Twitter Timelines, Azure and OpenAI, Apple and China

Introducing the Greatest Of All Talk, a new addition to the Stratechery Plus bundle. Then, more on Twitter and Microsoft/OpenAI, plus the Financial Times covers Apple and China.

AI and the Big Five

Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.

Netflix Earnings, Microsoft and Netflix’s Ad Deal

Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner

Thin Platforms

The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms