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Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
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The Innovator’s Dilemma
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Subscriber’s Daily Update
Wednesday, November 29, 2023
AWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
Tuesday, November 28, 2023
AWS:reInvent, Serverless and the Smiling Curve, AI Services
Monday, November 27, 2023
Sam Altman Back at OpenAI, Q*, Going Forward
Tuesday, November 21, 2023
The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge