News
An Interview with Joanna Stern About Living With AI
50+ min ago (243+ words) An interview with Joanna Stern about her new book about living with AI, and starting her own media company. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this site. Please see…...
Microsoft Earnings, Apple Earnings
1+ day, 50+ min ago (249+ words) Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this…...
Google Earnings, Meta Earnings
3+ day, 50+ min ago (274+ words) Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all Anthropic). $15 / month or $150 / year Greatest Of All Talk…...
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
1+ week, 50+ min ago (256+ words) Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are…...
Intel Earnings, Intel's Differentiation? , Whither Terafab
1+ week, 1+ day ago (250+ words) Intel's earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab? $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS,…...
John Ternus and Apple's Hardware-Defined Future, Space XAI and Cursor
2+ week, 1+ day ago (245+ words) The elevation of John Ternus suggests that Apple's future is about hardware differentiation; then, the Space X-Cursor deal makes a lot of sense. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on…...
TSMC Earnings, New N3 Fabs, The Nvidia Ramp
2+ week, 3+ day ago (450+ words) TSMC's earnings suggest that the company's leadership is not truly bought into the AI growth story. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update…...
Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
3+ week, 1+ day ago (231+ words) Apple's Globalstar acquisition is being framed as Apple versus Space X, but I think the real story is about Apple. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this site. Please…...
Open AI's Memos, Frontier, Amazon and Anthropic
3+ week, 2+ day ago (218+ words) Breaking down Open AI's internal memo about taking on Anthropic in the enterprise. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more…...
Anthropic's New Model, The Mythos Wolf, Glasswing and Alignment
4+ week, 1+ day ago (259+ words) Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is right, that raises even deeper concerns. $15 / month or $150 / year Greatest Of All Talk Stratechery Updates are also available…...