2025
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Google I/O, The Search Funnel, Product Possibilities
Google I/O was impressive and overwhelming, but the only product that impressed was Search.
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The Agentic Web and Original Sin
Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.
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An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism
An interview with Nvidia CEO Jensen Huang about new problems, including chip controls and China, and new opportunities, including AI Factories and enterprise pragmatism.
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2025.20: Product Dreams and Marketplace Realities
The best Stratechery content from the week of May 12, 2025, including Airbnb and the limits of Founder Mode, Inside the NBA lottery in Chicago, and femtoseconds.
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Airbnb’s New App, Experiences and Services, Chesky’s Founder Mode
Airbnb has a new app with new offerings for experience and services; I’m not sure the economics make sense for either.
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OpenAI Restructuring, Microsoft’s Rights, Simo and Windsurf
OpenAI is tying up all its loose ends in preparation for being the user interface for AI
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2025.19: Platforms and Their Privileges
The best Stratechery content from the week of May 5, 2025, including Apple as an object in platform dominance, a podcast for everyone but Celtics fans, and a word about trade and data.
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An Interview with SAP CEO Christian Klein About Enterprise AI
An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.
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Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings
Microsoft and Amazon are approaching AI differently, in ways that reflect their core capabilities.