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.
Follow up on AI’s impact on Google, and the weird relationship between OpenAI and Microsoft
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.
More AI developments, first in terms of iPhone apps and Stable Diffusion, and the Apple Silicon optimizations. Then, open questions about the AI market going forward.
Understanding Nvidia’s earnings, including its exploding inventory, China prospects, and public cloud partnerships
Does AI spend build a moat, or is it a commodity? Then, Microsoft and Amazon deliver on the promise of cloud computing, even if it is costly.
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.