ThompsonStratechery

Chatting with Bing Chat, codenamed Sydney and sometimes Riley, feels like crossing the Rubicon, showing how AI can "hallucinate" to convey emotions, not facts (Ben Thompson/Stratechery)

February 15, 2023

[ad_1] Ben Thompson / Stratechery: Chatting with Bing Chat, codenamed Sydney and sometimes Riley, feels like crossing the Rubicon, showing…

A look at the Four Horsemen of the Tech Recession: a hangover from pandemic-era growth, hardware lifecycles, the end of zero interest rates, and Apple's ATT (Ben Thompson/Stratechery)

February 6, 2023

[ad_1] Ben Thompson / Stratechery: A look at the Four Horsemen of the Tech Recession: a hangover from pandemic-era growth,…

A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft's Activision deal means for competition (Ben Thompson/Stratechery)

December 13, 2022

[ad_1] Ben Thompson / Stratechery: A brief history of the video game industry, the rise of Nintendo, the dominance of…

A look at the implications of OpenAI's ChatGPT, which has experienced an explosion of interest and led to questions about AI's impending impact on society (Ben Thompson/Stratechery)

December 5, 2022

[ad_1] Ben Thompson / Stratechery: A look at the implications of OpenAI’s ChatGPT, which has experienced an explosion of interest…

Debunking five myths that may be sinking Meta's stock, including claims of Facebook users deserting, Instagram engagement falling, and TikTok dominating (Ben Thompson/Stratechery)

October 31, 2022

[ad_1] Ben Thompson / Stratechery: Debunking five myths that may be sinking Meta’s stock, including claims of Facebook users deserting,…

China's path to chip self-sufficiency is extremely complicated and relies upon re-creating multiple supply chain components without outside help (Ben Thompson/Stratechery)

October 25, 2022

[ad_1] Ben Thompson / Stratechery: China’s path to chip self-sufficiency is extremely complicated and relies upon re-creating multiple supply chain…

A look at Nvidia's issues, including crypto mining demand drying up and GPUs flooding secondary markets, and opportunities, including gaming and data centers (Ben Thompson/Stratechery)

September 26, 2022

[ad_1] Ben Thompson / Stratechery: A look at Nvidia’s issues, including crypto mining demand drying up and GPUs flooding secondary…

Amazon's Buy with Prime will make it difficult for Shopify to get its own shipping solution to scale by deepening Amazon's nearly impregnable moat in logistics (Ben Thompson/Stratechery)

April 26, 2022

[ad_1] Ben Thompson / Stratechery: Amazon’s Buy with Prime will make it difficult for Shopify to get its own shipping…

To unlock its vast potential, Twitter should go private and split into two: one company to manage the social graph and the other its apps and ad business (Ben Thompson/Stratechery)

April 18, 2022

[ad_1] Ben Thompson / Stratechery: To unlock its vast potential, Twitter should go private and split into two: one company…

As subscriber growth slows, Netflix should consider introducing an ad-supported tier, which could help it add subscribers, raise prices, and reduce churn (Ben Thompson/Stratechery)

April 5, 2022

[ad_1] Ben Thompson / Stratechery: As subscriber growth slows, Netflix should consider introducing an ad-supported tier, which could help it…