Stratechery is on holiday from December 26, 2022 to January 5, 2023; the next Stratechery Update will be on Monday, January 9. In addition, the next episode of Sharp Tech will be on Monday, January 9, and the next episode of Dithering will be on Tuesday, January 10. Sharp China will return the week of […]
An interview with Daniel Gross and Nat Friedman about ChatGPT and the near-term future of AI, Apple’s huge opportunity, the importance of bias, and the GPU paradox.
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
The most popular and most important posts on Stratechery in 2022.
Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.
An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place
The impact of the Digital Markets Act on App Stores and messaging.
Apple announced end-to-end encryption for iCloud, even as it officially abandoned its on-device CSAM-scanning approach; the details of its plan leave open the door for scanning in the cloud.
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
An interview with Coinbase founder and CEO Brian Armstrong about FTX, the value (or not) of crypto, and whether or not this current downturn is different.