~stratechery | Bookmarks (48)

An interview with Snowflake CEO Sridhar Ramaswamy about taking over Snowflake, focusing on product, and competing in AI.

OpenAI's new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.

The Trump administration's Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in transparency.

Google could aggregate TV, but it might not have the product capability; that's a convoluted way of explaining why buying Wiz is a good idea

An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.

Jensen Huang's GTC keynote was a compelling argument in favor of Nvidia's position relative to ASICs when it comes to inference.

Intel's new CEO casts Pat Gelsinger's tenure and firing in a new light: was Intel's problem simply bad execution?

Metallica on the Vision Pro was cool, but ultimately disappointing, and symbolic of Apple's need to control everything.

An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and how he’s been learning to build a New Internet his whole life.

OpenAI has compelling new updates to their API that should be good for the API business; is that good for OpenAI?

More on Apple and AI, this time through the lens of Google's point of integration and where Apple should be in response. Plus, why Apple is so hostile to developers.

Apple AI is delayed, and Apple may be trying to do too much; what the company ought to do is empower developers to make AI applications.

An interview with Michael Nathanson about the endgame for traditional media companies as the streaming wars near their end, plus AI bubble questions and the future of analysis.

Alexa+ looks amazing, and that's exactly my problem with it: Amazon is trying to do too much, must like Apple did with new Siri

TSMC announced new fabs in the U.S., but without dates and processes it's safe to assume Taiwan is keeping its Silicon Shield.

Microsoft is pulling the plug on Skype, a service they never should have acquired and on which they spent way too much time and money; I'm still sad.

An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.

Ending the chip ban might be a mistake; I just hope people pushing for more realize that could be wrong as well. Then, Google's current position with LLMs, and the importance of GCP.

The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.

The iPhone 16e is more expensive than the SE it replaces, but the situation is probably temporary as Apple resets its lineup for Apple Intelligence

An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.

More on the U.K. vs. Apple, and then Netflix's earnings demonstrate how an Aggregator's advantage compounds via pricing power.

Grok-3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.

An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces, and the value chain for autonomous vehicle ride-sharing.