March 2022
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Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
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An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
It took a few moments to realize what was striking about the opening video for Nvidia’s GTC conference: the complete absence of humans. That the video ended with Jensen Huang, the founder and CEO of Nvidia, is the exception that accentuates the takeaway. On the one hand, the theme of Huang’s keynote was the idea […]
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An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
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Vacation March 21-24, 2022
Stratechery will be on vacation from March 21-24. The next Update will be on March 28.
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iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
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More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
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Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.