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.
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.
Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.
Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process.