~stratechery | Bookmarks (9)
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Elon Dreams and Bitter Lessons
SpaceX's triumph is downstream of a dream and getting the cost structure necessary to make it...
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Enterprise Philosophy and The First Wave of AI
The first wave of successful AI implementations will probably look more like the first wave of...
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Boomer Apple
Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
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Intel Honesty
The best way to both save Intel and have leading edge manufacturing in the U.S. is...
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Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too...
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Crashes and Competition
The recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have...
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The E.U. Goes Too Far
Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U....
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Summer Break: Week of July 1st
Stratechery is on summer break the week of July 1. There will be no Weekly Article...