More on the power of creators, and then an interview with Nathan Hubbard about Taylor Swift and the future of music.
Nvidia Grace, GPU Use Cases, ARM and Integration
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
Microsoft Buys Nuance, Understanding Nuance, In the Loop
Microsoft’s Nuance acquisition gets the company winning technology and access to health data it would be locked out from otherwise.
An Interview with Dan Wang About China, the U.S., and Technology
Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.
Spotify Acquires Locker Room, Anchor Versus Clubhouse, Spotify’s Threat
Spotify has acquired Locker Room, the sports-centric Clubhouse competitor. Clubhouse should be very nervous.
Intel Unleashed, Gelsinger on Intel, IDM 2.0
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.
Interviews with Patrick Collison, Brad Smith, Thomas Kurian, and Matthew Prince on Moderation in Infrastructure
Interviews with Patrick Collison, Brad Smith, Thomas Kurian, and Matthew Prince about Moderation in Infrastructure
Moderation in Infrastructure
Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process.
The Roblox Microverse
Roblox is something new and interesting that abstracts away the platforms underneath it.
Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain
AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.