Stratechery

Meta 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.

Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.

Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale advantage and is determined to use it.

Apple is being sued by the DOJ, but most of the complaints aren't about the App Store. I think, though, Apple's approach to the App Store is what led to this case.

Nvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia's need to dig a new kind of software moat.

A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI

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.

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 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 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.