Stratechery Plus

Subscribe

Learn More
Member Forum

Menu

Stratechery Plus

Subscribe

Learn More
Member Forum

Latest Podcast

Articles

  • Threads and the Social/Communications Map

    Understanding Threads and its threat to Twitter means understanding the current landscape of social media.

  • Amazon, Friction, and the FTC

    The FTC’s Amazon complaint raises some fair points in isolation, but misses the bigger picture, both in terms of Amazon specifically and the Internet generally.

  • Apple Vision

    Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.

  • Windows and the AI Platform Shift

    Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.

  • 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

    Listen to Podcast

    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