Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones. at Stratechery.com

The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built fairly. at Stratechery.com

Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs between Blackwell and Hopper, and it impacts both Nvidia’s at Stratechery.com

The Tyson-Paul boxing match was Netflix's biggest event yet, as the company draws increasingly clear lines between customer acquisition and churn mitigation. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. at Stratechery.com

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura Behrens Wu, and Shishir Mehrotra; and discussions with fellow analysts like Eric Seufert, Matthew Ball, and Bill Bishop. at Stratechery.com

Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have, relative to most other manufactured goods, minimal ... at Stratechery.com

Stratechery from the beginning has been focused on the implications of abundance and the companies able to navigate it on behalf of massive user bases — the Aggregators. AI takes abundance to infinity, and Meta is the purest play of all. I wrote a follow-up to this Article in this Daily Update. 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

Stratechery is innocently built on his website as the business strategy and impact of technology. Stratechery, as Ben puts it, started as some guy in Taiwan with no access. Today, Stratechery is a powerhouse shaping the thoughts and conversation of the entire technology industry around the world at the highest levels. at Acquired.fm

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

This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years. The End of Trickle-Down Technology. Reaching developing markets depends on understanding that consumers with a small budget are very different from consumers who aren’t interested in spending much. at Stratechery.com

Ben Thompson joins Acquired to discuss the business of Stratechery itself and celebrate 10 years (!) of the internet’s best strategy analysis destination. Ev... at Youtube.com

Read the Article: https://stratechery.com/2024/gemini-and-googles-culture/Links: Stratechery: https://stratechery.comSign up for Stratechery Plus: https://st... at Youtube.com