Jan 27, 2025 · Third, reasoning models like R1 and o1 derive their superior performance from using more compute. To the extent that increasing the power and capabilities of AI depend on more compute is the extent that Nvidia stands to benefit!

And now, starting today, Stratechery Plus subscribers can get exclusive access to Asianometry’s content in newsletter and podcast form. The Asianometry YouTube Channel will remain free and Jon’s primary focus, but from now on all of his content will be simultaneously released as a transcript and podcast. Stratechery Plus subscribers can head over to the new Asianometry Passport site to ...

Deadline Winners and Losers: The Lakers and Their PPP Loan, Golden State’s Bet on Jimmy, Kuz Kontrol, and More

Oct 29, 2024 · Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop, and write an Article that says Meta is fine — better than fine even — and sit back and watch the take be proven correct.

Jan 22, 2025 · Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.

Dec 19, 2024 · Other Articles this year included: The Apple Vision Pro’s Missing Apps | Sora, Groq, and Virtual Reality | Meta and Open | Meta and Reasonable Doubt | The Great Flattening | Windows Returns | Crashes and Competition | Boomer Apple Stratechery Interviews. Thursdays are for Stratechery Interview — in podcast and transcript form — with public company executives, founders and private company ...

May 12, 2020 · Stratechery is launching a new podcast: Sharp Tech with Ben Thompson. In addition, the Stratechery Update subscription has now been expanded to the Stratechery Plus subscription, including the Stratechery Update, Stratechery Interviews, Sharp Tech, and Dithering.

Jan 28, 2025 · An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.

Oct 3, 2024 · Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.

An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents. Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple ...