Strategy. Technology. Pronunciation.
27 followers 1 article/week
AI Integration and Modularization

Satya Nadella, in last week’s Stratechery Interview, said in response to a question about Google and AI: I look at it and say, look, I think there’s room always for somebody to vertically integrate. I always go back, there’s what is the Gates/Grove model, and then let’s call it the Apple or maybe the new Google model, which is the vertical integration...

Wed May 29, 2024 20:28
Windows Returns

Full disclosure: I didn’t have any plans to write this Article; I had various reasons to be in the U.S. this week, and Microsoft’s Build developer conference, which kicks off today, happened to fit in my schedule. It wasn’t until a couple of days ago that I even realized there was a Windows and Surface event the day before, so hey, why not attend? Of...

Tue May 21, 2024 13:27
The Great Flattening

Apple did what needed to be done to get that unfortunate iPad ad out of the news; you know, the one that somehow found the crushing of musical instruments and bottles of paint to be inspirational: Apple's iPad Ad The ad was released as a part of the company’s iPad event, and was originally scheduled to run on TV; Tor Myhren, Apple’s vice-president...

Mon May 13, 2024 13:50
Meta and Reasonable Doubt

Stop me if you heard this one before. From Bloomberg: Mark Zuckerberg is asking investors for patience again. Instead, they’re alarmed. After Meta Platforms Inc. revealed that it will spend billions of dollars more than expected this year — fueled by investments in artificial intelligence — the company’s chief executive officer did his best to...

Mon Apr 29, 2024 17:44
Meta and Open

Apple released the Vision Pro on February 2; 12 days later Meta CEO Mark Zuckerberg delivered his verdict: View this post on Instagram A post shared by Mark Zuckerberg (@zuck) Alright guys, so I finally tried Apple’s Vision Pro. And you know, I have to say that before...

Tue Apr 23, 2024 18:48
MKBHDs For Everything

Anniversaries are strange: no one but those involved have any reason to even know they exist, which makes them easy to skip; for example, last year I mostly ignored the 10 year anniversary of starting Stratechery because I was more eager to write about ChatGPT Getting a Computer. That leaves today, April 16, as my last chance to mark a tin anniversary:...

Tue Apr 16, 2024 19:26

Build your own newsfeed

Ready to give it a go?
Start a 14-day trial, no credit card required.

Create account