Articles

  • Google I/O and the Coming AI Battles

    Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.


  • The Unified Content Business Model

    Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.


  • AI, NIL, and Zero Trust Authenticity

    AI-generated content is not going to harm those with the capability of breaking through: it will make them stronger, aided by Zero Trust Authenticity


  • ChatGPT Gets a Computer

    It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.


  • The End of Silicon Valley (Bank)

    Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself.


  • What the NBA Can Learn From Formula 1

    Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating


  • 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.