Gemini 1.5 and Google’s Nature
Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale...
United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren't about the App...
Nvidia Waves and Moats
Nvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before...
Aggregator’s AI Risk
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business...
Gemini and Google’s Culture
The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business...
Sora, Groq, and Virtual Reality
OpenAI's new video model and a new chip for Groq are important developments in not just...
Intel’s Humbling
Intel under Pat Gelsinger is reaping the disaster that came from a lack of investment and...
The Apple Vision Pro’s Missing Apps
The Apple Vision Pro is missing some important apps, and it seems likely that Apple's App...
The New York Times’ AI Opportunity
The New York Times is suing OpenAI, but it is the New York Times that stands...
Holiday Break: December 25th to January 5th
Stratechery is on holiday from December 25, 2023 to January 5, 2024; the next Stratechery Update...
The 2023 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2023.