follow.it gives you an easy way to subscribe to Stratechery's news feed! Click on Follow below and we deliver the updates you want via email, phone or you can read them here on the website on your own news page.
You can also unsubscribe anytime painlessly. You can even combine feeds from Stratechery with other site's feeds!
Title: Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
Is this your feed? Claim it!
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stra...
Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.
Intel's earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?
Good morning,
As I noted yesterday, today’s Stratechery Interview is early in terms of my timing — Tuesday instead of Thursday — and late in terms of delivery — 1pm Eastern instead of 6am — because the topic was embargoed. That embargo created a bit of a weird situation for me over the last several days:
Last Friday I conducted the following interview with <...I finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR.