Stratechery

OpenAI's Spring Event, GPT-4o, OpenAI and Apple

The Great Flattening

An Interview with Matthew Belloni About Hollywood's Streaming Struggles

Apple's iPad Event, The Peaceful iPad, Disney Earnings

TSMC Earnings, TSMC's Pricing Mistake, Intel v. TSMC

Apple Earnings, Wearables and Vision Pro, AI Leverage

An Interview with Databricks CEO Ali Ghodsi About Building Enterprise AI

Databricks CEO Ali Ghodsi details the company's evolution from academic research at UC Berkeley to a multi-billion dollar enterprise centered on the "Lakehouse" architecture. This model unifies structured data warehouses and unstructured data lakes, enabling organizations to perform both business intelligence and advan...

The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings

Google Earnings, Google's Re-Org, Google's True Moonshot

Meta and Reasonable Doubt

An Interview with Walmart CEO Doug McMillon About Omnichannel Retail

Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers

Meta and Open

Netflix Earnings, Netflix's Reporting Change, Netflix's Waiting Game

An Interview with Michael Morton About E-Commerce Winners and Losers

More on Humane, Limitless, The iPhone Integration Barrier

MKBHDs For Everything

Intel's Modular Vision, Meta MTIA 2, Google Axion

An Interview with Google Cloud CEO Thomas Kurian About Google's Enterprise AI Strategy

Gemini 1.5 and Google's Nature