Stratechery by Ben Thompson – On the business, strategy, and …
Gelsinger: We had a mutual friend that found out that we had Mr. CISC working as a student of Mr. RISC, the commercial versus the university, the old versus the new, teacher versus student. We had public debates of John and Pat. And Bear Stearns had a big investor conference, a couple thousand people in the audience, and there was a public debate of RISC versus CISC at the time, of John versus ...
Meta’s AI Abundance – Stratechery by Ben Thompson
Oct 29, 2024 · Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop, and write an Article that says Meta is fine — better than fine even — and sit back and watch the take be proven correct.
Enterprise Philosophy and The First Wave of AI
Sep 24, 2024 · That right there is a man riding a bike. Microsoft Copilot. Microsoft is meanwhile — to the extent you count their increasingly fraught partnership with OpenAI — in the lead technically as well. Their initial product focus for AI, however, is decidedly on the side of being a tool to, as their latest motto states, “empower every person and every organization on the planet to …
About - Stratechery by Ben Thompson
Author | Speaking | Ethics | Terms of Service | Privacy Policy | Contact Stratechery provides analysis of the strategy and business side of technology and media, and ...
Elon Dreams and Bitter Lessons – Stratechery by Ben Thompson
Oct 15, 2024 · In the days after SpaceX’s awe-inspiring Starship launch-and-catch — watch the first eight minutes of this video if you haven’t yet — there was another older video floating around on X, this time of Richard Bowles, a former executive at Arianespace, the European rocket company.The event was the Singapore Satellite Industry Forum, and the year was 2013:
The Gen AI Bridge to the Future – Stratechery by Ben Thompson
Dec 2, 2024 · In the beginning was the mainframe. In 1945 the U.S. government built ENIAC, an acronym for Electronic Numerical Integrator and Computer, to do ballistics trajectory calculations for the military; World War 2 was nearing its conclusion, however, so ENIAC’s first major job was to do calculations that undergirded the development of the hydrogen bomb.
Stratechery by Ben Thompson
6 days ago · Mark Zuckerberg is making big changes to Meta's moderation policies; it's the next step in a journey that has been more nuanced than people think — and it's one I relate to. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. With Stratechery Plus you get ...
A Chance to Build – Stratechery by Ben Thompson
Nov 18, 2024 · Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have, relative to most other manufactured goods, minimal marginal costs; this economic reality helped drive the development of the venture capital model, which provided unencumbered startup capital to ...
Taking Waymo, Uber and Waymo – Stratechery by Ben Thompson
Oct 1, 2024 · Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. If you already have a subscription, sign in. $15 per month or $150 per year
[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
Jun 11, 2024 · Good morning, On this morning’s episode of Dithering John Gruber and I gave our initial reactions to yesterday’s WWDC keynote.. Tonight Gruber is hosting his annual live episode of The Talk Show in Cupertino; if you have an Apple Vision Pro you can watch it live!