Meta’s AI Abundance – Stratechery by Ben Thompson
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.
Stratechery by Ben Thompson – On the business, strategy, and …
Gelsinger: We had a mutual friend that found out that we had Mr. CISC working as a student of Mr. RISC, the commercial versus the university, the old versus the new, teacher versus student. We had public debates of John and Pat. And Bear Stearns had a big investor conference, a couple thousand people in the audience, and there was a public debate of RISC versus CISC at the time, of John versus ...
About - Stratechery by Ben Thompson
Author | Speaking | Ethics | Terms of Service | Privacy Policy | Contact Stratechery provides analysis of the strategy and business side of technology and media, and ...
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 …
An Interview with AMD CEO Lisa Su About Solving Hard Problems
Jun 6, 2024 · Good morning, This week’s Stratechery Interview is with AMD CEO Lisa Su.Su began her career at Texas Instruments, after earning her PhD in electrical engineering at MIT, where she played a significant role in developing silicon-on-insulator transistor technology.
Elon Dreams and Bitter Lessons – Stratechery by Ben Thompson
Oct 15, 2024 · In the days after SpaceX’s awe-inspiring Starship launch-and-catch — watch the first eight minutes of this video if you haven’t yet — there was another older video floating around on X, this time of Richard Bowles, a former executive at Arianespace, the European rocket company.The event was the Singapore Satellite Industry Forum, and the year was 2013:
An Interview with Salesforce CEO Marc Benioff about AI Abundance
Oct 25, 2024 · Good morning, This week’s Stratechery Interview is with Salesforce Founder and CEO Marc Benioff.Salesforce is one of the most important companies in tech history. After a rocketship ascent at Oracle, Benioff realized that the Internet would enable an entirely new way of serving enterprise software, via the cloud.
The Gen AI Bridge to the Future – Stratechery by Ben Thompson
Dec 2, 2024 · In the beginning was the mainframe. In 1945 the U.S. government built ENIAC, an acronym for Electronic Numerical Integrator and Computer, to do ballistics trajectory calculations for the military; World War 2 was nearing its conclusion, however, so ENIAC’s first major job was to do calculations that undergirded the development of the hydrogen bomb.
A Chance to Build – Stratechery by Ben Thompson
Nov 18, 2024 · Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have, relative to most other manufactured goods, minimal marginal costs; this economic reality helped drive the development of the venture capital model, which provided unencumbered startup capital to ...
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott …
May 23, 2024 · Good morning, This week we have two Stratechery Interviews: the first is with Microsoft CEO Satya Nadella, and the second is with Microsoft CTO Kevin Scott.I have interviewed both previously: May 2019 with Nadella; April 2020 with Nadella and Adam Silver; October 2022 with Nadella and Meta CEO Mark Zuckerberg; February 2023 with Scott and Sam Altman; The context of these interviews were the ...