And now, starting today, Stratechery Plus subscribers can get exclusive access to Asianometry’s content in newsletter and podcast form. The Asianometry YouTube Channel will remain free and Jon’s primary focus, but from now on all of his content will be simultaneously released as a transcript and podcast. Stratechery Plus subscribers can head over to the new Asianometry Passport site to ...

The Celtics Get Rocked in Los Angeles, Good Players Who Make Bad Decisions, All-Star Starters and Assorted Nonsense

Jan 20, 2025 · Stratechery is on holiday from December 23, 2024 to January 6, 2025; the next Stratechery Update will be on Tuesday, January 7. In addition, the next episode of Sharp Tech will be on Monday, January 6, the next episode of Dithering will be on Tuesday, January 7.

Jan 20, 2025 · Visit the post for more. o1/o3 points the way to AGI, which is AI that can complete tasks; it may take longer for most companies to adopt them than you might think — just look at digital advertising.

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:

Jan 20, 2025 · Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.

Nov 7, 2024 · Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.

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.

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.

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.