Elon Dreams and Bitter Lessons
Oct 15, 2024, 12:12 pm By Ben ThompsonSpaceX's triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving carsEnterprise Philosophy and The First Wave of AI
Sep 24, 2024, 7:45 am By Ben ThompsonThe first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.Boomer Apple
Sep 10, 2024, 9:27 am By Ben ThompsonApple is well and truly a services company; hardware is necessary but insufficient for future growth.Intel Honesty
Sep 3, 2024, 9:36 am By Ben ThompsonThe best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.Integration and Android
Aug 14, 2024, 9:52 am By Ben ThompsonThe most important takeaway from Google's Pixel event is that it is Android that matters most, and Google's integration with Android is worth preserving if the goal is spurring innovation.Friendly Google and Enemy Remedies
Aug 6, 2024, 2:04 pm By Ben ThompsonThe DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.Crashes and Competition
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.
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