Stratechery

An Interview with Netflix co-CEO Greg Peters About Strategy and Execution

TSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up

Amazon and Diamond Sports, Netflix and WWE

The Apple Vision Pro's Missing Apps

An Interview with Om Malik About Tech's History and Future

The Supreme Court Declines to Hear Apple-Epic, Apple's (Predictable) Response

OpenAI Launches GPT Store, The Everything Engine and Advertising, Artifact Shuts Down

An Interview with Arm CEO Rene Haas

AI at CES, The Rabbit R1

Substack and Platformer, Moderation and Infrastructure, Bars and Culture

In this Stratechery update, Ben Thompson discusses the controversy surrounding Substack's moderation policies, particularly regarding Nazi content. He summarizes Casey Newton's reporting on Substack's decision to remove some publications supporting Nazis, while maintaining its overall content policy. Thompson analyzes ...

The New York Times' AI Opportunity

Adobe Abandons Figma Acquisition; The Neo-Brandeis Movement's Missed Opportunity; First, Do No Harm

Apple Watch Import Ban, Apple v Masimo, Apple's Response

Google's True Moonshot

An Interview with Nat Friedman and Daniel Gross About the Human Component of AI

This podcast episode explores various aspects of AI development, including its impact on society, the implications for businesses, the role of different companies such as OpenAI and NVIDIA, and the future of virtual assistants. The discussions highlight the complexity and transformative effect of AI technology, the imp...

Netflix's Data Drop, Power Laws, Netflix's Motivations

Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question

Google Gemini; Performance, Infrastructure, and Integration; Apple MLX

An Interview with Michael Nathanson About a Tumultuous Year in Media

Spotify Layoffs, Lessons From Spotify, Ek's Letter and Spotify's Debt