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VOICE ARCHIVE

Nathan Taylor

@ntaylor963
13 posts
2023-02-16
“I feel like I have crossed the Rubicon. My interaction today with Sydney was completely unlike any other interaction I have had with a computer, and this is with a primitive version of what might be possible going forward.” https://stratechery.com/... https://twitter.com/...
2023-02-16 View on X
Stratechery

Chatting with Bing Chat, codenamed Sydney and sometimes Riley, feels like crossing the Rubicon because the AI is attempting to communicate emotions, not facts

Look, this is going to sound crazy.  But know this: I would not be talking about Bing Chat for the fourth day in a row if I didn't really, really, think it was worth it.

2022-10-26
@whyvert That's fair but I'd frame it differently. Doing a full stack top to bottom recreation of TSMC and entire west ecosystem will take decades. Blocking access forced this into hyperdrive. Letting it slow burn, until Xi Jinping was out of power, might have reduced risk of war. https://twitter.com/...
2022-10-26 View on X
Stratechery

China's path to advanced chip self-sufficiency is extremely complicated and relies upon re-creating many pieces of the foundry supply chain without outside help

Ben Thompson / Stratechery :

“Only now, 3,500 words in, do I turn to China” 😀 It's long (5000 words!) but an excellent overview of the role computer chips play in China-US cold war. China is now set on replicating it's own full chip manufacturing stack. https://stratechery.com/... https://twitter.com/...
2022-10-26 View on X
Stratechery

China's path to advanced chip self-sufficiency is extremely complicated and relies upon re-creating many pieces of the foundry supply chain without outside help

Ben Thompson / Stratechery :

2022-02-27
Ben Thompson interview of Intel CEO Pat Gelsinger ($ link) is excellent and interesting throughout. eg below Gelsinger argues AMD's fabless strategy as originally conceived failed, but then pivoted to jumping on the (Apple driven) success of TSMC. https://stratechery.com/... https://twitter.com/...
2022-02-27 View on X
Stratechery

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 In...

2022-02-23
“instead of being an advertising seller at scale, like Facebook, Shopify the company would become an advertising buyer at scale” By hurting existing ways of targeting ads, ATT is driving platform consolidation elsewhere to regain that ability. https://stratechery.com/... https://twitter.com/...
2022-02-23 View on X
Stratechery

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...

2022-02-10
Matt Levine on the $4.5B of stolen bitcoin ($). Very little managed to get laundered. “They allegedly set up seven accounts at AlphaBay and six accounts at a legit crypto exchange to withdraw $186,000 of their millions, and it got frozen anyway.” https://www.bloomberg.com/... https://twitter.com/...
2022-02-10 View on X
Bloomberg

How the feds caught Heather Morgan and Ilya Lichtenstein as they allegedly attempted, rather sloppily, to launder bitcoin from the Bitfinex hack

Bitfinex laundry  —  In her public life, Heather Morgan seems to have been the cringiest imaginable sort of crypto-adjacent hustle-bro.

2021-12-15
Ben Thompson's definition: “the Metaverse is the set of experiences that are completely online” https://stratechery.com/... https://twitter.com/...
2021-12-15 View on X
Stratechery

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...

2021-10-29
Of the big 5 tech companies, Facebook is “unique in that it is the only one of the five that is still founder-led.” Ben Thompson on point that Facebook going Meta is the kind of thing only a tech founder could attempt. Whether it works..., remains TBD. https://stratechery.com/... https://twitter.com/...
2021-10-29 View on X
About Facebook

Mark Zuckerberg says Facebook the company is now Meta, to better encompass all of its products

We are at the beginning of the next chapter for the internet, and it's the next chapter for our company too.  —  In recent decades, technology has given people the power to connect...

2021-05-18
This good on Apple's options in relation to China. The first step is to admit Apple has *only* bad options re China. “But what happens to Apple's enormous can't-be-replicated-anywhere-else-in- the-world Chinese supply chain operations?” https://daringfireball.net/... https://twitter.com/...
2021-05-18 View on X
New York Times

Sources detail how Apple relented to escalating demands from China, making changes to governance of its Chinese users' data and agreeing to censor its platforms

Apple built the world's most valuable business on top of China.  Now it has to answer to the Chinese government.

2021-02-04
Excellent retrospective on Bezos career at Amazon from @benthompson A central point which even in 2021 can't be emphasized enough is what Thompson calls “tech economics”: zero marginal cost businesses. These are just different, and ever more important. https://stratechery.com/... https://twitter.com/...
2021-02-04 View on X
Stratechery

Jeff Bezos departs as perhaps the best CEO in tech history, having created three huge businesses: Amazon.com, AWS, and Amazon's marketplace/fulfillment services

irreversible decisions — and two-way doors, @bradstone writes. His exit today will test the theory. https://www.bloomberg.com/... Marty Cagan / @cagan : terrific product-perspectiv...

2020-06-09
Amazon sues former AWS marketing VP after he takes Google Cloud job Yet another example of why non-compete clauses in contracts should be illegal. And why California laws against them helped (on margin) make silicon valley possible. https://www.geekwire.com/... https://twitter.com/...
2020-06-09 View on X
GeekWire

Amazon sues former AWS VP of product marketing Brian Hall, alleging his new role at Google Cloud violates a non-compete agreement

A lawsuit filed by Amazon against Brian Hall, former Amazon Web Services vice president of product marketing, alleges that his new role at Google Cloud violates …

2020-01-15
Good explainer on Visa's $5.3B acquisition of Plaid. “Bank login information is among the most sensitive credentials consumers have, and apparently one in four people in the U.S. with a bank account have shared those credentials with Plaid.” 👀 https://stratechery.com/... pic.twitter.com/b1b7N3nTWa
2020-01-15 View on X
Stratechery

Visa's Plaid acquisition will pay off if Visa can leverage Plaid's fintech network and make it worthwhile for banks to build out the APIs Plaid needs

Before the network, there is the job.  —  In the case of Visa, or, to be more exact, the Bank Americard that would eventually be spun …

2018-01-24
Superb analysis of Amazon Go plan for domination from @benthompson. Marginal versus fixed costs, network effects. One bit: https://stratechery.com/... pic.twitter.com/BC451xw2nw
2018-01-24 View on X
Stratechery

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 , @ntaylor96...