Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
Ben Thompson, the internet's premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy.
An interview with Unity CEO Matthew Bromberg on lessons from AOL, the rise of esports, turning around EA's Star Wars: The Old Republic, helping Zynga, and more
An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA's KOTR to Zynga and now to Unity. X: @mbromberg and @nepali_investor . LinkedIn: Matthew Bromberg X: Matthew...
AI's first wave of successful implementation will probably look more like the first wave of computing, which was led by enterprise installations that cut jobs
I don't want it to write a blog post for me; I want help rephrasing a passage. — I don't want it to produce code for me; I want assistance digging through the web for examples of what I need. … Bald...
Microsoft says it cannot wall off its OS due to a 2009 deal with the EC to give security software makers the same level of access to Windows that Microsoft gets
Global outage on Windows machines caused by CrowdStrike highlights Microsoft's security challengesMore:AppleInsider,The Register,Tom's Hardware,9to5Mac,Stratechery,Neowin,TechRadar,MSPoweruser,iThinkD...
How Humane's attempt to build its Ai Pin “The Apple Way” led to disastrous results, after taking six years to build it and raising $230M
The new A.I. Pin from Humane is, according to those who have used one, bad. Martin Peers / The Information : Goldman Sachs Sees Gold Mine in Financing AI John Gruber / Daring Fireball : ‘MKBHDs for Ev...
A review of digital advertising in 2022, which has shifted from a Google-Meta duopoly to one where Amazon and potentially Apple are major forces
Reporters who cover the US military are alarmed by a lack of access right now. John Davidson / Australian Financial Review : Why Facebook's disastrous result could just be the start Robert / Transisto...
Mark Zuckerberg says Facebook the company is now Meta, to better encompass all of its products
the Facebook company's new name. Meta is helping to build the metaverse, a place where we'll play and connect in 3D. Welcome to the next chapter of social connection. https://twitter.com/... Jack⚡️ / ...
Stratechery's Ben Thompson announces a service called Passport to let creators manage their subscriptions and communicate with subscribers
Seven years ago, when I initially launched the paid Daily Update, there weren't really any tools designed for independent subscription businesses … Tweets: @sarthakgh , @stratechery , @caseynewton , @...
AT&T and Verizon conflated controlling distribution with controlling demand and hence wasted billions by buying media businesses like Time Warner and Yahoo
Manage your Stratechery subscription. — Felix Salmon asked a question on Twitter: — While Salmon's question was driven …