Google’s ad business looks good, but the cloud is slowing; Microsoft’s results suggest that is because the latter is winning in AI.
The UK blocks Microsoft’s Activision acquisition using a market definition that makes no sense; then, Google and Microsoft’s earnings both talked about AI, but the discussion was more favorable to Microsoft
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.
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.
An overview of Microsoft’s new Bing announcement, and an interview with Microsoft CTO Kevin Scott and OpenAI CEO Sam Altman about Microsoft and OpenAI’s partnership.
Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
Microsoft’s earnings were down: the news about PCs was encouraging, while Azure unsurprisingly felt the pain later than AWS. Anyone competing with Office 365, though, is in worse shape.
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.