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Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.

stratechery.com·11w

Anthropic and Alignment

stratechery.com·11w·Lobsters, Hacker News, Hacker News

An Interview with Bill Gurley About Runnin’ Down a Dream

stratechery.com·11w

Xbox Replaces Head of Gaming, Xbox History, Whither Xbox

stratechery.com·11w·Hacker News

Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages

stratechery.com·12w·Hacker News

An Interview with Matthew Ball About Gaming and the Fight for Attention

stratechery.com·12w·r/Longreads

Shopify Earnings, Shopify’s AI Advantages

stratechery.com·12w

Thin Is In

stratechery.com·13w·Hacker News, Hacker News

An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast

stratechery.com·13w

Spotify Earnings, Individualized Networks, AI and Aggregation

stratechery.com·13w·Hacker News

Amazon Earnings, CapEx Concerns, Commodity AI

stratechery.com·14w

Google Earnings, Google Cloud Crushes, Search Advertising and LLMs

stratechery.com·14w

An Interview with Benedict Evans About AI and Software

stratechery.com·14w

Apple Earnings, Supply Chain Speculation, China and Industrial Design

stratechery.com·14w

Microsoft and Software Survival

stratechery.com·15w·Hacker News

Personal Day

stratechery.com·15w

Meta Earnings, Turning Dials, Zuckerberg’s Motivation

stratechery.com·15w

An Interview with Kalshi CEO Tarek Monsour About Prediction Markets

stratechery.com·15w

Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism

stratechery.com·16w

Apple: You (Still) Don't Understand the Vision Pro

stratechery.com·18w

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