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 …
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 ...
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.
Concepts - Stratechery by Ben Thompson
Explore Stratechery by: Concepts | Companies | Topics | Search Aggregation Theory Disruption Theory Incentives Technology and Society Evolution of Technology Media Strategy and Product Management
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.
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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
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.
Apple, ARM, and Intel – Stratechery by Ben Thompson
Jun 16, 2020 · Node sizes are not an exact measure; most industry experts consider TSMC’s 7nm node size to be comparable to Intel’s 10nm size ↩. This number is extremely hard to source; but to the degree I am off it is by the tens of dollars, not hundreds ↩. I first used this quote in Andy Grove and the iPhone SE ↩. Noyce and Gordon Moore would form Intel with a large number of Fairchild employees ...
AI and the Big Five – Stratechery by Ben Thompson
Jan 9, 2023 · There is so much more to write about AI’s potential impact, but this Article is already plenty long. OpenAI is obviously the most interesting from a new company perspective: it is possible that OpenAI will become the platform on which all other AI companies are built, which would ultimately mean the economic value of AI outside of OpenAI may be fairly modest; this is also the bull case for ...
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 vertically integrate. I always go back, there’s what is the Gates/Grove model, and then let’s call it the Apple or maybe the new Google model, which is the vertical integration model.