Look up strategic, -er, or -y in Wiktionary, the free dictionary. Then, an interview with new CEO and Zillow co-founder Rich Barton. Both showed how narratives can lead people astray. AI and the Big Five. Back when Stratechery first launched there was no bigger day than iPhone announcement day, and there was arguably no bigger year than 2013, when I was just getting started. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Tuesday, May 31, 2022. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Instacart IPO, Instacart Conflict, Arms IPO Pop. 3 for 630 million. Monday, April 4, 2022. Mar 28, 2023 The Stratechery Update is intended for a single recipient, but occasional forwarding is totally fine If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Then, an interview with new CEO and Zillow co-founder Rich Barton. Then, ARM pops. Dithering and Open Versus Free. in the following five years. In August 2011, just a day or two into my career at Microsoft, I sat in on a monthly review meeting for Hotmail (now known as Outlook. RCA had. Disneys Taylor Swift Era. This is the key paragraph This is ultimately the most important distinction between platforms and Aggregators platforms are powerful because they facilitate a relationship between 3rd-party suppliers and end users; Aggregators, on the other hand, intermediate and control it. Thursday, February 24, 2022. The additional premium content that I plan on writing daily (3-4 500 word items) will be moved to a daily email, fresh in your inbox every morning (an advantage of being 15 hours ahead). Feb 24, 2022 An Interview with Intel CEO Pat Gelsinger. The SocialCommunications Map of 2013. Friday, February 28, 2020. To be fair to IBM, SQLDS and their later mainframe product, DB2, were far more reliable than Oracles earliest versions . Experiment Partner, measure, test and learn. Monday, December 18, 2023. Dithering covers some of the same topics as Stratechery the Dithering. 74 on the day. Weekly Articles are free, while three Daily Updates a week are for subscribers only. The one final way to think about this is in a classic blockchain sense disintermediate rent-seeking middlemen through smart contracts. Apr 11, 2023 With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. Ben Thompson is the author and founder of Stratechery, a blog about the business and strategy of technology. The European. On June 16, 2017, minutes after Amazon announced it was buying Whole Foods Market Inc. With Uber, nothing is easy. 6,164 likes 1 talking about this. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including. 1 billion. Ready Player One, the book that was issued to every new Oculus employee once upon a time, describes its world in a way that was perhaps edgy in 2011 but seems rather clich today Youre probably wondering what happened before you got here. To receive it in your podcast player, visit Stratechery. Both make sense. Subscribe for 120year. Every attribute that matters can be documented and measured. Moreover, it seems likely this empire will be more durable than the old Microsoft republic the entire reason why Windows faltered as a strategic linchpin is that it was tied to a device the PC that was disrupted by a paradigm shift in hardware. From the beginning of Stratechery I was adamant that this was a major mistake driven by Microsoft&x27;s inability to imagine a future without Windows at the center; from 2013&x27;s Services, Not Devices The truth is that Microsoft is wrapping itself around an axle of its own creation. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Hiro spends a lot of time in the Metaverse. The fact that Clubhouse makes it so easy to drop in and out of conversation is matched by how easy AirPods make it to drop into and out of audio-listening mode. Angela Ahrendts officially took over as head of Apple Retail last week, and just in time. 0 strategy, including the audacious goal of shipping five nodes in four years. The Adobe-Figma acquisition probably shouldn't have gone through; that the right outcome was achieved for arguably the wrong reasons, though, is concerning for. Subscribe to Stratechery Plus to receive full access to Stratechery and a. This sounds hyperbolic, but I feel like I had the most surprising and. 10 Podcast Twitter . From the beginning of Stratechery I was adamant that this was a major mistake driven by Microsoft&x27;s inability to imagine a future without Windows at the center; from 2013&x27;s Services, Not Devices The truth is that Microsoft is wrapping itself around an axle of its own creation. Tim Culpan at Bloomberg described the massive capex figure as a warning to fellow chipmakers Intel and Samsung From a technology perspective, Samsung is the nearest rival. The Apple v. Apple Vision. Formally, the law of conservation of attractive profits states that in the value chain there is a requisite juxtaposition of modular and interdependent architectures, and of reciprocal processes of commoditization and de-commoditization, that exists in order to optimize the performance of what is not good enough. The reasons for this disconnect go. I am not one of them. SME Strategy Management Consulting Blog. Wednesday, October 6, 2021. Feb 24, 2022 An Interview with Intel CEO Pat Gelsinger. That map came out of an Article called The Multitudes of Social that argued that social media was not a single category destined to be won by a single app, and that Facebook could never own social The very idea of owning social is a fools errand. Jul 14, 2020 The TikTok War. There is a reason beyond the fact it is August that WeWorks upcoming IPO has driven so much discussion it is a document defined by audaciousness, both in terms of the companys vision and also the flagrant disregard for corporate governance norms by its leadership. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. This is why I suspect that Internet 2. Never-Ending Niches. Netflix and Net Neutrality. Consider the seven qualities Matthew Ball used to define the Metaverse; the Internet satisfies all of them The Internet is persistent. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including. Spotify's new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways. There is an easy to way to write this Article, and a hard way. Drake and The Weeknd collaborated on a new song and I am told it is a banger This video blew up on social media the day after Drake declared in a soon-deleted Instagram Story written in response to another AI-generated song that This is the final straw AI This is. The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. It looks as if Aggregation Theory ML might be diminished by leveraging two aspects of blockchains early adopter incentives and open data. com or that you receive via email, but now you can listen to it in your favorite podcast player. When I first went independent with Stratechery, I had a plan to make money on the side with speaking, consulting, etc. Content from Stratechery, via podcast or RSS. Apr 11, 2023 With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. "Ben Thompsons Stratechery is doing 200,000 a year in revenue. An awful lot of stuff, actually. Ben Thompson is an American business, technology, and media analyst, who is based in Taiwan. Recommended by The New York Times as one of the most interesting sources of analysis on any subject, Stratechery has. He previously worked at Apple, Microsoft, and Automattic focusing on strategy, developer relations, and marketing. Feb 8, 2022 We believe the impact of iOS overall as a headwind on our business in 2022 is on the order of 10 billion, so its a pretty significant headwind for our business. The Biden administration has been sleepwalking through this fact especially with regard to the EU. succeeded in chips when the USSR didn&39;t, globalization and the importance of Taiwan and South Korea, and China&39;s prospects post chip ban. We would like to show you a description here but the site wont allow us. Ben Thompson, the business and technology writer whose successful newsletter served as the inspiration for Substack, built his own infrastructure cobbling together several services; my former colleague Dan Frommer does the same thing for his New Consumer newsletter. Subscribe to Stratechery Plus to receive full access to Stratechery and a. Thursday, September 13, 2018. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including. Tuesday, December 20, 2022. Luton captain Tom Lockyer is stable after suffering a cardiac arrest during a Premier League match against Bournemouth, the club have announced. has shifted from a fringe idea to a seeming inevitability (thanks in no small part to Indias decision to do just that), those opposed to the idea and those in support seem to be talking past each other. Thursday, February 23, 2023. Shopifys Evolution. ; what made me pull the plug on the latter was my last company speaking gig, with Google in November 2015 (I have always disclosed this on my About page). Virtual MVPDs started jacking their rates up 10, 15 in a year, but for the first time content started getting harvested out. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. He is the author of Stratechery, a subscription-based newsletter podcast featuring commentary on tech and media news. We would like to show you a description here but the site wont allow us. And now, with todays announcement of the Chromebook Pixel, its past time I share my thoughts on the platform. 345 million. Sharp China is a weekly podcast from Andrew Sharp and Sinocisms Bill Bishop about understanding China and how China impacts the world. 5 billion in shares Nvidia will give Softbank in the deal. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Os &250;ltimos tweets de stratechery. Sep 12, 2022 The AI Unbundling. AuthorFounder of stratechery. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google IO, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apples iOS introductions at WWDC). Probably the most important fact when it comes to analyzing Unilevers purchase of Dollar Shave Club is the 1 billion price in the world of consumer packaged goods (CPG) it is shockingly low. Second, the iPhone XRs price is being cut by 150 a year after launch, not 100 as Apple has previously done. Monday, August 9, 2021. I am speaking, of course, about Apples new mixed reality. Ben Thompson is the founder and author of Stratechery, and a host of Dithering, Exponent, and NoTechBen podcasts. To receive it in your podcast player, visit Stratechery. Apples Mistake. My imagination conjured up six sigma black belts karate-chopping problems into a thousand pieces hayaaaa. They should not. Clubhouse is the first AirPods social network. Aggregation Theory. Epic Decision Stratechery by Ben Thompson. 6 Wifi model, which has been the top-selling. However, if the user tries to manage their. Wikipedia defines a factory thusly A factory or manufacturing plant is an industrial site, usually consisting of buildings and machinery, or more commonly a complex having several buildings, where workers manufacture goods or operate machines processing one product into another. I wrote in the introduction. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. That map came out of an Article called The Multitudes of Social that argued that social media was not a single category destined to be won by a single app, and that Facebook could never own social The very idea of owning social is a fools errand. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival. Cloudflare on the Edge. Apple is both straight-forward and predictable; I wrote that the iPhone company would likely win when the lawsuit was filed, and argued that the law was firmly on Apples. WWE's Ridge Holland kicked off tonight's NXT by challenging Ilja Dragunov for the NXT Championship, though he was more than happy to earn his shot at the Title. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. These are big ambitions for a big purchase, and Wall Street apparently agrees; yesterday Nvidias market cap increased by 17. He previously worked at Apple, Microsoft, and Automattic focusing on strategy, developer relations, and marketing. Tuesday, August 15, 2023. Good morning, Intel has been one of the companies I have focused on from the very beginning of Stratechery. Tuesday, September 22, 2020. Ben Thompson is the author and founder of Stratechery, a blog about the business and strategy of technology. Google&x27;s True Moonshot. Explore Stratechery by Concepts Companies Topics Search Aggregation Theory Disruption Theory Incentives Technology and Society Evolution of Technology Media. 6 Wifi model, which has been the top-selling. Nieman Foundation for Journalism at Harvard, 3 Feb. The SocialCommunications Map of 2013. Intel, despite investing the most (and having contributed a big chunk of the underlying technology), was convinced it could stick with immersion lithography as it transitioned first to 10-nanometer and then 7-nanometer chips. When I called the current status quo The End of the Beginning, it turns out The Beginning I was referring to was History. The complete calculation and sources can be found in this spreadsheet Stratechery Business Model. Its a Tesla. At the same time, the Gimlet Media acquisition on its own does not seem like a sustainable strategy paying three-quarters of the amount generated in annual revenue by an entire industry for 25 or so podcasts does not scale. The Apple v. , and the EU and India. Tuesday, January 31, 2023. The iPhone and Apples Services Strategy September 11, 2019. to Stratechery introduced me to the idea that there are four Internets China versus the U. Good morning, I first spoke with Nvidia founder and CEO Jensen Huang after last Marchs GTC conference, and again after last falls GTC; as I observe in the interview below, Nvidias semiannual conference frequency might seem very aggressive, but given Nvidias central role in AI our last talk seems like it was. com 231. RCA had hopes, though, that there might be new uses for its capacity; to that end the company had listed for sale a 24-hour transponder that covered the entire United States, only to discontinue the. Dorsey, 45, was serving as both the CEO of Twitter and. Apple 3. Apple 3. Last month, Instagrams creators Kevin Systrom and Mike Krieger, unveiled their latest venture as an invite-only experience, promising their news app would later. The Rise and Fall of ESPNs Leverage. Monday, April 17, 2023. Tuesday, January 31, 2023. Instacart is two different companies in one the tech company is dependent on but in some respects in conflict with the logistics one. Two boats, and a big ocean. Stratechery Podcasts are audio versions of Stratechery posts. Last Friday AMD surpassed Intel in market capitalization This was the second time in history this happened the first was earlier this year and it may stick this time; AMD, in stark contrast to Intel, had stellar quarterly results. Spotifys Surprise April 28, 2021. This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years. Both stocks are down in the face of a PC slump, but that is. The service will be called R2 one less than S3, quipped Cloudflare CEO. In other words, Apple is leaping ahead on the sustaining curve by building a better phone. 7 billion, grocery store stocks fell through the floor; from MarketWatch (emphasis mine) Shares of grocery stores took an unexpected hit Friday as investors reeled from the news that. Stratechery, as Ben puts it, started as some guy in Taiwan with no access. Twitter has, over 19 different funding rounds (including pre-IPO, IPO, and post-IPO), raised 4. Apples Earnings. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. The Linked List Content Will Become the Daily Stratechery Email. Clubhouse is the first AirPods social network. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. 3 for 630 million. Nvidia&39;s can ship so many new things because it is building on a common foundation; then, Nvidia&39;s Omniverse gives another way of thinking about the Metaverse. About. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. Listen to Stratechery on Spotify. Tuesday, July 21, 2015. IBM, though, was different every part of the company was about technology indeed, IBM was an entire ecosystem onto itself hardware, software, and services, all tied together with a subscription payment model strikingly similar to todays dominant software-as-a-service approach. Find ratings and reviews for the newest movie and TV shows. We should accelerate innovation, not attenuate it. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. sister and brotherfuck, jersey city infinite campus
The additional premium content that I plan on writing daily (3-4 500 word items) will be moved to a daily email, fresh in your inbox every morning (an advantage of being 15 hours ahead). . Stratchery
; what made me pull the plug on the latter was my last company speaking gig, with Google in November 2015 (I have always disclosed this on my About page). Alistair McGeorge Published Dec 20, 2023, 832am. 1 He is also the co-host of Exponent with James Allworth and Dithering with John Gruber, all podcasts focused on the same themes. My first job was as a paper boy The job was remarkably analog a bundle of newspapers would be dropped off at my house, I would wrap them in rubber-bands (or plastic bags if it were raining), load them up in a canvas sack, and set off on my bike; once a month my parents would drive me around to. May 19, 2020 With this pace Stratechery will earn nearly 300k per month by the end of the year. Explore Stratechery by Concepts Companies Topics Search. Ben Thompson is the author and founder of Stratechery, a blog about the business and strategy of technology. Aggregation Theory. A bank is profitable if the interest rate they charge for loans is greater than the interest rate they pay to depositors. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. To receive it in your podcast player, visit Stratechery. This Daily Update Interview is also available as a podcast. Exponent is a podcast about tech and society hosted by Ben Thompson and James Allworth. This is an unofficial fan subreddit with no association to Ben Thompson or to Stratechery. Last month, Instagrams creators Kevin Systrom and Mike Krieger, unveiled their latest venture as an invite-only experience, promising their news app would later. Anyone competing with Office 365, though, is in worse shape. Apples Mistake. This is technologys second philosophy, and it is orthogonal to the other the expectation is not that the computer does your work for you, but rather that the computer enables you to do your work better and more efficiently. In short, being a tech company meant being IBM, which. 5 billion, far ahead of Wall Street forecasts in a FactSet survey. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. to Stratechery introduced me to the idea that there are four Internets China versus the U. Ubers Bundles. The global retail value of diamond jewelry is estimated to be 72 B, with an average of 130 M carats of raw diamonds being produced annually. In July 2014 Taylor Swift wrote an editorial in the Wall Street Journal entitled, For Taylor Swift, the Future of Music Is a Love Story There are many (many) people who predict the downfall of music sales and the irrelevancy of the album as an economic entity. Group subscriptions to the Daily Update are available to teams of at least five people, all of whom must the same corporate domain for their email (no personal email domains allowed). Apr 12, 2022 Dall-E 2 is a new AI system from OpenAI that can take simple text descriptions like A koala dunking a basketball and turn them into photorealistic images that have never existed before. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Two of the more famous military sayings are Generals are always preparing to fight the last war, and Never interrupt your enemy while he is making a mistake. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google IO, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apples iOS introductions at WWDC). Stratechery. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Tuesday, September 22, 2020. Find ratings and reviews for the newest movie and TV shows. Stepping into this space will require research, strategy and most importantly, cross-functional collaboration. And Jessica Lessin, the CEO of the Information, told me on. The Apple v. From Bloomberg Apple Inc. Monday, December 18, 2023. In July 2014 Taylor Swift wrote an editorial in the Wall Street Journal entitled, For Taylor Swift, the Future of Music Is a Love Story There are many (many) people who predict the downfall of music sales and the irrelevancy of the album as an economic entity. Aggregation Theory. Monday, November 24, 2014. This is why I suspect that Internet 2. I wrote in the introduction. The OpenAI Keynote. And I heard a voice in the midst of the four beasts say, A measure of wheat for a penny, and three measures of. TSMC, Ethereum Miners vs. Stratechery Plus subscribers include executives and employees from the. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. United States v. Tuesday, June 9, 2020. Here is the punchline the Metaverse already exists, it just happens to be called the Internet. Apples Mistake. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. In broad strokes, a U-form organization is organized around expertise, not products in the case of Apple, that means design is one group (under Ive), product. Two pieces of news dominated the tech industry last week Elon Musk and Twitter, and Sam Bankman-Fried and FTX. Pressure on said bundle continues to grow, yet so do the affiliate fees charged by. The protests started in March 2019, in reaction to a proposed extradition law that threatened freedoms guaranteed to Hong Kong in a 1997 treaty between China and Great Britain. If youre a Stratechery subscriber, it costs 3month or 30year to add it as a bundle. ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi. The Unitary Organizational Form. Understanding the differences between Aggregators and Platforms is essential for knowing how to compete, partner with, and regulate large companies. The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way. Recent Examples on the Web Handmade items include assorted floral wreaths and clothespin wreaths (seasonal, holiday, various designscolors); jewelry (necklaces, bracelets and earrings); stitchery items (mittens, scarves, afghans) and intricate quilling designs in shadow boxes. The Biden administration has been sleepwalking through this fact especially with regard to the EU. 2 In other words, it. Google Stratechery by Ben Thompson. Tuesday, January 19, 2021. Stratechery by Ben Thompson On the business, strategy, and impact of technology. The 69bn acquisition, which would have been Microsofts largest and one of techs biggest ever, had seemed on track. Ben Thompson joins Acquired to discuss the business of Stratechery itself and celebrate 10 years () of the internet&x27;s best strategy analysis destination. In addition to the free weekly article, the subscription gives you three Daily. The End of the Beginning. Greatest Of All Talk is a twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks. Intel Problems. Oct 18, 2022 Moreover, it seems likely this empire will be more durable than the old Microsoft republic the entire reason why Windows faltered as a strategic linchpin is that it was tied to a device the PC that was disrupted by a paradigm shift in hardware. Feb 8, 2023 This Daily Update Interview is also available as a podcast. Dec 3, 2020 Thursday, December 3, 2020. And were seeing that impact in a number of verticals. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. This is why I suspect that Internet 2. This gives Stripes platform users powerful APIs to embed financial services, enabling their. New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success. These are big ambitions for a big purchase, and Wall Street apparently agrees; yesterday Nvidias market cap increased by 17. Political Chips. Same store sales were down five percent last quarter, and have been hovering around zero for several quarters prior. Then, and interview with Gruber about being an independent writer on the Internet, covering Apple's rise, and Dithering. The AI Unbundling. More consumers over the past decade have been using financial-services apps to manage their savings and spending, and Plaid sits in the middle of those. Christensens theory is based on examples drawn from buying decisions made by businesses, not consumers. Sep 13, 2021 Epic Decision Stratechery by Ben Thompson. On June 16, 2017, minutes after Amazon announced it was buying Whole Foods Market Inc. . apco cu routing number