Intel’s Death and Potential Revival – Stratechery by Ben Thompson
Dec 9, 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 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 ...
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.
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 …
About – Stratechery by Ben Thompson
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Stratechery by Ben Thompson – On the business, strategy, and …
Box’s route to its IPO, ten years ago this month, was a difficult one: the company first released an S-1 in March 2014, and potential investors were aghast at the company’s mounting losses; the company took a down round and, eight months later, released an updated S-1 that created the template for money-losing SaaS businesses to explain themselves going forward:
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.
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.
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 ...
Meta Earnings, Measuring Meta’s Spending, Meta Recommendations
Nov 4, 2024 · Meta's earnings were as expected, as long as you accept the reality that the company won't stop spending. Plus, removing constraints on feeds could lead to more efficient recommendations.