Daily Update
Archive of Daily Emails for Stratechery Members
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FTC Sues Adobe, The Legal Question, The Value of Doing Right
Adobe is being sued by the FTC for dark patterns; the patterns aren’t that dark, but it’s hard to find any justification for Adobe’s choices. Doing the right thing would have been better business in the long run.
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The Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk
More on Apple AI, including details about its “deal” with OpenAI, new App Store regulation in Japan, and why Apple needs developers more than ever.
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An Interview with Daniel Gross and Nat Friedman About Apple and AI
An interview with Danial Gross and Nat Friedman about Apple’s impressive WWDC keynote, whether or not we are in a bubble, and the future outlook for AI.
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How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live
Understanding how Apple Intelligence works explains Apple’s advantageous position; then, how Apple might still fall short, and two takeaways from Apple executives speaking to John Gruber
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[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
Apple’s WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept Apple’s terms.
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An Interview with AMD CEO Lisa Su About Solving Hard Problems
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.
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Databricks Buys Tabular, The End of Software?
Understanding why Databricks bought Tabular, and why there will still be a market for software in the future.
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Nvidia at Computex, Nvidia’s Roadmap, Horizontal Nvidia
Nvidia’s keynote was notable for how different it was than GTC in March. It was more like the Nvidia of old, and that misses the mark of how the company has won.
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Computex 2024, Is AWS Modular or Integrated?
Computex 2024 feels like a big deal, as AI returns the focus to hardware; then, why I think AWS’s AI efforts are modular, even as its overall cloud is integrated.
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An Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution
An interview with Casey Handmer about the solar energy revolution, including why solar is winning economically, why it’s better than nuclear, and the long-term implications of energy abundance.