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Title: Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

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Good morning,

This week’s Stratechery Interview is with Atlassian founder and CEO Mike Cannon-Brookes. Cannon-Brookes and Scott Farquhar — whom href="https://stratechery.com/2017/the-future-of-enterprise-software-atlassian-earnings-an-interview-with-scott-farquhar/" target="_bl...

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AWS re:Invent sought to present AI solutions in the spirit of AWS' original impact on startups; the real targets may be the startups from that era, not the current one.

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OpenAI is declaring code red and doubling down on ChatGPT, highlighting the company's bear case. Then, AWS makes it easier to run AI workloads on other clouds.

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A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect representation of the hero’s journey. You have Luke, bored on Tatooine, called to adventure by a mysterious message born by R2-D2, that he initially refuses; a mentor in Obi-Wan Kenobi leads him across the thresh...

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Anthropic's Opus 4.5 appears to be a big breakthrough that slots into Anthropic's enterprise strategy, while ChatGPT gets new consumer features, and Meta might use Google's TPUs

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