Ben Thompson
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An Interview with Mark Zuckerberg about the Metaverse
This interview was conducted on Tuesday, two days before the Facebook Connect keynote where Zuckerberg unveiled his vision for the metaverse, and announced his company’s new name: Meta. There were no limitations on the interview; it was my choice to focus on the company’s new vision and not the current controversies about Facebook. This interview […]
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Announcing Sharp China With Sinocism’s Bill Bishop
Announcing a new podcast for Stratechery Plus subscribers: Sharp China With Sinocism’s Bill Bishop.
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An Interview with Dan Wang About the China Chip Ban
An Interview with Dan Wang about the China chip ban, the Party Congress, and China and his views of China have changed over time.
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Google Earnings, Gaming’s Warning Light, Google’s Costs
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
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Chips and China
Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
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An Interview With Replit Founder Amjad Masad
An interview with Amjad Masad, the co-founder and CEO of Replit about Replit’s long-term potential, Masad’s background growing up in Jordan and how that made him a fighter, whether Replit has a future in the enterprise, and coding with AI.