Daily Update
Archive of Daily Emails for Stratechery Members
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An Interview with Salesforce CEO Marc Benioff about AI Abundance
An interview with Salesforce Founder and CEO Marc Benioff about founding Salesforce, building an enterprise platform, and why that puts Salesforce in the best position to build AI agents.
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Netflix Earnings, Netflix Maintenance, Netflix’s Venture Model
Netflix’s margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its lead, thanks to getting to scale first.
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Stripe Acquires Bridge, Stablecoins, Platform of Platforms
Stripe acquired Bridge, a company that builds infrastructure around stablecoins. Is this how crypto becomes a new payment rail?
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TSMC Earnings, Margins and Arizona, ASML and Peak Lithography
TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs are struggling
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Intel and AMD to Collaborate on x86, A History of Intel and AMD, ARM and AI
Intel and AMD are coming together to evolve x86; this is a shock given their history, but not a surprise given their reality.
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Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines
Tesla has a Robotaxi event, and its current self-driving software is impressive. It’s still Level 2, though, and has a long way to go to match Waymo. Starlink, meanwhile, is an example of how Musk alters market structure to win.