Tag Archives: Stratechery

The App Store charts tell the story, at least for the first week of AI-generated video apps: This doesn’t, somewhat embarrassingly, match my initial impressions: I liked the Vibes addition to the MetaAI app and was somewhat cool on Sora. I spent much of last week’s episode of Sharp Tech exploring why my initial impressions were so off base, and …

Good morning, This week’s Stratechery Interview is with YouTube CEO Neal Mohan. Mohan joined Google as part of the DoubleClick acquisition in 2007, and became the Senior Vice President of Display and Video Ads. Then, in 2015, Mohan moved to YouTube to become Chief Product Officer, and succeeded Susan Wojcicki as CEO in 2023. The occasion for this interview was …

Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases iPhone prices Subscribe to Stratechery Plus for full access. $15 / month or $150 / year With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, …

Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too important to undo. Subscribe to Stratechery Plus for full access. $15 / month or $150 / year With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of …

Nvidia’s earning continue to be governed by supply — and reasoning models make that even more the case. Plus, why Nvidia is so desperate to get back into China. Subscribe to Stratechery Plus for full access. $15 / month or $150 / year With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp …

Now that everyone is using ChatGPT, the lazy columnist’s trick of quoting Wikipedia to open an Article is less cliché than it is charming (at least that’s my excuse). Anyhow, here is Wikipedia’s definition of “steelmanning”: A steel man argument (or steelmanning) is the opposite of a straw man argument. Steelmanning is the practice of applying the rhetorical principle of …

GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs. Subscribe to Stratechery Plus for full access. $15 / month or $150 / year With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. Stratechery UpdateSubstantial analysis …