Social
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A Conversation With Ari Emanuel About Entertainment and AI
A conversation with Hollywood super-agent Ari Emanuel about his memoir, the impact of AI on Hollywood, and the power of a phone call.
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An Interview with Katie Harbath About Disrupting Politics at Facebook
An interview with former Facebook Head of Global Elections Katie Harbath about her new book Disrupting Politics, and how things change for the company in the 2010s.
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Apps, Agents, and Aggregation
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech’s biggest prize.
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Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
Meta’s settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off.
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An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
An Interview with Eric Seufert about building models for generative AI, why Meta’s foundational models are so important, and why understanding advertising leads to optimism about humanity’s future.
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An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).
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Data Center Discontent, Understanding the Opposition, Fixing the Problem
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.
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ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models
ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms.
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Resiliency and Scale
Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency.
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Sora, AI Bicycles, and Meta Disruption
Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.

