4-17-2024 ($)

•More on Humane
•Limitless
•The iPhone Integration Barrier

stratechery.com/2024/more-on-h…

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.

stratechery.com/2024/mkbhds-fo…

4-15-2024 ($)

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

stratechery.com/2024/intels-mo…

4-11-2024

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

stratechery.com/2024/an-interv…

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.

stratechery.com/2024/gemini-1-…

4-8-2024 ($)

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

stratechery.com/2024/the-statu…

4-3-2024 ($)

An Interview with Benedict Evans About Regulation and AI

stratechery.com/2024/an-interv…

4-2-2024 ($)

•The XZ Backdoor
•What Happened
•Open Source Safety

stratechery.com/2024/the-xz-ba…

4-1-2024 ($)

•MLS on Vision Pro
•The Vision Pro's Missing Content
•The Vision Pro's DRI

stratechery.com/2024/mls-on-vi…

3-28-2024 ($)

An Interview with Hugo Barra About a Career in Tech and the Future of VR

stratechery.com/2024/an-interv…

3-27-2024 ($)

•Apple and Antitrust for Aggregators
•DMA Investigations and Apple's Risk

stratechery.com/2024/apple-and…

3-26-2024 ($)

•Apple and the Monopoly Question
•iPhone Market Share
•Apple's Durability

stratechery.com/2024/apple-and…

United States v. Apple

Apple is being sued by the DOJ, but most of the complaints aren't about the App Store. I think, though, Apple's approach to the App Store is what led to this case.

stratechery.com/2024/united-st…

3-21-2024

An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt

stratechery.com/2024/an-interv…

3-20-2024 ($)

•Microsoft and Inflection AI
•Inflection Oddities
•The Acquisition That Isn't

stratechery.com/2024/microsoft…

Nvidia Waves and Moats

Nvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia's need to dig a new kind of software moat.

stratechery.com/2024/nvidia-wa…

3-18-2024 ($)

•Apple Releases AI Research Paper
•Apple + Gemini?

stratechery.com/2024/apple-rel…

3-14-2024

An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats

stratechery.com/2024/an-interv…

3-13-2024 ($)

•Reddit S-1
•Reddit’s Prospects
•Reddit Grows Up

stratechery.com/2024/reddit-s-…

03-12-2024 ($)

•Walmart Earnings
•Walmart Connect and Closing the Loop
•Walmart Acquires Vizio

stratechery.com/2024/walmart-e…