Monday, April 7. There will be still be one Sharp Tech episode on Monday, March 31, and one Dithering episode on Tuesday, April 1. The full Stratechery posting schedule…An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
Thu 6:18am By Ben ThompsonAn interview with Snowflake CEO Sridhar Ramaswamy about taking over Snowflake, focusing on product, and competing in AI.OpenAI’s New Image Model, Graphic Design and Google, More on Security
Mar 26, 2025, 10:40 am By Ben ThompsonOpenAI's new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.The Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus…
Mar 25, 2025, 8:05 am By Ben ThompsonThe Trump administration's Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in transparency.YouTube TV, Wiz, and Why Monopolies Buy Innovation
Mar 24, 2025, 11:02 am By Ben ThompsonGoogle could aggregate TV, but it might not have the product capability; that's a convoluted way of explaining why buying Wiz is a good ideaAn Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
Mar 20, 2025, 5:51 am By Ben ThompsonAn interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier
Mar 19, 2025, 7:30 am By Ben ThompsonJensen Huang's GTC keynote was a compelling argument in favor of Nvidia's position relative to ASICs when it comes to inference.Intel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence
Mar 18, 2025, 8:52 am By Ben ThompsonIntel's new CEO casts Pat Gelsinger's tenure and firing in a new light: was Intel's problem simply bad execution?Metallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI
Mar 17, 2025, 8:52 am By Ben ThompsonMetallica on the Vision Pro was cool, but ultimately disappointing, and symbolic of Apple's need to control everything.An Interview with Tailscale Co-Founder and CEO Avery Pennarun
Mar 13, 2025, 6:01 am By Ben ThompsonAn interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and how he’s been learning to build a New Internet his whole life.
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