Stratechery by Ben Thompson
I’ve long maintained that if the powers-that-be understood what the Internet’s impact would be, they would have never allowed it to be created. It’s hard to accuse said shadowy figures of negligence, however, given how clueless technologists were as well; look no further than an operating system like Windows. Windows was, from the beginning, well and...
Apple’s increasingly fraught adventures with European regulators is a bit of a morality tale, that goes something like this: The erstwhile underdog, arguably kept alive by its biggest rival to maintain a figment of competition in the PC market, rides unexpected success in music players to create the iPhone, the device that changed the world while making...
Apple’s annual Worldwide Developer Conference keynote kicks off in a few hours, and Mark Gurman has extensive details of what will be announced in Bloomberg, including the name: “Apple Intelligence”. As John Gruber noted on Daring Fireball: His report reads as though he’s gotten the notes from someone who’s already watched Monday’s keynote. I sort...
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...
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...
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