The Supreme Court declined to hear the Apple Epic case, which means the injunction against Apple’s ban on steering links in apps goes into effect. Apple’s response, though, shows that nothing will change (and no one should be surprised).
An Interview with Nat Friedman and Daniel Gross About the Human Component of AI
An interview with Nat Friedman and Daniel Gross about the human component of AI, OpenAI drama, Nvidia, Goole, Apple, and predictions for 2024.
Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
Epic won its antitrust case against Google, which shouldn’t be a surprise to Stratechery readers: the situation is very different than Apple. What matters most in the decision, though, is tying.
An Interview with Roblox CEO David Baszucki About Advertising and AI
An interview with Roblox CEO David Baszucki about advertising, AI, and expanding the business in the wake of the pandemic.
AWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
More on AWS:reInvent, as the day’s second keynote focused primarily on AI. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider.
The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge
More updates on the OpenAI saga, including the problematic board. Then, Microsoft unveils new chips, and is creating an AI platform that looks a lot like Microsoft’s other platforms.
Microsoft’s Surface AI Event, The New Microsoft, The Old Microsoft
Microsoft’s Surface event was actually an AI event. It both showed how different Microsoft it, and how it hasn’t changed at all.
An Interview with Anduril Founder and CEO Brian Schimpf About Software and the Military
An interview with Anduril founder and CEO Brian Schimpf about why now is the time for a software-based defense contractor, despite software’s bad fit with the military procurement process.
Unity’s Business Model Change, Unity’s Strategy, Unity Leadership Questions
Unity announced a sudden change to its business model. It makes some sense, but the implementation and communication were terrible, which is becoming a pattern.
An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.