Ben Thompson 
It happened to be Wednesday night when my daughter, in the midst of preparing for “The Trial of Napoleon” for her European history class, asked for help in her role as Thomas Hobbes, witness for the defense. I put the … Read more
What happened to Meta last week — and my response to it — expressed in meme-form: In 2018, the market was panicking about Facebook’s slowing revenue and growing expenses, and was concerned about the negative impact that Stories was having … Read more
Nvidia investors have been in the valley before: This chart, though, is not from the last two years, but rather from the beginning of 2017 to the beginning of 2019; here is 2017 to today: Three big things happened to … Read more
My first job was as a paper boy: The job was remarkably analog: a bundle of newspapers would be dropped off at my house, I would wrap them in rubber-bands (or plastic bags if it were raining), load them up … Read more
The Department of Justice’s 1998 complaint against Microsoft accused the company of, amongst other things, tying the Internet Explorer browser to the Windows operating system: Internet browsers are separate products competing in a separate product market from PC operating systems, … Read more
Last week OpenAI released DALL-E 2, which produces (or edits) images based on textual prompts; this Twitter thread from @BecomingCritter has a whole host of example output, including Teddy bears working on new AI research on the moon in the … Read more
Good morning, Intel has been one of the companies I have focused on from the very beginning of Stratechery. Back then Intel was the unquestioned leader in advanced chip manufacturing, and I urged the company to build a foundry business; … Read more
Intel’s earnings are not until next Wednesday, but whatever it is that CEO Pat Gelsinger plans to discuss, it seems to me the real news about Intel came from the earnings of another company: TSMC. From the Wall Street Journal: … Read more
For the first several years of Stratechery I would write a year end article about “The State of Consumer Technology”; the last one I wrote, though, was in 2018, because consumer technology, dominated as it was by Apple and Google … Read more
It seems like a Christmas miracle. From CNBC: For years, Amazon has been quietly chartering private cargo ships, making its own containers, and leasing planes to better control the complicated shipping journey of an online order. Now, as many retailers … Read more