Bookmarks (13)

Announcing the newest addition to the Stratechery Plus bundle: Greatest of All Talk, a podcast about basektball, life, and national parks.

Netflix waited out Blockbuster with better economics, and it's seeking to do the same with its competitors today; the key to the company's differentiation, though, is increasingly creativity, not execution.

Stratechery is on holiday from December 26, 2022 to January 5, 2023; the next Stratechery Update will be on Monday, January 9. In addition, the next episode of Sharp Tech will be on Monday, January 9, and the next episode of Dithering will be on Tuesday, January 10. Sharp China will return the week of […]

Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.

The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.

What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.

Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.

Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.

Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.

Meta's new hardware is more impressive than expected, and the Microsoft partnership makes a lot of sense. The question is if Meta will capture enough value to outweigh their costs.