Crashes and Competition
Mon 6:00am By Ben ThompsonThe recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have never made open to begin with, highlighting the challenge for regulators.The E.U. Goes Too Far
Jul 8, 2024, 2:09 pm By Ben ThompsonRecent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies.Summer Break: Week of July 1st
Jul 1, 2024, 6:00 am By Ben ThompsonStratechery is on summer break the week of July 1. There will be no Weekly Article or Updates. The next Update will be on Monday, July 8. In addition, the next episode of Dithering will be on Tuesday, July 9 and the next episode of Sharp Tech will be on…Apple Intelligence is Right On Time
Jun 10, 2024, 9:55 am By Ben ThompsonApple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.AI Integration and Modularization
May 29, 2024, 12:34 pm By Ben ThompsonBreaking down the Big Tech AI landscape through the lens of integration and modularizationWindows Returns
May 21, 2024, 5:59 am By Ben ThompsonMicrosoft held its most compelling Windows' event in years, because Windows is no longer the center of the company.The Great Flattening
May 13, 2024, 6:26 am By Ben ThompsonApple'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 and Reasonable Doubt
Apr 29, 2024, 10:30 am By Ben ThompsonMeta 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 and Open
Apr 23, 2024, 11:32 am By Ben ThompsonMeta 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.MKBHDs For Everything
Apr 16, 2024, 11:25 am By Ben ThompsonMarques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.
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