Stratechery logo Stratechery

  • Apple Vision

    Tue 8:26am By Ben Thompson
    Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.
  • Windows and the AI Platform Shift

    May 24, 2023, 9:58 am By Ben Thompson
    Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
  • Google I/O and the Coming AI Battles

    May 15, 2023, 6:08 am By Ben Thompson
    Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.
  • The Unified Content Business Model

    May 2, 2023, 8:42 am By Ben Thompson
    Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.
  • AI, NIL, and Zero Trust Authenticity

    Apr 17, 2023, 11:52 am By Ben Thompson
    AI-generated content is not going to harm those with the capability of breaking through: it will make them stronger, aided by Zero Trust Authenticity
  • ChatGPT Gets a Computer

    Mar 27, 2023, 11:02 am By Ben Thompson
    It's possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.
  • The End of Silicon Valley (Bank)

    Mar 13, 2023, 8:01 am By Ben Thompson
    Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself.
  • What the NBA Can Learn From Formula 1

    Feb 28, 2023, 11:47 am By Ben Thompson
    Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating
  • From Bing to Sydney

    Feb 15, 2023, 8:21 am By Ben Thompson
    More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
  • The Four Horsemen of the Tech Recession

    Feb 6, 2023, 9:16 am By Ben Thompson
    Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple's App Tracking Transparency