Uber appears to finally have the upper hand in its battle with Lyft, thanks to its focus on drivers; this shows they were never an Aggregator in the first place.
Daily Update
Archive of Daily Emails for Stratechery Members
Substack Notes, Twitter Blocks Substack, Substack Versus Writers
Substack launched a Twitter competitor, and Twitter responded, in a predictable way. The real losers were writers, who were bound to be de-prioritized by Substack eventually.
Vacation: April 3rd to April 7th
Stratechery is on vacation from April 3, 2023 to April 7, 2023; the next Stratechery Update will be on Monday, April 10. There will be no episodes of Dithering, Sharp Tech or Sharp China. Greatest of All Talk plans to publish normally. The full Stratechery posting schedule isSubscribe to Stratechery Plus to receive full access […]
An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution
An interview with Daniel Gross and Nat Friedman about the AI product explosion, OpenAI’s emergence as a consumer tech company, Microsoft’s aggressiveness, open source and Apple, and both the risks and opportunities of AI.
Replit and Google, The Google Perspective, Twitter’s Bad Idea
The Replit-Google deal is an obvious one for Replit, but it’s much more important than Google — who didn’t go far enough. Then, Musk’s latest Twitter idea makes no sense.
[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs
OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.
An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia’s new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.
Nvidia GTC, DGX Cloud, Nvidia’s Partners
The most interesting announcement at Nvidia’s GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia
Apple and AI, Lobotomized Lovers, XR Companions
Apple’s biggest AI opportunities likely lie in local models, but that raises questions about the degree to which Apple will allow truly open experiences.
Microsoft Office AI, Copilot and Tech’s Two Philosophies, Business Chat and Appropriate Fear
Microsoft just delivered the most compelling AI demo yet with its Office Copilots and Business Chat; Silicon Valley should wake up to the threat this new Microsoft represents.