Aggregation Theory describes how platforms (i. Sep 5, 2023 On December 12, 1975, RCA Corporation launched its Satcom I communications satellite; the primary purpose was to provide long-distance telephone service between Alaska and the continental U. The service will be called R2 one less than S3, quipped Cloudflare CEO. Wednesday, October 6, 2021. 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. The OpenAI Keynote. 198 episodes. 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. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. The 2020 Stratechery Year in Review. The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to break through in a major way. Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance. Consider the seven qualities Matthew Ball used to define the Metaverse; the Internet satisfies all of them The Internet is persistent. In the lingo, this imaginary place is known as the Metaverse. A blog post that analyzes Microsoft&x27;s strategy and vision under CEO Satya Nadella, who has moved the company away from a focus on Windows and devices to a focus on cloud, services, and partnerships. Qualcomm is most known for and widely associated with mobile phones; the problem for the company from a valuation. aggregators) come to dominate the industries in which they compete in a systematic and predictable way. Cloudflare is ready to launch a new cloud object storage service that promises to be cheaper than the established alternatives, a step the company believes will catapult it into direct competition with AWS and other cloud providers. 0, despite its economic logic predicated on the technology undergirding the Internet, is not the end-state. Apples Mistake. After all, only eleven years ago Procter & Gamble (P&G) bought Gillette, the market leader in shaving, for a staggering 57. A Framework for Regulating Content on the Internet. Intel, despite investing the most (and having contributed a big chunk of the underlying technology), was convinced it could stick with immersion lithography as it transitioned first to 10-nanometer and then 7-nanometer chips. Tuesday, November 7, 2023. 0 company. Shopifys Evolution. Stratechery by Ben Thompson is a website that explores the interplay between business and technology, covering topics such as strategy, innovation, disruption, and evolution. Just look at the title The misplaced optimism is twofold first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to. Shopifys Evolution. Bill Simmons had a quick aside about Taylor Swift on the most recent episode of his eponymous podcast. This Daily Update Interview is also available as a podcast. If youre a Stratechery subscriber, it costs 3month or 30year to add it as a bundle. What differentiated Instagram was the product of its initial evolution the network and adding a new format to that network was, broadly speaking, no different than adding an algorithmic feed. Subscribe for 120year. Stratechery is a blog by Ben Thompson that covers the business, strategy, and impact of technology, with a focus on AI, software, and digital media. Exponent is a podcast about tech and society hosted by Ben Thompson and James Allworth. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Business schools suggest that with the right frameworks, an executive can understand how to manage all kinds of problems what happens, though, when many of the inputs to those frameworks are zero Zero distribution costs. Monday, November 28, 2022. Parag Agrawal, Twitters chief technology officer, will take over the helm, the company said Monday. But know this I would not be talking about Bing Chat for the fourth day in a row if I didnt really, really, think it was worth it. Ben Thompson joins Acquired to discuss the business of Stratechery itself and celebrate 10 years () of the internets best strategy analysis destination. The capitalization is intentional; Fukuyama. You can buy Stratechery and. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85 countries who want to understand tech and its impact on society. Hiro spends a lot of time in the Metaverse. I have to admit, Im actually kind of surprised, I had it in my head that youve been on Stratechery before, but assuming the search on my site is working correctly, my actual only mention of you was when I cited an interview you did. Both showed how narratives can lead people astray. Ben Thompson is the author of Stratechery, a blog about the business and strategy of technology. I have never seen anything like the phenomenon around this concert tour, and I have been alive for all the concert tours since the mid-70sfrom a cultural standpoint, from a multi. Monday, April 2, 2018. Stratchery is a blog written by Ben Thompson. Stratechery Podcasts are audio versions of Stratechery posts. Copy over the audio file from the podcatcher into iTunes. The agreement comes just hours before ESPNs coverage of the first. It follows, then, that debates around companies like Google that use. You can find previous years here 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 I am both proud and grateful to have made it to this milestone. Monday, December 18, 2023. Facebook announced Facebook Shops. At first glance, this might seem like a bit of a surprise; after all, Stratechery is well known for describing Aggregation Theory, which is predicated on controlling demand. Ben Thompson is the author of Stratechery, a blog about the business and strategy of technology. Stratechery is a blog by Ben Thompson that covers the business, strategy, and impact of technology, with a focus on AI, software, and digital media. Smartphones first addressed needs the PC couldnt, then over time started taking over PC functionality directly. The Department of Justices 1998 complaint against Microsoft accused the company of, amongst other things, tying the Internet Explorer browser to the Windows operating system Internet browsers are separate products competing in a separate product market from PC operating systems, and it is efficient to supply the two products. Shyam Sankar and Ted Mabrey, welcome to Stratechery. May 15, 2023 Google IO and the Coming AI Battles. At first glance, the proposed (and now-withdrawn) acquisition of Harrys Razors by Edgewell Personal Care Co. May 31, 2022 Thin Platforms. Get personalized recommendations, and learn where to watch across hundreds of streaming providers. Monday, December 18, 2023. Zero Trust Information. 0, despite its economic logic predicated on the technology undergirding the Internet, is not the end-state. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Two boats, and a big ocean. Regretful Accelerationism. Tuesday, November 14, 2023. Feb 6, 2023 The End of Zero Interest Rates. Dec 7, 2023 Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance. Apple, ARM, and Intel. 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. At the time we discussed Intels ambitious IDM 2. 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. As I note in the interview, this should ring a bell for Stratechery readers what Huang is describing is the computing functionality that undergirds Aggregation Theory, wherein value in a world of abundance accrues to those entities geared towards discovery and providing means of navigating this world that is fundamentally disconnected from the. Senator Warrens second mistake is a misstating of why large tech companies are dominant. Epic Decision Stratechery by Ben Thompson. Thursday, November 16, 2023. Tuesday, July 14, 2020. 1 billion. Wednesday, February 15, 2023. To receive it in your podcast player, visit Stratechery. Stratechery is a website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Political Chips. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google IO, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apples iOS introductions at WWDC). When I called the current status quo The End of the Beginning, it turns out The Beginning I was referring to was History. It is certainly possible that, as per recent speculation, Facebook CEO Mark Zuckerberg is preparing to run for President. Apple, ARM, and Intel. Intel, despite investing the most (and having contributed a big chunk of the underlying technology), was convinced it could stick with immersion lithography as it transitioned first to 10-nanometer and then 7-nanometer chips. Cloudflares Disruption. Facebook; Twitter;. Jan 9, 2023 AI and the Big Five. 0 company. Oct 28, 2021 Meta. Back in 2004 a lot of the pieces that were necessary to run an e-commerce site existed, albeit in rudimentary and hard-to-use forms. 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. Zero marginal costs. 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. May 31, 2022 Thin Platforms. Apr 4, 2022 Why Netflix Should Sell Ads. New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success. An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco. It seems clear to me that this is a new epoch in technology. Tuesday, June 6, 2023. , as. An awful lot of stuff, actually. When Spotify filed for its direct listing in 2018, it was popular to compare the streaming music service to Netflix, the streaming video service; after all, both were quickly growing subscription-based services that gave consumers media on demand. built a successful company selling additional tools for enterprises to run MongoDB. Zero marginal costs. I am speaking, of course, about Apples new mixed reality. The End of Zero Interest Rates. 74 on the day. Feb 23, 2023 Thursday, February 23, 2023. At first glance, the proposed (and now-withdrawn) acquisition of Harrys Razors by Edgewell Personal Care Co. Stratechery is a popular technology blog and e-mail newsletter written by Ben Thompson with a specific focus on strategy and business. The shamelessness was breathtaking. 198 episodes. Look, this is going to sound crazy. Nvidias stock, already the top performer in the S&P 500 this year, rose 7. Stratechery is a website that provides analysis of the strategy and business side of technology and media, and the impact of technology on society. The last several articles on Stratechery have formed an unintentional series Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship. Monday, June 19, 2017. Monday, October 23, 2023. Dorsey, 45, was serving as both the CEO of Twitter and. Innovation technology, broadly speaking is the only way to grow the pie, and to solve the problems we face that actually exist in any sort of knowable way, from climate change to China, from pandemics to poverty, and from diseases to demographics. Thursday, December 3, 2020. Tuesday, June 6, 2023. Stratechery founder Ben Thompson. Stripe Platform of Platforms. Quest vs. Todays Stratechery Interview is with Eric Wu, the founder and CEO of Opendoor. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or. 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. Just look at the title The misplaced optimism is twofold first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to. 198 episodes. There is a lot of excitement about TSMC's announcements in Arizona, but the reality is a bit more grim, even if the motivations of everyone involved are understandable. View 1 A Win for Amazon. The reasons for this disconnect go. The sandwich workflow is very different from how people are used to working. The Local News Business Model. Monday, April 2, 2018. I am speaking, of course, about Apples new mixed reality. Monday, September 12, 2022. Stratechery is a highly praised newsletter and a podcast, known to provide the clearest insights in the industry. Perhaps its a race, and one boat is winning until it isnt, of course. Operating systems have a special allure to. 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. Cloudflare is ready to launch a new cloud object storage service that promises to be cheaper than the established alternatives, a step the company believes will catapult it into direct competition with AWS and other cloud providers. SB Thanks for having me. Meta Meets Microsoft. Tuesday, January 19, 2021. in the following five years. At the time we discussed Intels ambitious IDM 2. 6 billion dollars. Bill Simmons had a quick aside about Taylor Swift on the most recent episode of his eponymous podcast. Tuesday, April 9, 2019. Zero Trust Information. Meta and Amazon have made a deal that represents the major shift in the e-commerce landscape that has happened over the last four years, thanks to ATT and Amazons shift away from being an Aggregator. Other news, though, is shocking and surprising, and Googles February keynote in Paris which. In this program we seek to explore the massive effect technology is having not just on technology companies, but also on society as a whole. Indeed, that really is the real name for the Unified Content Model everything, in the end, is on its way to freemium. During that time the company has held 33 earnings calls; the company reported a. Six years ago tomorrow, in The Reality of Missing Out, I wrote that the digital advertising market was settled, and Google and Facebook won. Zero marginal costs. Thus we have arrived at a conundrum for open source companies MongoDB leveraged open source to gain mindshare. 345 million. IBM, though, was different every part of the company was about technology indeed, IBM was an entire ecosystem onto itself hardware, software, and services, all tied together with a subscription payment model strikingly similar to todays dominant software-as-a-service approach. Oct 18, 2023 OpenAIs Misalignment and Microsofts Gain. Neither are quite right. Nvidia investors have been in the valley before This chart, though, is not from the last two years, but rather from the beginning of 2017 to the beginning of 2019; here is 2017 to today Three big things happened to Nvidias business over the last three years that drove the price to unprecedented heights. Dithering covers some of the same topics as Stratechery the. This is why I suspect that Internet 2. Apple is both straight-forward and predictable; I wrote that the iPhone company would likely win when the lawsuit was filed, and argued that the law was firmly on Apples. Explore Stratechery by Concepts Companies Topics Search. 0 out of 5. Stripe Platform of Platforms. 1 He is also the co-host of Exponent with James Allworth and Dithering with John Gruber, all podcasts focused on the same themes. The nonsensical tie-in has long been one of my favorite PR genres, and the coronavirus crisis has created a whole host of examples; Casey Newton posted a particularly egregious one Someone pitched me a story on the 55th anniversary of the BASIC computer language and this was the angle. Thursday, October 28, 2021. If you already have a subscription, sign in. Monday, May 15, 2023. Good morning, Todays Stratechery Interview is with Intel CEO Pat Gelsinger. The story of Windows decline is relatively straightforward and a classic case of disruption The Internet dramatically reduced application lock-in. Explore Stratechery by Concepts Companies Topics Search. Propri&233;taire du titre depuis 1898, la famille. The TikTok War. Myth 4 Advertising is Dying. How much does Ben Thompson's Stratechery, a blog and podcast about technology and culture, earn from its content subscription business model This article. Listen to the latest episodes of Exponent Podcast, a weekly show with James Allworth. Aggregators seek to serve the maximum number of consumers. Oct 25, 2022 3 for 630 million. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google IO, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apples iOS introductions at WWDC). Dithering covers some of the same topics as Stratechery the Dithering. Facebook announced Facebook Shops. 1 billion. Netflix's earnings show that its ad business is doing even better than expected, and that its movie release strategy is right to be different. That Stratechery article, by the way, was about how German publishers were taking Google to court to demand compensation for article snippets that appeared on Google News. 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. Thus we have arrived at a conundrum for open source companies MongoDB leveraged open source to gain mindshare. Aggregation Theory is a completely new way to understand business in the Internet age. aggregators) come to dominate the industries in which they compete in a systematic and predictable way. First, a human has a creative impulse, and gives the AI a prompt. Wednesday, March 11, 2020. Monday, March 27, 2023. Tuesday, June 6, 2023. 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. Thursday, July 29, 2021. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Zero marginal costs. Sync the audio file to an iPod. Oct 31, 2022 Myth 4 Advertising is Dying. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. Ben Thompson is the author of Stratechery, a blog about the business and strategy of technology. The simplified story of Netflixs founding starts with Reed Hastings grumbling over a 40 late charge from Blockbuster, and ends with the brick-and-mortar giant going bankrupt as customers came to prefer online rentals from Netflix, with streaming providing the final coup de grce. The Daily Update is intended for a single recipient, but occasional forwarding is totally fine If you would like to order multiple subscriptions for your team with a group discount (minimum 5), please contact me directly. 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. The Great Bifurcation. Its Time to Split Up Microsoft. Nvidia investors have been in the valley before This chart, though, is not from the last two years, but rather from the beginning of 2017 to the beginning of 2019; here is 2017 to today Three big things happened to Nvidias business over the last three years that drove the price to unprecedented heights. The last several articles on Stratechery have formed an unintentional series Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship. Dorsey, 45, was serving as both the CEO of Twitter and. Wednesday, March 24, 2021. The obvious analogy to Facebooks announcement that it is renaming itself Meta and re-organizing its financials to separate Family of Apps Facebook, Messenger, Instagram, and WhatsApp from Facebook Reality Labs is Googles 2015 reorganization to Alphabet, which separated Google. 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. Six years ago tomorrow, in The Reality of Missing Out, I wrote that the digital advertising market was settled, and Google and Facebook won. angelia white xxx, craigslist ph
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Business schools suggest that with the right frameworks, an executive can understand how to manage all kinds of problems what happens, though, when many of the inputs to those frameworks are zero Zero distribution costs. In a June 2007 interview, again with Businessweek, Christensen reiterated that the iPod was doomed, and further predicted that the iPhone would not be successful 1. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85 countries who want to understand tech and its impact on society. Monday, June 25, 2018. aggregators) come to dominate the. An Interview with Replika Founder and CEO Eugenia Kuyda. It follows, then, that debates around companies like Google that use. 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. Monday, December 6, 2021. Mar 27, 2023 ChatGPT Gets a Computer. Wednesday, September 13, 2017. Ben has interviewed Mark Zuckerberg, Jensen Huang,. The End of Silicon Valley (Bank) Monday, March 13, 2023. Never-Ending Niches. Distribution and Demand. By far the most well-known game in game theory is the Prisoners Dilemma. Jun 9, 2020 Never-Ending Niches. Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85 countries who want to understand tech and its impact on society. They are also a big moneymaker Apple has been pushing the narrative on Wall Street that it is a services company, fueled by the 30 billion the company has. The OpenAI Keynote. Founded in 2013, Ben Thompson's 120-a-year Stratechery newsletter is beloved by tech executives and venture capitalists in Silicon. From the beginning of Stratechery I have posited that writing about tech is a way to write about everything, given the way in which the Internet is affecting every part of society. This is all build-up to my proposal for what Musk or any other bidder for Twitter, for that matter ought to do with a newly private Twitter. Two of the more famous military sayings are Generals are always preparing to fight the last war, and Never interrupt your enemy while he is making a mistake. The solution to the secular collapse of the PC market is not to. Tuesday, November 7, 2023. With the loss of friction, there is necessarily the loss of everything built on friction, including value, privacy, and livelihoods. To receive it in your podcast player, visit Stratechery. Felix Salmon asked a question on Twitter While Salmons question was driven by the news that AT&T would spin out WarnerMedia and merge it with Discovery, under Discoverys management, it was also prescient given a report in The Information a few hours later that Amazon is considering. Two boats, and a big ocean. Wednesday, March 11, 2020. An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco. In Europe the first three estates are a reference to how society was organized throughout the Middle Ages the First Estate was the church, the second was the nobility, and the third were the commoners. The obvious analogy to Facebooks announcement that it is renaming itself Meta and re-organizing its financials to separate Family of Apps Facebook, Messenger, Instagram, and WhatsApp from Facebook Reality Labs is Googles 2015 reorganization to Alphabet, which separated Google. Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. This week, when the U. And I beheld, and lo a black horse; and he that sat on him had a pair of balances in his hand. Cables Last Laugh. Regretful Accelerationism. Wednesday, March 18, 2015. The iPhone is a sustaining technology relative to Nokia. Tuesday, March 9, 2021. The Department of Justices 1998 complaint against Microsoft accused the company of, amongst other things, tying the Internet Explorer browser to the Windows operating system Internet browsers are separate products competing in a separate product market from PC operating systems, and it is efficient to supply the two products. Cables Last Laugh. He shares his insights on topics such as AI, innovation, markets, and politics, with examples from his own experience and interviews with experts. Facebook; Twitter;. Tuesday, June 21, 2022. The last several articles on Stratechery have formed an unintentional series Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship. One of the earliest Articles I wrote on Stratechery was called Friction If there is a single phrase that describes the effect of the Internet, it is the elimination of friction. Aggregation Theory. Monday, December 18, 2023. Business schools suggest that with the right frameworks, an executive can understand how to manage all kinds of problems what happens, though, when many of the inputs to those frameworks are zero Zero distribution costs. In broad strokes, a U-form organization is organized around expertise, not products in the case of Apple, that means design is one group (under Ive), product. This is ultimately the most important distinction between platforms and Aggregators platforms are powerful because they facilitate a relationship between 3rd-party suppliers and end users; Aggregators, on the other hand, intermediate and control it. 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. Spotifys Aggregation Play. If youre a Stratechery subscriber, it costs 3month or 30year to add it as a bundle. Google IO and the Coming AI Battles. Aggregation Theory should serve as a guidebook for aspiring platform companies, a warning for industries predicated on controlling distribution, and a primer for regulators. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider. Regretful Accelerationism. Wednesday, January 4, 2017. He explains. The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly. Thursday, December 3, 2020. Get personalized recommendations, and learn where to watch across hundreds of streaming providers. The Idea Adoption Curve. Perhaps its a race, and one boat is winning until it isnt, of course. Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance. The company said revenue more than doubled in its fiscal second quarter to about 13. Bob Chapek's failure was about managing expectations; expectations are why the perception of Musk's tenure have switched. In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google IO, which is when the newest version of Android was unveiled (hardware always breaks the tie, including with Apples iOS introductions at WWDC). Strength The App Store. 0 company. The goal of this Article is to explore what those implications might be. Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried Weve learned and struggled for a few years here figuring out how to make a decent phone, he said. The AI then generates a menu of options. Market-Making and Aggregators. Hes in a computer-generated universe that his computer is drawing onto his goggles and pumping into his earphones. Listen to the podcast. In this view, virtual reality is AI, and AI is virtual reality. If youre a Stratechery subscriber, it costs 3month or 30year to add it as a bundle. Aug 3, 2021 Hes in a computer-generated universe that his computer is drawing onto his goggles and pumping into his earphones. Aggregation Theory describes how platforms (i. Jul 14, 2020 The TikTok War. Tech and War. 6 billion dollars. Manifestos and Monopolies. Scott Belsky, welcome to Stratechery. Zero transactions. View 1 A Win for Amazon. Tuesday, June 9, 2020. for 13. 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. Tuesday, April 9, 2019. Stratechery founder Ben Thompson. Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries. Stratechery by Ben Thompson is a website that explores the interplay between business and technology, covering topics such as strategy, innovation, disruption, and evolution. May 12, 2020 Dithering and Open Versus Free. 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. It covers the strategy and business side of technology and media, and the impact of technology on society, with free and paid articles and updates. 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. Oct 18, 2023 OpenAIs Misalignment and Microsofts Gain. More importantly, they still dominate the most effective and lucrative type of Internet. Before getting into the specific announcements, though, the session itself is worth a bit of analysis, particularly the opening from Apple Podcasts Business. If you already have a subscription, sign in. This is the key paragraph This is ultimately the most important distinction between platforms and Aggregators platforms are powerful because they facilitate a relationship between 3rd-party suppliers and end users; Aggregators, on the other hand, intermediate and control it. Business schools suggest that with the right frameworks, an executive can understand how to manage all kinds of problems what happens, though, when many of the inputs to those frameworks are zero Zero distribution costs. I also launched Passport, the new back-end for Stratechery and Dithering, the twice-a-week for-pay podcast I host with John Gruber; Passport remains under development, so stay tuned for updates in 2022. for 13. To receive it in your podcast player, visit Stratechery. . phoenix body rub