Sync the audio file to an iPod. I opened 2017’s Defining Aggregators by stating:. The Information reported over the weekend that Netflix executives have told employees to keep an eye on the bottom line: In two separate meetings over the past few weeks, Netflix executives cautioned employees to be more mindful about spending and hiring, according to three people. Scott Belsky, welcome to Stratechery. Parag Agrawal, Twitter’s chief technology officer, will take over the helm, the company said Monday. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. With the loss of friction, there is necessarily the loss of everything built on friction, including value, privacy, and livelihoods. Back to the Future. Wednesday, January 4, 2017. Nvidia’s stock, already the top performer in the S&P 500 this year, rose 7. Moreover, I can’t imagine ever not paying — Stratechery LLC is already tied into 4 other companies, and that number will only. We should accelerate innovation, not attenuate it. This is ultimately the most important distinction between platforms and Aggregators: platforms are powerful because they facilitate a relationship between 3rd-party suppliers and end users; Aggregators, on the other hand, intermediate and control it. Dithering and Open Versus Free. Apr 18, 2022 · Twitter’s Reality. Monday, May 15, 2023. One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic. Jun 6, 2023 · Apple Vision. Dithering and Open Versus Free. 0 company. She writes: America’s big tech companies have achieved their level of dominance in part based on two strategies: Using Mergers to Limit Competition. Cloudflare’s Disruption. $345 million. Moore revised his prediction 10 years later to be a doubling every two years, which held until the last decade or so, when it has slowed to a doubling about every three years. A prompt for writing this piece is a conference I will be participating in tomorrow entitled Antitrust in Times of Upheaval — A Global Conversation; you can livestream the conference here. I am speaking, of course, about Apple’s new mixed reality. When I called the current status quo The End of the Beginning, it turns out “The Beginning” I was referring to was History. Copy over the audio file from the podcatcher into iTunes. 4 billion in funding; meanwhile the company has lost a cumulative $861 million in its lifetime as a public company (i. First, Twitter’s current fully integrated model is a financial failure. The company said revenue more than doubled in its fiscal second quarter to about $13. Tuesday, June 16, 2020. The Daily Update Podcast is the audio version of the Daily Update. Indeed, it is Nvidia’s stock that is probably the single most important factor in this deal. Wednesday, March 11, 2020. And while I’m here, it’s possible that UFOs exist. This is probably the point where my statement in the beginning, that all of these myths have a bit of truth to them that makes them believable, is the most important: a good chunk of Meta’s drawdown is justified, and the reason is Apple’s App Tracking Transparency (ATT) policy. Thursday, February 24, 2022. This sounds hyperbolic, but I feel like I had the most surprising and. Stratechery | 9,578 followers on LinkedIn. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura Behrens Wu, and Shishir Mehrotra; and discussions with fellow. Shares of Twitter closed down 2. To receive it in your podcast player, visit Stratechery. Monday, April 4, 2022. This is why I suspect that Internet 2. Feb 23, 2023 · Thursday, February 23, 2023. Zillow, Aggregation, and Integration. Good morning, Today’s Stratechery Interview — and the last Interview of the summer — is with Marc Andreessen. Banks are, at their core, facilitators: depositors lend their money to a bank, for which they are paid interest, and banks lend that money out, again for interest. The service will be called R2 — “one less than S3,” quipped Cloudflare CEO. Tuesday, June 6, 2023. Listen to the latest episodes of Exponent Podcast, a weekly show with James Allworth. To receive it in your podcast player, visit Stratechery. Dithering covers some of the same topics as Stratechery — the Dithering. To receive it in your podcast player, visit Stratechery. Sixteen years on from the PowerPC-to-Intel transition, and Apple’s software differentiation is the smallest it has been since the dawn of OS X. I thought of the latter at the conclusion of last Sunday’s 60 Minutes report on Google:. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google I/O, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apple's iOS introductions at WWDC). The post covers topics such as Office 365, Azure, Teams, Meta, and the Metaverse, and how they fit into Microsoft's new reality. $345 million. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. said Monday it would buy Plaid Inc. 74% on the day. This gives Stripe’s platform users powerful APIs to embed. Wednesday, January 4, 2017. The company had huge losses in the third quarter as it sold inventory at steep discounts and discounted the value of what it still had in stock; the. Stratechery now also supports Dithering, a new podcast from Ben Thompson and John Gruber. SB: Thanks for having me. Find ratings and reviews for the newest movie and TV shows. Thursday, December 3, 2020. Spotify, Netflix, and Aggregation. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The Uber Dilemma. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Scott Belsky, welcome to Stratechery. That map came out of an Article called The Multitudes of Social that argued that social media was not a single category destined to be won by a single app, and that Facebook could never “own social”: The very idea of owning social is a fool’s errand. This was originally sent as a subscriber-only Update. $345 million. Huawei's new smartphone with a 7nm chip shouldn't be a surprise; understanding why explains why the U. You have almost certainly seen this chart about newspaper advertising revenue since World War II: The obvious takeaway is that the Internet killed what had been a profitable and growing business; what is interesting, though, is that circulation numbers tell a somewhat different story:. Apple is both straight-forward and predictable; I wrote that the iPhone company would likely win when the lawsuit was filed, and argued that the law was firmly on Apple’s. Stratechery is a website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Perhaps it’s a race, and one boat is winning — until it isn’t, of course. Thursday, March 17, 2022. Facebook's reckoning with ATT finally arrived, and the results are inconclusive. Tuesday, June 13, 2017. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Tucked into the last day of WWDC was a session on podcasting, and it contained some big news for the burgeoning industry. Many have argued that these announcements are related. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. The TikTok War. Monday, July 21, 2014. Par Pierre de Gasquet. Thursday, February 24, 2022. Monday, May 15, 2023. Amon first joined Qualcomm in 1995 as an engineer, and in 2021 became only the 4th chief executive in Qualcomm’s history. What matters most in the decision, though, is tying. You have almost certainly seen this chart about newspaper advertising revenue since World War II: The obvious takeaway is that the Internet killed what had been a profitable and growing business; what is interesting, though, is that circulation numbers tell a somewhat different story:. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Google and Ambient Computing. Neither are quite right. Zero marginal costs. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. ; what made me pull the plug on the latter was my last company speaking gig, with Google in November 2015 (I have always disclosed this on my About page ). Today, Stratechery is a powerhouse shaping the thoughts and conversation of the entire technology industry around the world at the highest levels. 0, despite its economic logic predicated on the technology undergirding the Internet, is not the end-state. Alexa: Amazon’s Operating System. Tuesday, November 7, 2023. When I called the current status quo The End of the Beginning, it turns out “The Beginning” I was referring to was History. Wednesday, January 5, 2022. Thursday, March 9, 2023. Tuesday, November 7, 2023. This is an unofficial fan subreddit with no. Oct 18, 2022 · From the beginning of Stratechery I was adamant that this was a major mistake driven by Microsoft’s inability to imagine a future without Windows at the center; from 2013’s Services, Not Devices: The truth is that Microsoft is wrapping itself around an axle of its own creation. Tuesday, April 9, 2019. It beats the shit out of the U-Stor-It. Stratechery is a blog by Ben Thompson, a technology analyst and commentator, that covers the business, strategy, and impact of technology. When it comes to the big four consumer tech companies — Microsoft’s decision to close its retail stores was the culmination of a step-back from the consumer space five years in the making — Google and Amazon have always had moats that were easier to understand. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If. Dec 3, 2020 · Stripe: Platform of Platforms. One of the most amazing things about the Internet is how it provides a level playing field for everyone: this post that you are reading was written by a single person, and it is just as accessible as an article written by the New York Times, or a proclamation issued by the President of the United. Qualcomm is most known for and widely associated with mobile phones; the problem for the company from a valuation. He is the author of Stratechery, a subscription-based newsletter /podcast. From the beginning of Stratechery I was adamant that this was a major mistake driven by Microsoft’s inability to imagine a future without Windows at the center; from 2013’s Services, Not Devices: The truth is that Microsoft is wrapping itself around an axle of its own creation. In broad strokes, a U-form organization is organized around expertise, not products: in the case of Apple, that means design is one group (under Ive), product. Tuesday, June 9, 2020. Having told a few jokes, summarized his manifesto, and acknowledged the victim of the so-called “Facebook-killer” in Cleveland, Facebook founder and CEO Mark Zuckerberg opened his keynote presentation at the company’s F8 developer conference like this: You may have noticed. The degree to which Stratechery Weekly Articles are pre-planned varies; Eddy on Twitter, though, had this article pegged: yeah or Roblox. Oct 28, 2021 · Meta. The 2020 Stratechery Year in Review. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Thursday, December 3, 2020. I previously spoke to Gelsinger in February 2022. I had no knowledge of or awareness of this reference, and have no relationship with Apple, up-to-and-including not owning their stock individually, as explained in my ethics policy. Now you could access “Moments”, to use Systrom’s parlance, in what was frankly a better format. The End of the Beginning. Shyam Sankar: Great to be here. Innovation — technology, broadly speaking — is the only way to grow the pie, and to solve the problems we face that actually exist in any sort of knowable way, from climate change to China, from pandemics to poverty, and from diseases to demographics. 74% on the day. The story of Windows’ decline is relatively straightforward and a classic case of disruption: The Internet dramatically reduced application lock-in. 74% on the day. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Stratēchery is a blog written by Ben Thompson. Dithering and Stratechery have agreed that Stratechery subscribers can “Add-on” Dithering for $3/month, instead of the normal $5/month. One could, with a bit of trouble, open a merchant account and accept credit cards; 3PL warehouses could hold inventory; UPS and Fedex could deliver your goods. First, while I presume it goes without saying, I condemn Russia’s invasion of Ukraine in the. Start with the narrowest point of view: the fact that Amazon can now sell and rent TV shows and movies on iOS devices from iPhones to iPads to Apple TV is a big win for Amazon. Stratechery is a website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Founded in 2013, Ben Thompson's $120-a-year Stratechery newsletter is beloved by tech executives and venture capitalists in Silicon. When I first went independent with Stratechery, I had a plan to make money on the side with speaking, consulting, etc. Stratechery is a website and newsletter written by Ben Thompson, a former Apple and Microsoft employee and a strategy and marketing expert. Good morning, I first spoke with Nvidia founder and CEO Jensen Huang after last March’s GTC conference, and again after last fall’s GTC; as I observe in the interview below, Nvidia’s semiannual conference frequency might seem very aggressive, but given Nvidia’s central role in AI our last talk seems like it was. This gives Stripe’s platform users powerful APIs to embed financial. Opendoor is very much in the middle of testing the thesis that homebuying can survive a market downturn. At the same time, the Gimlet Media acquisition on its own does not seem like a sustainable strategy: paying three-quarters of the amount generated in annual revenue by an entire industry for 25 or so podcasts does not scale. Monday, April 4, 2022. During that time the company has held 33 earnings calls; the company reported a. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Zero transactions. The story of Windows’ decline is relatively straightforward and a classic case of disruption: The Internet dramatically reduced application lock-in. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Recently the Apple iPhone has jumped into a virtual tie. The content is the exact same as the Daily Update on Stratechery. 3% for $630 million. Aggregation Theory is a completely new way to understand business in the Internet age. com, is hosted by Ben Thompson and James Allworth. Based on 0 reviews. To be social is to be human, and to be human is. In the lingo, this imaginary place is known as the Metaverse. But know this: I would not be talking about Bing Chat for the fourth day in a row if I didn’t really, really, think it was worth it. May 12, 2020 · Dithering and Open Versus Free. Tuesday, December 20, 2022. The concept of an operating system is pretty straightforward: it is a piece of software that manages a computer, making said computer’s hardware resources accessible to software through a consistent set of interfaces. The obvious analogy to Facebook’s announcement that it is renaming itself Meta and re-organizing its financials to separate “Family of Apps” — Facebook, Messenger, Instagram, and WhatsApp — from “Facebook Reality Labs” is Google’s 2015 reorganization to Alphabet, which separated “Google. Bob Chapek's failure was about managing expectations; expectations are why the perception of Musk's tenure have switched. Dec 5, 2023 · Stratechery is a blog by Ben Thompson, a technology analyst and commentator, that covers the business, strategy, and impact of technology. From the beginning of Stratechery I have posited that writing about tech is a way to write about everything, given the way in which the Internet is affecting every part of society. He is arguably the greatest CEO in tech history, in large part because he created three massive businesses, all of which. $345 million. Wednesday, February 15, 2023. The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution described how Airbnb and the sharing economy have. 0 company. Exponent, a production of Stratechery. First, while I presume it goes without saying, I condemn Russia’s invasion of Ukraine in the. The company was Zillow, and the stock market quickly put a price on how big of a. Spotify’s Aggregation Play. Tuesday, July 14, 2020. Exponent, a production of Stratechery. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Shares of Twitter closed down 2. 1 hour ago · Thursday, December 21, 2023 It has been over a decade of Stratechery; this is the 11th Year in Review I have published. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Drake and The Weeknd collaborated on a new song and I am told it is a banger: This video blew up on social media the day after Drake declared. The content is the exact same as the Daily Update on Stratechery. These five bits of news are presented in roughly the order they matter; Uber and Google matter most of all. This is ultimately the most important distinction between platforms and Aggregators: platforms are powerful because they facilitate a relationship between 3rd-party suppliers and end users; Aggregators, on the other hand, intermediate and control it. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society. Qualcomm is most known for and widely associated with mobile phones; the problem for the company from a valuation. From CNBC: For years, Amazon has been quietly chartering private cargo ships, making its own containers, and leasing planes to better control the complicated shipping journey of an online order. Now, as many retailers panic over supply chain. One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Tuesday, September 22, 2020. Intel and the Danger of Integration. Aggregation Theory. Over the last week, as the idea of banning TikTok in the U. Of course the freemium strategy is a good alternative; that has always been the business model here on Stratechery, both for my writing and my podcasts. Myth 4: Advertising is Dying. Back in 2004 a lot of the pieces that were necessary to run an e-commerce site existed, albeit in rudimentary and hard-to-use forms. Monday, June 27, 2022. He shares. It still seems like a company worth betting on. From CNBC: Twitter CEO Jack Dorsey is stepping down as chief of the social media company, effective immediately. With the loss of friction, there is necessarily the loss of everything built on friction, including value, privacy, and livelihoods. Matthew Prince, at the end of his prepared remarks after Cloudflare’s recent earnings report, related a story from the company’s earliest days: Back in 2010, right before Cloudflare’s first Board meeting and our launch, I got some advice from one of our early investors. The reasoning is straightforward: 30% is a lot to pay to Apple, and now Amazon doesn’t need to. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Par Pierre de Gasquet. The most interesting announcement at Nvidia's GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google I/O, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apple’s iOS introductions at WWDC). With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Two boats, and a big ocean. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Monday, June 19, 2017. Now you could access “Moments”, to use Systrom’s parlance, in what was frankly a better format. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google I/O, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apple’s iOS introductions at WWDC). Listen to the latest episodes of Exponent Podcast, a weekly show with James Allworth. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Delete the podcast from the iPod the next time you synced. Facebook has purchased potential competitors Instagram and WhatsApp. Dithering and Stratechery have agreed that Stratechery subscribers can “Add-on” Dithering for $3/month, instead of the normal $5/month. Examples can be found in the fields of robotics, 3D computer animation, and in medical fields such as burn. Aggregation Theory should serve as a guidebook for aspiring platform companies, a warning for industries predicated on controlling distribution, and a primer for regulators. The critical breakthrough was three-fold, and, as is so often the case, the three breakthroughs were really about the same existential. Opendoor is very much in the middle of testing the thesis that homebuying can survive a market downturn. Stratechery founder Ben Thompson. Myth 4: Advertising is Dying. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. gay xvids, arrons near me
Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses. . Stratechery
Disney and Charter Communications have reached an agreement that will restore popular channels, including ESPN and ABC, to the cable operator’s nearly 15 million subscribers, ending a blackout that lasted for more than a week. Zero marginal costs. Tuesday, February 25, 2020. Hardware does matter — that has been the focus of this Article — but it matters as a means to an end, to enable an interactive experience without the constraints of human capacity or the friction of actual reality. Over the last week, as the idea of banning TikTok in the U. In a June 2007 interview, again with Businessweek, Christensen reiterated that the iPod was doomed, and further predicted that the iPhone would not be successful: 1. Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried: “We’ve learned and struggled for a few years here figuring out how to make a decent phone,” he said. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. We should accelerate innovation, not attenuate it. Wednesday, April 19, 2017. Exponent, a production of Stratechery. Thursday, December 3, 2020. Apr 4, 2022 · Why Netflix Should Sell Ads. How much does Ben Thompson's Stratechery, a blog and podcast about technology and culture, earn from its content subscription business model? This article uses data from official sources, independent sources, and estimates to calculate the revenue, profit, and growth of Stratechery and its podcast Dithering. 2020 Bundles. The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship. Aggregation Theory is a completely new way to understand business in the Internet age. The Bill Gates Line. Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried: “We’ve learned and struggled for a few years here figuring out how to make a decent phone,” he said. Amon first joined Qualcomm in 1995 as an engineer, and in 2021 became only the 4th chief executive in Qualcomm’s history. Subscribe for $120/year. Formally, the law of conservation of attractive profits states that in the value chain there is a requisite juxtaposition of modular and interdependent architectures, and of reciprocal processes of commoditization and de-commoditization, that exists in order to optimize the performance of what is not good enough. Jan 18, 2022 · TSMC said Thursday that it has set this year’s capital expenditure budget at $40 billion to $44 billion, a record high, compared with last year’s $30 billion. has shifted from a fringe idea to a seeming inevitability (thanks in no small part to India’s decision to do just that ), those opposed to the idea and those in support seem to be talking past each other. Apple is both straight-forward and predictable; I wrote that the iPhone company would likely win when the lawsuit was filed, and argued that the law was firmly on Apple’s. There is, though, a common thread: digital. In December 2016, when then-President-elect Donald Trump summoned tech leaders to Trump Tower for a roundtable discussion, there was considerable debate about whether or not executives like Amazon’s Jeff Bezos, Google’s Larry Page, Apple’s Tim Cook, and Microsoft’s Satya. The content is the exact same as the Daily Update on Stratechery. Tuesday, April 9, 2019. Aggregation Theory is a completely new way to understand business in the Internet age. And I heard a voice in the midst of the four beasts say, A measure of wheat for a penny, and three measures of. E-commerce was an area where we saw a meaningful slowdown in growth in Q4. In the case of Amazon that has meant controlling the website where customers order goods — Amazon. Google’s True Moonshot. Tuesday, June 6, 2023. ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat. Apple 3. Ben Thompson, a smart analyst and thinker on media and technology, self-published his Stratechery blog and newsletter from Taiwan, where he lives. Mar 20, 2023 · With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Tuesday, May 9, 2017. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Jul 14, 2020 · The TikTok War. She writes: America’s big tech companies have achieved their level of dominance in part based on two strategies: Using Mergers to Limit Competition. Just look at the title: The misplaced optimism is twofold: first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to. Dithering and Open Versus Free. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. The 2020 Stratechery Year in Review. In this program we seek to explore the massive effect technology is. This Daily Update Interview is also available as a podcast. If you already have a subscription, sign in. James Allworth is the co-author with Clay Christensen of How Will You Measure Your Life and a writer for the Harvard Business Review. While it has been only 11 days since Russia invaded Ukraine, it is already clear that the long-term impact on the tech industry is going to be substantial. I wrote in the introduction:. Good morning, I first spoke with Nvidia founder and CEO Jensen Huang after last March’s GTC conference, and again after last fall’s GTC; as I observe in the interview below, Nvidia’s semiannual conference frequency might seem very aggressive, but given Nvidia’s central role in AI our last talk seems like it was. Netflix's earnings seemed targeted at other Hollywood Studios losing money on streaming; then, why gaming isn't a completely terrible idea (and how it works in the App Store) Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. More on AWS:reInvent, as the day's second keynote focused primarily on AI. Perhaps it’s a race, and one boat is winning — until it isn’t, of course. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The website offers a series of concepts that help readers understand the key ideas and trends in various fields of business and technology, such as aggregation theory, incentives, media, and more. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. Neither are quite right. Distribution and Demand. Aggregators seek to serve the maximum number of consumers. The effect, though, is consistent: Amazon. It was around this time that cracks were first starting to appear. Today Stripe is announcing Stripe Treasury; from the company’s press release: Stripe, the technology company building economic infrastructure for the Internet, today announced that it is launching Stripe Treasury. The latest tweets from @stratechery. Tuesday, June 6, 2023. 2023 à 9:00. Now, as many retailers panic over supply chain. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine! If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Thursday, October 28, 2021. Some things in tech are shocking, but not surprising — think of a CEO of a struggling company losing their job. Hardware does matter — that has been the focus of this Article — but it matters as a means to an end, to enable an interactive experience without the constraints of human capacity or the friction of actual reality. Jul 11, 2019 · This is the key paragraph: This is ultimately the most important distinction between platforms and Aggregators: platforms are powerful because they facilitate a relationship between 3rd-party suppliers and end users; Aggregators, on the other hand, intermediate and control it. Apple 3. The post covers topics such as Office 365, Azure, Teams, Meta, and the Metaverse, and how they fit into Microsoft's new reality. Listen to the latest episodes of Exponent Podcast, a weekly show with James Allworth. Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance. Other news, though, is shocking and surprising, and Google’s February keynote in Paris — which. A bank is profitable if the interest rate they charge for loans is greater than the interest rate they pay to depositors. Good morning, Intel has been one of the companies I have focused on from the very beginning of Stratechery. The biggest story in tech not just this year but, I would argue, since the advent of mobile and cloud computing, was the emergence. Find ratings and reviews for the newest movie and TV shows. Strength: The App Store. He explains how he built a niche audience of 1,000 subscribers in 30 countries with his insights on technology and business strategy. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. Jun 29, 2023 · Good morning, Today’s Stratechery Interview — and the last Interview of the summer — is with Marc Andreessen. Stratechery is innocently built on his website as the business strategy and impact of technology. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. There were also big stories about the tech industry itself, from a bank failure to board room drama. View 1: A Win for Amazon. Tuesday, September 22, 2020. This was originally sent as a subscriber-only Update. Shopify’s Evolution. Stratechery by Ben Thompson is a blog that covers topics such as AI, innovation, media, and business. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. This is all build-up to my proposal for what Musk — or any other bidder for Twitter, for that matter — ought to do with a newly private Twitter. Tuesday, July 21, 2015. The website offers a series of concepts that help readers understand the key ideas and trends in various fields of business and technology, such as aggregation theory, incentives, media, and more. Monday, August 29, 2022. The sandwich workflow is very different from how people are used to working. Gaming and the Smiling Curve. Two boats, and a big ocean. Qualcomm is most known for and widely associated with mobile phones; the problem for the company from a valuation. The strategic role of 3rd-party apps has shifted over time: once a differentiator for iOS, Android has largely reached parity, and apps are now table stakes. He’s in a computer-generated universe that his computer is drawing onto his goggles and pumping into his earphones. If the famous Jim Barksdale quote is to be believed — the one about there only being two ways to make money in business, bundling and unbundling — then I am long past due for a follow-up to 2017’s The Great Unbundling. Thursday, December 3, 2020. Banks are, at their core, facilitators: depositors lend their money to a bank, for which they are paid interest, and banks lend that money out, again for interest. More on AWS:reInvent, as the day's second keynote focused primarily on AI. It beats the shit out of the U-Stor-It. I also launched Passport, the new back-end for Stratechery and Dithering, the twice-a-week for-pay podcast I host with John Gruber; Passport remains under development, so stay tuned for updates in 2022. I am speaking, of course, about Apple’s new mixed reality. Two of the more famous military sayings are “Generals are always preparing to fight the last war”, and “Never interrupt your enemy while he is making a mistake. Stratechery is a blog and podcast platform by Ben Thompson, a technology analyst and investor. com or that you receive via email, but now you can listen to it in your favorite podcast player. . video downloader instagram