An interview with Intel CEO Pat Gelsinger about his IDM 2.0 strategy, partnering with TSMC, the Tower Semiconductor acquisition, and learning from AMD's success
Intel has been one of the companies I have focused on from the very beginning of Stratechery. Tweets: @ntaylor963 Tweets: Nathan Taylor / @ntaylor963 : Ben Thompson interview of Intel CEO Pat Gelsinge...
With Meta handicapped by Apple's ATT privacy changes, Shopify should step up to provide substitute functionality and build its own advertising network
Tobi Lütke, who famously started Shopify when he realized that the software he built to run his snowboard shop was a much bigger opportunity … Tweets: @cramforce , @modestproposal1 , @nayutsitachitt ,...
A look back at tech's three eras, from Bell Labs to Facebook, and why the metaverse is the fourth, defined by its bifurcation with the physical world
Ben on how software ate the world (mainly through SaaS): Tweets: Dare Obasanjo / @carnage4life : Interesting thesis from @benthompson that we will increasingly live online and that's what connects var...
As software and services overtook hardware in importance, Apple began preparing for Jony Ive's departure back in 2015, during the run-up to the launch of Watch
here's why the departure of the design legend is actually a good thing Sam Dean / Los Angeles Times : How Jony Ive, Apple's design guru, planned his own obsolescence Mark Sullivan / Fast Company : Wha...
Mark Zuckerberg's “privacy-focused” announcement is not a dramatic pivot: it is a growth opportunity for Facebook and a challenge for regulators
What was striking about the reaction to Mark Zuckerberg's latest missive about the future of Facebook, A Privacy-Focused Vision … Tweets: @stevesi , @caseynewton , @caseynewton , @nikosfertakis , @mat...
Amazon Go is another manifestation of Amazon's strategy: invest massively in R&D for a moat that no retailer or software-based competitor can match
Amazon Go is the story of technology, and so is this tweet: … Yesterday the Amazon Go concept store in Seattle opened to the public … Tweets: @frank_s_david , @dtcippy , @ntaylor963 , @d_ramsden , @dt...