~stratechery | Bookmarks (61)

Google's earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between Search + AI and AI > Search.

The best Stratechery content from the week of April 21, 2025, including Tech History and Apple's Future, Dithering on Google, and Hamsters and Antibodies.

An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.

Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.

Google lost its ad antitrust case; if the case is upheld, it has important implications for all Aggregators.

The best Stratechery content from the week of April 14, 2025, including the three eras of Facebook, the NBA Playoffs, and the CHIPS Act.

An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.

It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help.

The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition.

ChatGPT's memory feature is pretty basic, but it's the sort of product feature that can build a moat, particularly if it's extended to other use cases.

The best Stratechery content from the week of April 7, 2025, with a focus on the Trump administration's disastrous tariffs, Apple's complicated future, and how China might respond.

An interview with Google Cloud Platform CEO Thomas Kurian about Google's infrastructure advantage and building and enterprise service culture.

A new take on Trump's tariffs, including using a disruption lens to understand the U.S.'s manufacturing problem, and why a better plan would leverage demand, not kill it.

A focus on the tariff's impact on Apple specifically, and how Apple itself contributed to China's technological development.

There is an argument for the Trump tariffs, but the risks are too great relative to the uncertain rewards

Stratechery is on vacation from March 31 to April 3; the next Stratechery Update will be on Monday, April 7. There will be still be one Sharp Tech episode on Monday, March 31, and one Dithering episode on Tuesday, April 1. The full Stratechery posting schedule is here.

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?