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Latest Podcast

Articles

  • From Bing to Sydney

    More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.

  • The Four Horsemen of the Tech Recession

    Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency

  • Stratechery Plus Adds Greatest Of All Talk

    Announcing the newest addition to the Stratechery Plus bundle: Greatest of All Talk, a podcast about basektball, life, and national parks.

  • Netflix’s New Chapter

    Netflix waited out Blockbuster with better economics, and it’s seeking to do the same with its competitors today; the key to the company’s differentiation, though, is increasingly creativity, not execution.

  • AI and the Big Five

    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.

  • The 2022 Stratechery Year in Review

    The most popular and most important posts on Stratechery in 2022.

  • Consoles and Competition

    Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.

  • AI Homework

    The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.

  • Narratives

    What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.

  • Stratechery Plus Adds Sharp China with Sinocism’s Bill Bishop

    Stratechery Plus is expanding to include Sharp China with Sinocism’s Bill Bishop