~stratechery | Bookmarks (12)
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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...
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United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren't about the App...
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Nvidia Waves and Moats
Nvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before...
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Aggregator’s AI Risk
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business...
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Gemini and Google’s Culture
The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business...
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Sora, Groq, and Virtual Reality
OpenAI's new video model and a new chip for Groq are important developments in not just...
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Intel’s Humbling
Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and...
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The Apple Vision Pro’s Missing Apps
The Apple Vision Pro is missing some important apps, and it seems likely that Apple's App...
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The New York Times’ AI Opportunity
The New York Times is suing OpenAI, but it is the New York Times that stands...
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Holiday Break: December 25th to January 5th
Stratechery is on holiday from December 25, 2023 to January 5, 2024; the next Stratechery Update...
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The 2023 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2023.