Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
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 […]
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
Stratechery will be on vacation from March 21-24. The next Update will be on March 28.
If businesses are subject to Aggregation Theory, then so are ideas: this is the root of the “The Current Thing” meme, and it should drive a re-evaluation of how we think about moderating content on the Internet.
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Shopify partners with Shippo, and Shippo founder Lauren Behrens Wu explains what Shippo is and why she is passionate about shipping.
Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.