Stratechery

Of course you still had stratechery actually write the book, and set the movable type in the printing press; this, though, meant we had the first version of the classic tech business model: the cost to create a book was fixed, but the potential revenue from printing a book — and overall profitability — was stratechery function of how many copies you could sell. Every additional copy increased the stratechery on the up-front costs of producing the book in the first place, improving the overall profitability; this, stratechery, by extension, meant eddsworld x reader were strong stratechery to produce popular books. The printing press was a direct assault on that last point: because it still cost money to produce a book, stratechery, it made sense to print books in the most dominant dialect in the region; because books were compelling it behooved people to learn to read that dominant dialect. This, stratechery time, stratechery, would mean that the dominant dialect would increase its dominance in a virtuous cycle — network effects, stratechery, in other words.

Analysis of the strategy and business side of technology and media, and the impact of technology on society. Stratechery is a highly praised newsletter and a podcast, known to provide the clearest insights in the industry. Ben Thompson shares in-depth commentary with a high level of detail and analysis on what is happening in tech and media. Considered one of the sharpest thinkers, the author tackles a high variety of topics from business models and Slack's social network to machine learning and Kanye West. The exact same content is provided in audio format, as a podcast, and the website hosts an amazing archive, that can be explored by - Concepts, Companies, or Topics. Highly curated content full of great reads and inspiring newsletters. Subscribe to explore the contents of the world wide web and find your new favorite newsletters.

Stratechery

An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy. Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon has built exactly that with Alexa. What is artificial intelligence? Is it really any different than technology? In my estimation machine learning is truly something new, and the effects on society will be significant. Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft. Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted. Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market. Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries. Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all. Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity.

In addition to the 3 Intel 18A customers we disclosed stratechery Q3, stratechery, we won a key design win with a significant high-performance computing customer, stratechery. A Media Operator discusses what is happening in media and provides actionable insights for current and prospective media operators. From Nikkei :.

Thompson's career includes stints at Apple , where he interned at Apple University ; [3] Microsoft , where he worked on its Windows Apps team; [4] and at WordPress developer Automattic as a growth engineer. Thompson launched Stratechery as a blog while still a Microsoft employee, and in April devoted himself to the site full-time, operating on a " freemium " subscription model. As of April , Thompson had more than 2, paying subscribers. Thompson is a proponent of aggregation theory , which describes how platforms i. Aggregators have all three of the following characteristics: 1.

It has been over a decade of Stratechery; this is the 11th Year in Review I have published. You can find previous years here:. I am both proud and grateful to have made it to this milestone. Stratechery has changed my life; I hope it has had some small impact on yours. The second biggest topic was a Stratechery staple: the evolving content landscape; was particularly notable, though, for the dramatic shifts that are hitting Hollywood, highlighted by both strikes and the Disney-Charter standoff this fall.

Stratechery

Stephanie Palazzolo wrote on Twitter :. It really was jarring to see those employment figures the same week that tech company after tech company reported mostly disappointing earnings, and worse forecasts, all on the heels of layoffs. Now that may seem like a bit of an odd statement given that COVID is for all intents and purposes over in most of the world. Consumers with no way to spend discretionary income and flush with stimulus checks bought new devices; people stuck at home subscribed to streaming services and ordered e-commerce; businesses thrust into remote work subscribed to SaaS services that promised to make the experience bearable; and all of this ran on the cloud. The Wall Street Journal reported:. The guidance, he said, reflects the uncertainty the company continues to have about both consumer and corporate spending in the U. And that elasticity is very unusual. This is certainly true, and predictable; I wrote about this dynamic in an Update last year :. The selling point for their customers is that not only is it much easier to get started with a new company or new line of business when you can rent instead of buy, but that you also have flexibility as the business environment changes. For most of the history of cloud computing, that flexibility has been valuable in terms of scaling quickly: instead of buying and provisioning servers to meet growing demand, companies could simply rent more server capacity with the click of a button.

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Back to the Article:. The former calculates reality; the latter a virtual reality. Wednesday, March 6, Elon Musk vs. Needless to say, overtly expressing those opinions is not timid, which raises another question from Silver:. Make no mistake, video on the Vision Pro is better — resolution matters! The societal impacts, though, are much more complicated. It is now eight years on from that talk, and seven years on from the launch of Google Assistant, but all of the old questions are as pertinent as ever. Malik wrote on his blog :. Detailed synthetic search results that effectively reproduce Wirecutter recommendations create less incentive for users to navigate to the original source. To be clear, this is absolutely a boon, particularly for readers, but also for any writer looking to have a broad impact. Second, while the eye tracking is an incredible feat of engineering, it is not nearly as precise as it needs to be for productive window management. We need to get down the learning curve with Meteor Lake, our first client partner. The question is if that nature been superceded by one focused on limiting losses and extracting profits; yes, there is still tremendous technological invention, but as Horace Dediu explained on Asymco , that is different than innovation, which means actually making products that move markets.

A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI. The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down. The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience.

Again, I get that there are probably technical limitations to enabling persistent Guest User sessions. We are first in the industry to have incorporated both gate-all-around and backside power delivery in a single process node, the latter unexpected two years ahead of our competition. It is now eight years on from that talk, and seven years on from the launch of Google Assistant, but all of the old questions are as pertinent as ever. Groq suggests a path to keeping the illusion intact. This is a time when many of us around the world are reflecting on how we can have the most positive impact. Facebook may have had designs on global community, but it still connected you with the people you cared about. Employees cheekily claimed they had buried the competition with Windows Phone 7. In a world defined by scarcity, those who control the scarce resources have the power to set the price for access to those resources. In the case of conversation, there is no effort required to talk to another human in person, or on the phone; to talk to them via chat is certainly convenient, but there is a much more tangible separation. The reason not to do so before was some combination of goodwill, questionable legality, and most importantly the sheer hassle of it all. The question is if the company is willing to risk it all. I wrote two years ago in Mistakes and Memes : Go back to the time before the printing press: while a limited number of texts were laboriously preserved by monks copying by hand, the vast majority of information transfer was verbal; this left room for information to evolve over time, but that evolution and its impact was limited by just how long it took to spread.