Stratechery is on holiday from December 23, 2024 to January 3, 2025; the next Stratechery Update will be on Monday, January 6. at Stratechery.com

This year Stratechery published 29 free Articles, 109 subscriber Updates, and 40 Interviews. Today, as per tradition, I summarize the most popular and most important posts of the year. The five most-viewed articles on Stratechery according to page views: at Stratechery.com

Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. at Stratechery.com

In 1980 IBM, under pressure from its customers to provide computers for personal use, not just mainframes, set out to create the IBM PC; given the project’s low internal priority but high external demand they decided to outsource two critical components ... at Stratechery.com

Pat Gelsinger is out as Intel CEO. It seems likely that the board has cold feet about the foundry business, and a split may be forthcoming. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Stratechery is on break ... at Stratechery.com

Stratechery is on break and will return Monday, January 6th. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. at Stratechery.com

Anduril announced the Lattice SDK, which isn't as exciting as a new weapon, but is in fact much more important for the future of the U.S. military Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Stratechery is on ... at Stratechery.com

Rapidus, Japan's new foundry on the leading edge, doesn't make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole ... at Stratechery.com

An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war. Subscribe to Stratechery Plus to receive full ... at Stratechery.com

Stratechery is on holiday from December 23, 2024 to January 3, 2025; the next Stratechery Update will be on Monday, January 6. In addition, the next episode of Sharp Tech will be on Monday, January 6, the next episode of Dithering will be on Tuesday, January 7. Sharp China will return the week of January 13.. The full Stratechery posting schedule is here. at Stratechery.com

Stratechery is a subscription-based website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Learn about the author, his ethics, his speaking engagements, and his terms of service and privacy policy. at Stratechery.com

Stratechery Plus offers full access to Stratechery, a newsletter and podcast by Ben Thompson that covers technology and its impact on society. Subscribers also get exclusive interviews, podcasts, and newsletters on topics such as China, NBA, and dithering. at Stratechery.com

Ben Thompson is an American tech and media analyst who runs Stratechery, a subscription-based newsletter and podcast. He is known for his aggregation theory, which explains how platforms dominate industries with zero marginal costs and multi-sided networks. at En.wikipedia.org

Stratechery is a book and periodical publishing company that provides weekly articles and daily updates on the strategy and business side of technology and media. Follow Stratechery on LinkedIn to see its latest insights on topics such as AI, Meta, Apple, Google, and more. at Linkedin.com

Content from Stratechery, via podcast or RSS. Podcast · Ben Thompson · Content from Stratechery, via podcast or RSS. Sign up Log in. Your Library. Create your first playlist It's easy, we'll help you. Create playlist. Let's find some podcasts to follow We'll keep you updated on new episodes. Browse podcasts. Legal. at Open.spotify.com

Ben Gilbert and David Rosenthal interview Ben Thompson, the founder of Stratechery, a website that analyzes the business and strategy of technology. They discuss the history, evolution and vision of Stratechery, as well as its impact on the industry and its creators. at Acquired.fm

Nearly every Article on Stratechery this year was about AI in some way or another, and that is likely to be true for years to come. This year Stratechery published 29 free Articles, 109 subscriber Updates, and 40 Interviews. Today, as per tradition, I summarize the most popular and most important posts of the year. The Five Most-Viewed Articles at Stratechery.com

Exponent is a podcast hosted by Ben Thompson and James Allworth, who analyze the impact of technology on business and society. Listen to episodes on topics such as AI, metaverse, podcasts, Trump, Apple, and more. at Podcasts.apple.com

Stratechery is a highly praised newsletter and a podcast, known to provide the clearest insights in the industry. Ben Thompson shares in-depth commentary with a high level of detail and analysis on what is happening in tech and media. Considered one of the sharpest thinkers, the author tackles a high variety of topics from business models and ... at Readsom.com