Stratechery is on holiday from December 25, 2023 to January 5, 2024; the next Stratechery Update will be on Monday, January 8. In addition, the next episode of Sharp Tech will be on Monday, January 8, the next episode of Dithering will be on Tuesday, January 9. Sharp China will also return the week of […]
2023
The 2023 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2023.
Adobe Abandons Figma Acquisition; The Neo-Brandeis Movement’s Missed Opportunity; First, Do No Harm
The Adobe-Figma acquisition probably shouldn’t have gone through; that the right outcome was achieved for arguably the wrong reasons, though, is concerning for the long run of tech innovation.
Apple Watch Import Ban, Apple v Masimo, Apple’s Response
Apple Watches are facing an import ban; the relevant court cases seem reasonable on all sides, and the Biden administration should let them play out.
Google’s True Moonshot
Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.
An Interview with Nat Friedman and Daniel Gross About the Human Component of AI
An interview with Nat Friedman and Daniel Gross about the human component of AI, OpenAI drama, Nvidia, Goole, Apple, and predictions for 2024.
Netflix’s Data Drop, Power Laws, Netflix’s Motivations
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.
Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
Epic won its antitrust case against Google, which shouldn’t be a surprise to Stratechery readers: the situation is very different than Apple. What matters most in the decision, though, is tying.
Google Gemini; Performance, Infrastructure, and Integration; Apple MLX
Google’s Gemini launched with a demo that misrepresented its capabilities, which seems like a bizarre decision given that Gemini seems capable enough on its own, and also demonstrates Google’s ability to integrate from silicon to model.
An Interview with Michael Nathanson About a Tumultuous Year in Media
An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.