Stratechery

Ben Thompson
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Jun 23, 2020 • 14min

The End of OS X

Delve into the origins of OS X and its transformation from classic Mac OS, shaped by the Unix philosophy. Discover how UNIX has influenced modern operating systems, particularly macOS, and the milestones in Apple's journey. Explore the migration of hardcore hackers to Macs and the rise of the iPhone as a key player in Apple's software evolution. Finally, unpack the contrasting application management strategies of iOS and macOS, weighing the benefits of security versus the need for creative innovation.
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Jun 16, 2020 • 16min

Apple, ARM, and Intel

Explore Apple's bold shift from Intel to ARM-based processors for Macs, unlocking greater performance and innovation. Discover the company's commitment to the Mac amidst professional users' concerns and delays. Delve into the ARM vs. x86 debate, navigating the challenges of cloud deployment and the importance of platform consistency. Uncover historical strategic missteps in semiconductor manufacturing and the critical role of American innovation in tech. This journey highlights the future landscape of computing.
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Jun 9, 2020 • 14min

Never-Ending Niches

View Never-Ending Niches on Stratechery. Add Sharp Tech to your podcast player Add Sharp China to your podcast player Add Dithering to your podcast player Add Greatest Of All Talk to your podcast player Subscription Information Member: Socia Bob Email: socialmbob@protonmail.com Manage your account
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May 26, 2020 • 16min

Platforms in an Aggregator World

Explore the shifting dynamics between Shopify and Facebook in e-commerce. Discover how these giants are navigating competition and the importance of collaboration for merchants. The conversation highlights the need for platforms to support each other in customer acquisition rather than compete, revealing insights into the future of online retail.
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May 19, 2020 • 17min

Chips and Geopolitics

Dive into the evolving world of semiconductors and discover TSMC's pivotal role in shaping the industry. Explore how geopolitical tensions, particularly between the U.S. and China, impact manufacturing strategies. The discussion critiques Intel's approach and highlights the urgent need for the U.S. to adapt to maintain its competitive edge. Strategic decisions in chip production may not just influence technology, but also global power dynamics.
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May 12, 2020 • 16min

Dithering and Open Versus Free

Dive into the nuances of content creation and the tension between openness and freedom. The discussion highlights the evolving landscape of subscription versus free delivery models and their impact on creators. Explore how podcast advertising is transforming, drawing parallels with early web marketing, and the risks of centralization by platforms like Spotify. The conversation encourages independent creators to embrace subscription models for a sustainable future.
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Apr 28, 2020 • 18min

The Anti-Amazon Alliance

Unconventional PR tactics during the pandemic reshaped retail, with Google helping retailers sell online. The shift from traditional advertising to digital is explored, focusing on buyer-centric marketing. Amazon's private label practices reveal a trust dilemma, contrasting with Shopify's customer connection strategies. The evolving retail landscape highlights new partnerships, as Google works with Shopify to empower small retailers amidst Amazon's dominance and regulatory challenges.
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Apr 21, 2020 • 16min

How Tech Can Build

Marc Andreessen, co-founder of Netscape and founder of Andreessen Horowitz, shares insights from his journey through tech innovation. He discusses the importance of taking decisive action to tackle challenges, contrasting Taiwan’s proactive approach with Western complacency. Andreessen reflects on how technology helped him escape small-town life and explores the profound impact of the software revolution on traditional industries. He also critiques U.S. infrastructure inadequacies and emphasizes the need for a cultural shift to overcome barriers to innovation.
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Apr 14, 2020 • 19min

Coronavirus Clarity

Dive into the collaboration between tech giants aimed at improving COVID-19 contact tracing with a focus on privacy and public health. Unpack how these companies navigate user consent amid regulatory scrutiny and their impact on industry standards. Explore the vital role social media plays in crisis communication, fostering trust while challenging traditional media's reliance on experts. Discover how the pandemic reshaped the media landscape, highlighting the need for accountability and the evolving dynamics of information dissemination.
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Apr 7, 2020 • 17min

Apple, Amazon, and Common Enemies

The podcast dives into Amazon's recent app changes, revealing Apple’s shift in payment policies and in-app purchase fees. It explores the competitive dynamics between Apple and Amazon in the streaming realm, highlighting potential advantages for Apple. A new partnership brings Apple Music to Amazon Echo, showcasing the ongoing evolution of media consumption. The transformation of Netflix from DVD rentals to original programming is discussed, along with its sustainability in a competitive landscape, especially against Disney+'s strong ecosystem.

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