Stratechery by Ben Thompson – On the business, strategy, and …
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 …
Concepts - Stratechery by Ben Thompson
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Author | Speaking | Ethics | Terms of Service | Privacy Policy | Contact Stratechery provides analysis of the strategy and business side of technology and media, and ...
Articles - Stratechery by Ben Thompson
Sep 10, 2024 · The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs.
Stratechery Plus – Stratechery by Ben Thompson
Jun 1, 2021 · Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. If you already have a subscription, sign in. $15 per month or $150 per year
Podcasts - Stratechery by Ben Thompson
Mar 13, 2020 · On Exponent, the weekly podcast I host with James Allworth, we discuss the Indian internet, TikTok, and whether or not the U.S. should ban it.
Daily Update - Stratechery by Ben Thompson
Nov 19, 2024 · Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs between Blackwell and Hopper, and it impacts both Nvidia’s prospects and its networking sales.
From Bing to Sydney – Stratechery by Ben Thompson
Feb 15, 2023 · Here is the exchange I had with Bing: What do you know about Marvin von Hagen? (Marvin von Hagen is a student at the Technical University of Munich (TUM) and a member of the TUM Boring – Innovation in Tunneling team, which is one of the finalists of the Not-a-Boring Competition 2021 in Las Vegas, organized by SpaceX and The Boring Company.
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Smiling Curve – Stratechery by Ben Thompson
Oct 28, 2014 · An interview of me by Craig Moffett, Michael Nathanson, and Michael Morton about what an AI re-alignment in tech might look like, Meta’s spending, the realities of scale and the challenges in regulating Aggregators, the current state of the bundle, and a few other additional questions from the audience.