On the business, strategy, and impact of technology.
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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 19:03
Gemini 1.5 and Google’s Nature

It was impossible to miss the leading message at yesterday’s Google Cloud Next keynote: Google has the best infrastructure for AI. This was CEO Sundar Pichai in his video greeting: I want to highlight just a few reasons Google Cloud is showing so much progress. One is our deep investments in AI. We’ve known for a while that AI would transform...

Wed Apr 10, 2024 18:36
United States v. Apple

First, there is the moment when the news hits the wires: U.S. Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly. This, we know, is the beginning of a long journey: there will be months or years of filings and discovery and preliminary rulings; eventually we will have a trial, and months after that a decision. Then there are the appeals, first...

Mon Mar 25, 2024 16:40
Nvidia Waves and Moats

This Article is available as a video essay on YouTube From the Wall Street Journal: The Nvidia frenzy over artificial intelligence has come to this: Chief Executive Jensen Huang unveiled his company’s latest chips on Monday in a sports arena at an event one analyst dubbed the “AI Woodstock.” Customers, partners and fans of the chip company...

Tue Mar 19, 2024 16:27
Aggregator’s AI Risk

This Article is available as a video essay on YouTube A foolish consistency is the hobgoblin of little minds, adored by little statesmen and philosophers and divines. —Ralph Waldo Emerson, “Self-Reliance”, Essays: First Series, 1841 In the beginning was the Word, and the Word was with God, and the Word was God. —John 1:1, King James Version...

Thu Mar 14, 2024 15:16
Gemini and Google’s Culture

This Article is available as a video essay on YouTube Last Wednesday, when the questions about Gemini’s political viewpoint were still limited to its image creation capabilities, I accused the company of being timid: Stepping back, I don’t, as a rule, want to wade into politics, and definitely not into culture war issues. At some point, though,...

Thu Mar 14, 2024 15:16

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