2023

Twitter Timelines, Azure and OpenAI, Apple and China

Wednesday, January 18, 2023

Introducing the Greatest Of All Talk, a new addition to the Stratechery Plus bundle. Then, more on Twitter and Microsoft/OpenAI, plus the Financial Times covers Apple and China.

TSMC Earnings, Geographic Flexibility, The 7nm Question

Tuesday, January 17, 2023

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TSMC’s earnings, even when disappointing, show how strong the company’s position is. Still, there are open questions about using leading edge capacity in the future.

Twitter Kills Third-Party Clients, Twitter’s Tortured History With 3rd-Party Apps, The Twitter Files Business Model

Monday, January 16, 2023

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Twitter’s decision to kick-off third party clients is classic Musk; it also gives a signal as to Twitter’s business model focus going forward.

Meta’s EU Fine; First-Party versus Third-Party Data, Redux; The EU’s First Party Imposition

Wednesday, January 11, 2023

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The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.

More on Google and AI; OpenAI, Integration, and Microsoft

Tuesday, January 10, 2023

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Follow up on AI’s impact on Google, and the weird relationship between OpenAI and Microsoft

AI and the Big Five

Monday, January 9, 2023

Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.

NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

TSMC Earnings, Geographic Flexibility, The 7nm Question

More on Google and AI; OpenAI, Integration, and Microsoft

AI and the Big Five

NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

How Tim Cook Changed Apple

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

AI Hardware, Meta Display, Redefining VR and AR

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

NAW and CJ and CA CAWWWWW, DEFCON 2 for Jokic and the Nuggets, Notes on OKC, Toronto, and VJ Edgecombe

How Tim Cook Changed Apple

(Preview) Xi Wants the Strait of Hormuz Re-Opened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50