Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for candidates in the future. at Stratechery.com

Generative AI is clearly a big deal, but the biggest winner so far is Nvidia, in one of the clearest examples of the picks-and-shovels ethos on which San Francisco was founded: the most money to be made is in furnishing the Forty-niners (yes, I am using a linear scale instead of the log scale above for effect): at Stratechery.com

TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs are struggling at Stratechery.com

Netflix’s margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its lead, thanks to getting to scale first. at Stratechery.com

Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI. at Stratechery.com

Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. 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 ... at Stratechery.com

On the business, strategy, and impact of technology. at Stratechery.com

Stratechery is a subscription-based newsletter and website that covers the business, strategy, and impact of technology. Read articles and interviews on topics such as SpaceX, Tesla, Google, digital advertising, and more. 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

Enterprise Philosophy and The First Wave of AI. Tuesday, September 24, 2024. The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later. 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

Ben Thompson, the founder of Stratechery, a website for technology strategy analysis, talks about his business journey and vision with Acquired hosts. Listen to how he pioneered the subscription internet media model and expanded his offerings with podcasts and Stratechery Plus. at Podcasts.apple.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

Listen to Stratechery on Spotify. Content from Stratechery, via podcast or RSS at Open.spotify.com

Ben Thompson, the founder of Stratechery, a website that analyzes business and tech strategy, joins Acquired to talk about his journey, his subscription model, and his plans for Stratechery Plus. Listen to this episode to learn how Ben inspired a generation of content creators and how he evolved his business over the years. at Youtube.com

How did Ben Thompson build a successful subscription-based blog and newsletter on media and technology strategy from Taiwan? He explains his insights, business models, and challenges at Code Media conference. at Vox.com