Daily Update
Archive of Daily Emails for Stratechery Members
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An Interview with Midjourney Founder David Holz about Generative AI, VR, and Silicon Valley
An interview with Midjourney founder and CEO David Holz about his journey to Silicon Valley, his work on Leap Motion and VR, and the creation, business, and underlying technology of Midjourney and generative AI.
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China Chip Ban Clarifications; Nvidia’s A800; China, Intel, and Tower
The clarifications of the China Chip Ban were in-line with expectations, and Nvidia’s workaround is similarly unsurprising. China’s means of retaliation, though, may hit Intel.
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Spotify Earnings, Spotify Exclusives, Spotify vs. Apple
Spotify’s earnings were solid, although I am more skeptical of its podcast exclusive strategy than ever. Plus, Apple continues to act anti-competitively, this time in e-books.
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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.