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Episode | Date |
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Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More
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Dec 19, 2024 |
(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon Valley
|
Dec 16, 2024 |
(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro
|
Dec 12, 2024 |
(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'
|
Dec 09, 2024 |
Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next
|
Dec 05, 2024 |
(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk
|
Dec 02, 2024 |
(Preview) LLM Utilities, Google Disruption, Remote Work Angst, Family Tech Support, and a Thanksgiving Mailbag
|
Nov 26, 2024 |
America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond
|
Nov 22, 2024 |
(Preview) Monday Mailbag: Netflix and Its Mike Tyson Adventures; WBD Settles with the NBA; Lessons from Building Passport
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Nov 18, 2024 |
(Preview) Today’s Internet and Tomorrow’s AI Innovation, Progress Reportedly Slowing for New LLMs, The Vision Pro as a Productivity Device
|
Nov 14, 2024 |
(Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election
|
Nov 07, 2024 |
(Preview) Monday Mailbag: The James Harden of Tech; Bandwidth and the Video Takeover; Gen AI and Ads; Political Donation Texts
|
Nov 04, 2024 |
Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's Dismay
|
Oct 31, 2024 |
(Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits
|
Oct 28, 2024 |
Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL Quarterbacks
|
Oct 24, 2024 |
(Preview) Monday Mailbag: The Value of the ChatGPT Brand; OpenAI and Its AGI Clause; Bitter Lesson Follow-Up; Orion and Big Tech Recruiting
|
Oct 21, 2024 |
Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market Questions
|
Oct 17, 2024 |
(Preview) Monday Mailbag: A Moment for SpaceX; After the End of the Beginning; Tesla's 'We, Robot' Event; Waymo Follow-Up
|
Oct 14, 2024 |
(Preview) Google and the Search for Antitrust Remedies, Network Effects and Natural Monopolies, Waymo vs. Tesla for the Future of Transportation
|
Oct 10, 2024 |
(Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption
|
Oct 02, 2024 |
(Preview) Mailbag Monday: Meta and the Smartphone; Upheaval at OpenAI; Dossier Censorship; ESPN and Media Consumption
|
Sep 30, 2024 |
Meta Previews an Augmented Reality Future, Orion and the Apple Vision Pro, A Call for More Live Keynotes
|
Sep 27, 2024 |
(Preview) Mailbag Monday: Sports Gambling Apps; PlayStation’s New Price Point; Robotics and AI Upheaval; Apple’s ‘Intelligence’ Ads
|
Sep 23, 2024 |
(Preview) OpenAI's Latest Model Is Not Like the Others, Copilot Pages and Salesforce Agents, When AI Moves from Copilots to Airplanes
|
Sep 19, 2024 |
(Preview) Mailbag Monday: Politics as Monoculture; Startup Anxiety in Europe and China; WhatsApp Spam
|
Sep 16, 2024 |
The Strategic Logic of the iPhone 16, Services Upside and Downside, Steve Jobs and Modern Apple
|
Sep 12, 2024 |
(Preview) Mailbag Monday: Three Apple Questions, Intel and Founder Mode, 230 Follow-Up, China’s Chip Ambitions
|
Sep 09, 2024 |
Understanding Intel’s Decline, Searching for Structural CHIPS Solutions, The Future of Section 230 Protections
|
Sep 05, 2024 |
The Arrest of Pavel Durov, Encryption Explanations and Moderation Questions, Mark Zuckerberg’s Letter to Congress
|
Aug 29, 2024 |
(Preview) Mailbag: Disney’s Taylor Swift Expansion, Canva and IPOs, Perplexity in Paris, SaaS for Cars, The Online Recipe Economy
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Aug 26, 2024 |
(Preview) Canva and the Disruption Ideal, What AI Could Mean for Graphic Design, Fubo and Venu and FUBAR Post-Cable Plans
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Aug 22, 2024 |
(Preview) Mailbag: Smartphone Subsidies, Apple Intelligence and Search, Surgeon Groupchats, The Metaverse and AI
|
Aug 19, 2024 |
(Preview) Computing History and Android’s Future, More Adventures with Apple Policies, The Olympics and a Cord Bag Tour
|
Aug 15, 2024 |
(Preview) Competing Principles and U.S. v. Google, What’s Next for Apple, Questions on Aggregators, Elon and Crunchyroll
|
Aug 09, 2024 |
(Preview) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics Strategy
|
Aug 01, 2024 |
(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending
|
Jul 25, 2024 |
(Preview) What Trump Could Mean for Tech, X as a News Source, Two Testimonials from ChatGPT Users
|
Jul 18, 2024 |
(Preview) Once More Unto the EU Breach, No Apple or Microsoft on OpenAI’s Board, Paramount Wants to Be a Tech Company
|
Jul 11, 2024 |
(Preview) Perplexity and the Media, Burning Furniture at the Structural Nadir, The EU and the Costs of Ambiguity
|
Jun 27, 2024 |
The FTC Sues Adobe, Keynote Season and Progress, A Few More Apple Questions
|
Jun 20, 2024 |
(Preview) Your WWDC Emails: GenAI for Work Email, Developer Questions, Strategy for OpenAI, Implications for Nvidia, and More
|
Jun 18, 2024 |
Apple Gets Intelligence, Unpacking the Partnership with OpenAI, What WWDC Can Tell Us About AI Adoption
|
Jun 12, 2024 |
(Preview) Microsoft’s Recall Mess, The Future of Streaming and Advertising, Follow-Up on Dark GPU Theory
|
Jun 10, 2024 |
(Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a Bubble
|
Jun 06, 2024 |
Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play
|
Jun 03, 2024 |
(Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/Microsoft
|
May 30, 2024 |
(Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAI
|
May 23, 2024 |
Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet Realities
|
May 20, 2024 |
(Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceX
|
May 17, 2024 |
(Preview) OpenAI and the Latency Leap, Questions About an Apple/OpenAI Partnership, A Defense of AI Dating Agents
|
May 14, 2024 |
A Disastrous (and Resonant) New iPad Commercial, The Future of Google Search, Tom Brady and the Netflix Roast
|
May 09, 2024 |
(Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium
|
May 07, 2024 |
(Preview) The NBA Creates a Rights Bidding War, The Optimal NBA Schedule, RSNs and the Future of Customer Acquisition
|
May 02, 2024 |
(Preview) Virtual Reality and the Innovator's Solution, Meta Embraces the Android Approach, Uber as an Aggregator
|
Apr 29, 2024 |
(Preview) TikTok and the E-Commerce Giants, The FTC Moves to Ban Noncompete Agreements, 'Bluey' and Streaming Leverage
|
Apr 25, 2024 |
(Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the Moonshot
|
Apr 22, 2024 |
10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1
|
Apr 18, 2024 |
(Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics
|
Apr 15, 2024 |
(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification
|
Apr 11, 2024 |
Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications
|
Apr 08, 2024 |
(Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy Consumption
|
Apr 02, 2024 |
New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and Accessories
|
Mar 28, 2024 |
(Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a Target
|
Mar 25, 2024 |
Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI
|
Mar 21, 2024 |
(Preview) Monetizing WhatsApp, Big Companies and Big Company Incentives, Why the New York Times Has a Podcast App
|
Mar 18, 2024 |
(Preview) Reddit Goes Public, Reddit and Evolution on the Internet, The Company that Should Buy TikTok
|
Mar 14, 2024 |
(Preview) Congress and TikTok, Listening to China to Understand the TikTok Concerns, Empty First Amendment Arguments
|
Mar 11, 2024 |
(Preview) Elon Musk Sues OpenAI, Apple’s Bizarre Epic Misstep, What Microsoft Could Teach Google
|
Mar 07, 2024 |
The Road to Personalized LLM Answers, The AI Risk for Aggregators, Anthropic Releases a ‘Near-Human’ Claude 3
|
Mar 05, 2024 |
(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car
|
Feb 29, 2024 |
(Preview) AI and the Big Five, Google and the Ongoing Gemini Catastrophe, The Stakes (or Lack Thereof) for Chatbot Output
|
Feb 26, 2024 |
(Preview) The History of Consoles, The Murky Present for Microsoft and Xbox, The Gaming Future for Sony and Meta
|
Feb 21, 2024 |
A Sports Super Bundle, The Next Challenge for Digital Advertising, Zuckerberg Reviews the Apple Vision Pro
|
Feb 15, 2024 |
(Preview) The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All
|
Feb 08, 2024 |
First Impressions of the Vision Pro: What It Is, What It Might Have Been, and a Note About Guest Mode
|
Feb 06, 2024 |
Mailbag: A Navy SEAL on the Vision Pro, Reading 10-Qs, Apple Follow Up, Netflix and Books, Unsolicited Parenting Advice
|
Feb 01, 2024 |
(Preview) Google’s Lumiere, The App Store and Lost Innovation, The Tension Between Property Rights and Public Interests
|
Jan 30, 2024 |
Why Netflix Bet on Wrestling, The Future of Watching Sports, Recapping a Week at the World Economic Forum in Davos
|
Jan 25, 2024 |
(Preview) Apple's Latest App Store Gambit, iTunes and Macworld Context, Vision Pro Developers on Strike
|
Jan 23, 2024 |
(Preview) The Peacock Playoff Experiment, Revisiting the OpenAI Lawsuit, Big Picture Questions After the Boeing Mess
|
Jan 16, 2024 |
(Preview) Another Max Mess for Boeing, Boeing as a Case Study, ESPN and the Vision Pro
|
Jan 10, 2024 |
The New York Times Sues OpenAI, Napster History vs. ChatGPT Future, Copyright Enforcement at the Aggregator Level
|
Jan 08, 2024 |
(Preview) Sharp Tech Holiday Hoopla: Streaming Mergers, Kitchen Tech, Worst Decisions, MBA Advice, Mac vs. PC and More
|
Dec 22, 2023 |
Apple Gets a Patent War for Christmas, Europe's Ability to Hijack the Regulatory Process, Systemic Questions After Adobe-Figma
|
Dec 20, 2023 |
Mailbag: Google and Antitrust Festivus, Credit Card Dominance, AI for Movies and Writing, Shohei’s Contract
|
Dec 13, 2023 |
(Preview) Google's Killer Instinct, The Gemini Demo and AI Unknowns, Notes on College Football and Mark Cuban
|
Dec 11, 2023 |
Why the Internet Is Getting Worse and Why That Might Be Good for Society
|
Dec 07, 2023 |
(Preview) Elon at the DealBook Summit, The Strategic and Technical Failures at X, What Musk Might Be Getting Right
|
Nov 30, 2023 |
(Preview) Altman Returns to OpenAI, Governments and the AI Ecosystem, Q* Questions and Hitchhiking Robots
|
Nov 27, 2023 |
OpenAI and Microsoft, Human Nature and the Not-So-Effective Altruists, Imperfect Information and the Cult of Sam Altman
|
Nov 21, 2023 |
A Stratechery, Sharp Tech, and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More
|
Nov 16, 2023 |
Will We Speak to Chatbots or Write to Them?, Obstacles for Apple and OpenAI, Follow-Up on Tech and Real Estate
|
Nov 15, 2023 |
Waiting for Immersive ChatGPT, ChatGPT and the Consumer Challenge, OpenAI’s Enterprise vs. Consumer Balancing Act
|
Nov 09, 2023 |
(Preview) The Future of Buying and Selling Houses, Two Price Fixing Lawsuits, The In-Season Tournament and Ronald Reagan
|
Nov 06, 2023 |
Biden’s Executive Order on AI, Innovation and the Steve Jobs Approach, Balancing AI Risks and Upside
|
Nov 02, 2023 |
(Preview) 100th Episode Mailbag: New MacBooks, CarPlay Closure, Dennard Scaling and the Chip Ban, Netflix and a Prestige Tier, Hardware as a Service
|
Oct 31, 2023 |
Netflix Revives the Monoculture, The NBA and Its Rights Fee Future, The Bidding Calculus for Amazon and Disney
|
Oct 26, 2023 |
(Preview) Google’s Calculus with Mobile Search, What US v. Google Makes Clear About Apple, Two Types of Regulation
|
Oct 23, 2023 |
(Preview) The New York Times, Fake News, and Seven Years of Misdirected Energy
|
Oct 19, 2023 |
College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and Apple
|
Oct 17, 2023 |
The Hamas Attacks and Social Media, Competing Public Interests, Efforts to Stay Sane in a New Information Ecosystem
|
Oct 12, 2023 |
(Preview) The Sphere is Here, Collapsing Distinctions Between Physical and Digital Reality, Emails on Amazon and Antitrust
|
Oct 05, 2023 |
(Preview) Amazon and the FTC, Antitrust Laws and Big Tech, Consumer Welfare and American Welfare
|
Oct 03, 2023 |
Voice and Video Demos with ChatGPT, How AI Could Redeem Meta’s Mixed Reality Bets, OpenAI Explores Hardware
|
Sep 29, 2023 |
New Features for ChatGPT and Spotify, Revisiting the CarPlay Discussion, TikTot on Advertising and Time Management
|
Sep 26, 2023 |
(Preview) Microsoft’s Snafu and Apple’s Shenanigans, Car Companies with SaaS Envy, The Logic Behind Delta's SkyMiles Move
|
Sep 21, 2023 |
An Endgame for YouTube TV, Big Disney Decisions (And Whether Bob Iger Should Make Them), The Era Beyond Peak TV
|
Sep 19, 2023 |
(Preview) Is the iPhone Still Interesting?, Unity’s New Model for Mobile Developers, YouTube Highlights and Taylor Swift’s New Movie
|
Sep 14, 2023 |
Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention
|
Sep 12, 2023 |
Disney vs. Charter and a New ESPN Reality, The Future of the Cable Business, Risks for the NBA and Other Sports
|
Sep 07, 2023 |
(Preview) Why Amazon and Shopify Went from Rivals to Partners, A More Precise Definition of Disruption, Streams and Nightmares for Warner/ESPN/Disney
|
Aug 31, 2023 |
Your Regularly Scheduled Nvidia Hysteria, Nvidia and the Metaverse, Questions on Sony and Adyen
|
Aug 29, 2023 |
China Turmoil and America’s Hidden Superpower, Bing vs. Google Six Months Later, Studios Disrupted Themselves to Invent Broadcast TV
|
Aug 22, 2023 |
(Preview) The Path to an ESPN Streaming Network, Disney Follow-Up and Fox Success, Two Perspectives on Google Photos
|
Aug 17, 2023 |
The Business of Taylor Swift, 'Eras' and Social Media, The Two Big Obstacles Preventing an Apple and Disney Merger
|
Aug 14, 2023 |
Meta’s EU Plans and Microsoft’s AI Pricing, The Barbell Effect Hits College Football, Photo Sharing in Parenthood
|
Aug 08, 2023 |
(Preview) The Week of LK-99 Intrigue, China and Trailing Edges Chips, Intel Goes to Washington
|
Aug 03, 2023 |
Facebook Bowed to White House Pressure, The US Department of Technology, Fusion and Starlink and Swiftie Spotify
|
Jul 31, 2023 |
(Preview) Why Netflix Will Keep Raising Prices, The Spotify Model in Hollywood, Twitter’s Inexplicable Rebrand and WeChat Dreams
|
Jul 25, 2023 |
(Preview) Meta Takes Llama Open Source, Why Llama Might Be More Important than OpenAI, ChatGPT Hits a Plateau
|
Jul 20, 2023 |
Tech and Two Strikes in Hollywood, Harsh Streaming Realities and a Big Residuals Mess, Iger’s Challenges at Disney
|
Jul 18, 2023 |
(Preview) Microsoft Wins Its Activision Case, What's Next for the Merger and the FTC, Follow-Up Questions on Threads and Twitter
|
Jul 13, 2023 |
The Threads Episode: How We Got Here, Meta Obstacles and Advantages, Everyone Hates Twitter (And Uses It Every Day)
|
Jul 10, 2023 |
(Preview) The Case for Supersonic Travel, End of June Mail on TSMC/Google/Reddit, Touching Grass in Madison
|
Jun 26, 2023 |
Spotify’s Royal Mess, Ford and GM Partner with Tesla, HBO Weighs Selling Content to Netflix
|
Jun 22, 2023 |
(Preview) Reddit as a Business, APIs and Interest Rates and Angry Moderators, The Athletic Rethinks Its Coverage Approach
|
Jun 15, 2023 |
An All Things Apple Mailbag: AI and the Vision Pro, Gaming Ambivalence, Immersive Memories, VR Sports Rights
|
Jun 13, 2023 |
(Preview) Vision Pro at First Sight: How It Works, Why It Costs $3,500, and What It Might Mean for the Future of Computing
|
Jun 07, 2023 |
A Few Questions Before Apple Embraces Virtual Reality, Meta Tries to Crash Headset Week, Nvidia and the Omniverse
|
Jun 04, 2023 |
(Preview) An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy Consumption
|
Jun 01, 2023 |
(Preview) Windows and the AI Platform Shift, OpenAI Enters the App Store, Follow-Up on Sports Streaming and Cable Hindsight
|
May 25, 2023 |
ESPN as Cable’s Grim Reaper, How the Cable Bundle Crumbled, What Taylor Swift Can Teach Content Companies
|
May 22, 2023 |
(Preview) What Google Wants to Do with AI, The Tensions Inherent to AI Regulation, Can an Apple Headset Revive VR?
|
May 17, 2023 |
(Preview) Google’s Lesson for Hardware Dreamers, How Facebook and Apple Can Help Each Other, A Case for Touching Parchment
|
May 11, 2023 |
The Chip Ban Seven Months Later, China's Response, More on Intel and Tower Semiconductor
|
May 08, 2023 |
(Preview) Venture-Backed Businesses of the Past Decade, Why Streamers Want Sports Rights, The Suns Choose Reach over RSN Fees
|
May 04, 2023 |
What’s the Deal with Micropayments?, Costs and Benefits and Twitter Blue, More Thoughts on Microsoft-Activision
|
May 01, 2023 |
(Preview) The UK Blocks Microsoft-Activision, Globalized Companies and Local Regulations, Antitrust and Innovation
|
Apr 27, 2023 |
Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the Earth
|
Apr 24, 2023 |
(Preview) Fair Use Follow-Up, LLMs in Litigation, Positives and Negatives for Zoom, The Ultimate Apple Mystery
|
Apr 20, 2023 |
Generative AI and Copyright, When AI Hits the Music Business, The Social Media that Comes After Twitter
|
Apr 17, 2023 |
Clown Car History Lessons, Both Sides of the Twitter-Substack Fight, Parenthood Tech Strategies
|
Apr 10, 2023 |
(Preview) A Twitter Temperature Check, Reactions to that AI Open Letter, The Technical Logistics of a TikTok Ban
|
Mar 30, 2023 |
Evaluating AI Risk and Entering an Era of Incredible Unknowns
|
Mar 27, 2023 |
Appropriate Fear of Microsoft, A Workplace Efficiency Counterpoint, Artifact and Substack in the Modern Era
|
Mar 20, 2023 |
(Preview) A Big Week for AI, Closed Source vs. Open Source Development, Meta in the "Year of Efficiency"
|
Mar 16, 2023 |
The SVB Collapse, How the Government Responded, and the Era in Tech that Ended This Weekend
|
Mar 13, 2023 |
(Preview) Xbox History and VR’s Future, The TikTok Ban, Much to Consider Before a Pivot from Big Tech
|
Mar 09, 2023 |
What the NBA Can Learn from Formula 1, Why ESPN May Need to Pivot Too, The EPL Outlier and Apple's MLS Experiment
|
Mar 06, 2023 |
The Google Culture Question, A Law of Large Companies, Twitter's Algorithm Plans, Apple's Attempt at Glucose Monitoring
|
Feb 27, 2023 |
(Preview) What Spotify Learned About Podcasting, The RSN Train Wheezing Along, Does ESPN Need the NBA?
|
Feb 23, 2023 |
A Viking Funeral for Sydney the Chatbot, Meta’s Verified Experiment, Algorithms and Liability as Section 230 Takes Center Stage
|
Feb 20, 2023 |
(Preview) The Bing to Sydney Epiphany, Search as an AI Red Herring, Moving to a Cabin in an Undisclosed Location
|
Feb 16, 2023 |
(Preview) Google vs. Bing Begins, Bear Cases for AI, Apple's Lost Hardware Opportunity, The Implications of the Bally Sports Bankruptcy
|
Feb 09, 2023 |
Meta Comes Roaring Back, What the Market Missed Last Fall, The Compromises that Define the Modern Internet
|
Feb 06, 2023 |
(Preview) Cloudflare in 2023, Macro Conditions and Microsoft, Questions and Answers on the Tech Layoffs, Diving Deeper (literally) on MVNOs
|
Feb 02, 2023 |
Solving Online Groceries, Explaining Those Cheap New Cell Phone Plans, Autonomous Deliveries, Tech vs. Humans in Content Development
|
Jan 30, 2023 |
(Preview) How Google Conquered Ads, What the DOJ Wants to Do About It, Follow-Ups on Free Netflix, Checking in with Peloton
|
Jan 26, 2023 |
Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve
|
Jan 23, 2023 |
A Beginner's Guide to ARM, Amazon and Buy with Prime, Apple in the 90s, Who Wants to Own WWE?
|
Jan 19, 2023 |
What's Going on at Amazon? and AI Language Barriers
|
Jan 16, 2023 |
GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and More
|
Jan 12, 2023 |
Sharp Tech Holiday Hoopla: Gift Recs and YouTube TV, Microchips and Remote Work, Could ChatGPT Run a Basketball Team?
|
Dec 22, 2022 |
Another Weekend with Musk: More Chaos, Fewer Options, and an Object Lesson in the Importance of Principles
|
Dec 19, 2022 |
The Past/Present/Future of Tech Antitrust Arguments and More on TSMC in Arizona
|
Dec 15, 2022 |
Making Advanced Microchips in Arizona and Imagining a Remote Work Future
|
Dec 13, 2022 |
When AI Moves Faster than Products, Microsoft's Evil Genius, Australian Rules for America's Ad Market, Questions on YouTube/Twitter/Spotify
|
Dec 08, 2022 |
A Beginner’s Guide to ChatGPT: How It Works, Why Tech Twitter is Euphoric, and What the Next Challenges Look Like
|
Dec 05, 2022 |
Apple's Exposure in a Musk War, Alexa: Find 10 Billion Dollars, YouTube’s Rev Share Model, The Next Great Tech Movie
|
Dec 01, 2022 |
The Cult of Iger and the Future at Disney and ESPN
|
Nov 28, 2022 |
Mailbag: A Premature Twitter Eulogy, Netflix in Theaters, Buy or Sell: Strategy Consultants, The Six People You Meet in a Group Chat
|
Nov 21, 2022 |
A Closer Look at Opendoor and Cloudflare and Responses to Your FTX Emails
|
Nov 17, 2022 |
Making Sense of the FTX Catastrophe and a Reality Check on Twitter Under Musk
|
Nov 14, 2022 |
A Beginner's Guide to Spotify and Emails on Antitrust and Algorithms
|
Nov 10, 2022 |
Mailbag: Down the 230 Rabbit Hole, A Third Door Moderation Approach, Twitter Follow-Up, Andrew Responds to the Nicest Angry Emails Ever
|
Nov 07, 2022 |
The First Week of New Twitter and Apple/Netflix/Taiwan Follow-Up
|
Nov 03, 2022 |
Mailbag: How to Read an Earnings Report, TikTok's ATT Challenges, The Net Impact of Social Media, Lessons of a Young Tech Employee
|
Oct 31, 2022 |
Google/Facebook/Snap Earnings and Another Dimension of Automation
|
Oct 27, 2022 |
Good News for Netflix Believers and the Latest TikTok Reporting
|
Oct 24, 2022 |
Mailbag: Chip Ban Follow Up, What About Tik Tok?, Validating AI Work Product, Coaches and GMs as CEOs
|
Oct 20, 2022 |
Questions, Concerns and Unknowns after the China Chip Ban
|
Oct 18, 2022 |
Mailbag: Metaverse Week Concludes, A Hater's Take on Virtual Reality, The Apple Question, Touring the Stratechery Travel Kit
|
Oct 14, 2022 |
New Metaverse Dreams and Old Metaverse Questions
|
Oct 11, 2022 |
Mailbag: Two Musk Questions, Streaming Follow Up, Ad-Supported Businesses, Interrogating Andrew on Tech
|
Oct 07, 2022 |
Cable Temperature Check and a Bundle Experiment
|
Oct 04, 2022 |
Mailbag: Apple Privacy Counterpoint, Covid and Content Moderation, Phoenix Suns Sale, Justice for Gamers
|
Sep 29, 2022 |
Nvidia Backlash and the China Conundrum
|
Sep 27, 2022 |
Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine Lore
|
Sep 22, 2022 |
Introducing Sharp Tech
|
Sep 20, 2022 |
What AI Is Today and What It Might Be Tomorrow
|
Sep 13, 2022 |
Google-as-Government and Netflix vs. HBO Max
|
Aug 24, 2022 |
Apple's Privacy Power Play and TikTok Concerns
|
Aug 17, 2022 |
Meta’s Murky Future and the Transformed New York Times
|
Aug 11, 2022 |
CHIPS History and Pelosi’s Taiwan Visit
|
Aug 04, 2022 |