Stratechery by Ben Thompson – On the business, strategy, and …
Oct 8, 2024 · Tech’s Two Philosophies. In 2018 I described Tech’s Two Philosophies using the four biggest consumer tech companies: Google and Facebook were on one side, and Apple and Microsoft on the other. In Google’s view, computers help you get things done — and save you time — by doing things for you. Duplex was the most impressive example ...
About - Stratechery by Ben Thompson
Author. Stratechery is written by me, Ben Thompson. I am based in Taipei, Taiwan, and am fully supported by my work at Stratechery. I’ve worked previously at Apple (interned), Microsoft, and Automattic, where I focused on strategy, developer relations, and marketing for Apple University, Windows, and WordPress.com.
OpenAI – Stratechery by Ben Thompson
Dec 5, 2022 · OpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top. Wednesday, October 2, 2024Wednesday, October 2, 2024. OpenAI DevDay 2024 was yesterday, and it was a stark difference to DevDay 2023. That’s a symptom of the wrenching changes OpenAI is undergoing in the wake of the unexpected success of ChatGPT.
Horizontal Versus Vertical – Stratechery by Ben Thompson
Two Microsofts November 11, 2014. My well-chronicled frustration with Microsoft’s corporate strategy comes down to one point: I don’t think any company should have both horizontal (i.e. services) and vertical (i.e. devices) businesses. It creates conflicting incentives: a horizontal business should be great on every platform, while a ...
Terraform Industries – Stratechery by Ben Thompson
May 30, 2024 · An Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution. Thursday, May 30, 2024. An interview with Casey Handmer about the solar energy revolution, including why solar is winning economically, why it’s better than nuclear, and the long-term implications of energy abundance.
Enterprise Philosophy and The First Wave of AI
Sep 24, 2024 · That right there is a man riding a bike. Microsoft Copilot. Microsoft is meanwhile — to the extent you count their increasingly fraught partnership with OpenAI — in the lead technically as well. Their initial product focus for AI, however, is decidedly on the side of being a tool to, as their latest motto states, “empower every person and every organization on the planet to …
TSMC Earnings, The AI Milestone – Stratechery by Ben Thompson
Tuesday, August 20, 2024. TSMC's earnings included the milestone of high-performance computing — including AI — surpassing smartphones; the next milestone is Apple no longer being TSMC's leading-edge customer. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. If you already have a subscription, sign in.
Stratechery by Ben Thompson – On the business, strategy, and …
Tuesday, September 24, 2024. The popular history of technology usually starts with the personal computer, and for good reason: that was the first high tech device that most people ever used. The only thing more impressive than the sheer audacity of “A computer on every desk and in every home” as a corporate goal, is the fact that Microsoft ...
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Boomer Apple – Stratechery by Ben Thompson
Sep 10, 2024 · The results speak for themselves: this past “down” quarter saw Apple rake in $50.6 billion in revenue and $10.5 billion in profit. Over the last nine years the iPhone alone has generated $600 billion in revenue and nearly $250 billion in gross profit. It is probably the most valuable — the “best”, at least from a business perspective ...