Stratechery

Trump on Rogan, The Voters Decide, The Podcast Election

An Interview with Salesforce CEO Marc Benioff about AI Abundance

In this podcast episode, Salesforce CEO Marc Benioff dives into his journey through the tech industry. He opens up about his early experiences at Apple and Oracle before founding Salesforce and revolutionizing the business landscape. Benioff highlights how cloud computing has changed everything and explains the importa...

Netflix Earnings, Netflix Maintenance, Netflix's Venture Model

Stripe Acquires Bridge, Stablecoins, Platform of Platforms

TSMC Earnings, Margins and Arizona, ASML and Peak Lithography

An Interview with Hugo Barra About Orion and Meta's AR Strategy

In this podcast episode, Hugo Barra dives into an engaging discussion about augmented reality (AR) and the launch of Meta's Orion device. With his wealth of experience in the tech industry, Barra explores how spatial computing has evolved, the role of AI in enhancing mobile technology, and what this means for user inte...

Intel and AMD to Collaborate on x86, A History of Intel and AMD, ARM and AI

Elon Dreams and Bitter Lessons

An Interview with Eric Seufert About the Current State of Digital Advertising

Tesla's Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines

Google's Play Store Remedies, The Injunction, The Power of Network Effects

U.S. Communications Hacked, The History of CALEA, Encryption and Backdoors

An Interview with Gregory Allen About Transforming U.S. Defense

OpenAI DevDay, OpenAI's Wrenching Transition, Lonely At the Top

Taking Waymo, Uber and Waymo

More on Orion, Where Vision Pro Went Wrong, Apple's Response and Meta's Motivation

An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs

Snap Spectacles, iOS 18 Contacts Crack Down

Enterprise Philosophy and The First Wave of AI

Intel Changes, Qualcomm-Intel Rumors, Microsoft and Three Mile Island