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 …
Stratechery by Ben Thompson – On the business, strategy, and …
Dec 12, 2024 · 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 …
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 ...
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 …
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 …
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 …
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, …
An Interview with Walmart CEO Doug McMillon About …
Apr 25, 2024 · Good morning, This week’s Stratechery Interview is with Walmart CEO Doug McMillon.McMillon started working in a Walmart warehouse in high school, and is today the …
AI Integration and Modularization – Stratechery by Ben Thompson
May 29, 2024 · Satya Nadella, in last week’s Stratechery Interview, said in response to a question about Google and AI:. I look at it and say, look, I think there’s room always for somebody 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 …