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MKBHDs for Everything

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Anniversaries are strange: no one but those involved have any reason to even know they exist,...
Anniversaries are strange: no one but those involved have any reason to even know they exist, which makes them easy to skip; for example, last year I mostly ignored the 10 year anniversary of starting Stratechery because I was more eager to write about ChatGPT Getting a Computer. That leaves today, April 16, as my l...
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Interview with Google Cloud CEO Thomas Kurian on Google's Enterprise AI Strategy

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Good morning, This week’s Stratechery Interview is with Google Cloud CEO Thomas Kurian. Kurian joined Google...
Good morning, This week’s Stratechery Interview is with Google Cloud CEO Thomas Kurian. Kurian joined Google to lead the company’s cloud division in 2018; prior to that he was President of Product Development at Oracle, where he worked for 22 years. In this interview (which was conducted last night after I had alrea...
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United States vs. Apple

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First, there is the moment when the news hits the wires: U.S. Sues Apple, Alleges Tech...
First, there is the moment when the news hits the wires: U.S. Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly. This, we know, is the beginning of a long journey: there will be months or years of filings and discovery and preliminary rulings; eventually we will have a trial, and months after that a decision....
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Nvidia Waves and Moats

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From the Wall Street Journal: The Nvidia frenzy over artificial intelligence has come to this: Chief...
From the Wall Street Journal: The Nvidia frenzy over artificial intelligence has come to this: Chief Executive Jensen Huang unveiled his company’s latest chips on Monday in a sports arena at an event one analyst dubbed the “AI Woodstock.” Customers, partners and fans of the chip company descended on the SAP Center, ...
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Gemini and Google's Culture

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Last Wednesday, when the questions about Gemini’s political viewpoint were still limited to its image creation...
Last Wednesday, when the questions about Gemini’s political viewpoint were still limited to its image creation capabilities, I accused the company of being timid: Stepping back, I don’t, as a rule, want to wade into politics, and definitely not into culture war issues. At some point, though, you just have to state p...
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The Apple Vision Pro

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Intel's Humbling

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The Apple Vision Pro's Missing Apps

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Stratechery Year in Review

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