TikTok and the E-Commerce Giants, The FTC Moves to Ban Noncompete Agreements, 'Bluey' and Streaming Leverage

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4-25-2024

An Interview with Walmart CEO Doug McMillon About Omnichannel Retail

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4-24-2024 ($)

•Does VR Matter?
•Modular Products and Defining New Markets
•TikTok Acquirers

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Meta and Open

Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn't desperation: it's smart strategy that understands Meta's true differentiation.

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4-22-2024 ($)

•Netflix Earnings
•Netflix’s Reporting Change
•Netflix’s Waiting Game

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As the playoffs get rolling, a reminder that me and Ben Golliver will be podcasting through all of it, and we are still the best NBA podcast anywhere.

Subscribe to Greatest Of All Talk for $5/month, or subscribe to Stratechery and get every show as part of the bundle. Let’s go!

10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1

Today's episode is free for everyone.

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4-18-2024 ($)

An Interview with Michael Morton About E-Commerce Winners and Losers

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Germany’s Hopes for China; Q1 GDP Growth; National Security Day and Transnational Repression; Another TikTok Report

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4-17-2024 ($)

•More on Humane
•Limitless
•The iPhone Integration Barrier

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MKBHDs For Everything

Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.

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When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics

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4-15-2024 ($)

•Intel’s Modular Vision
•Meta MTIA 2
•Google Axion

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Taroko Gorge is world class and one of the most underrated gems in Asia. Here’s hoping that it can be fully restored 🙏🙏🙏

Marques’ reach is a function of telling the truth. He didn’t always have 18 million subscribers, but he had his integrity from the beginning. Expecting him to abandon that is the only thing that is “distasteful, almost unethical”.

Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification

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4-11-2024

An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy

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Gemini 1.5 and Google's Nature

Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale advantage and is determined to use it.

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Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications

Today's episode is free for everyone.

Preview:

4-8-2024 ($)

•The Status of Just Walk Out
•TSMC Gets CHIPS Act Grant

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