
Stratechery
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Latest episodes

Feb 6, 2024 • 29min
The Apple Vision Pro
Dive into the evolution of Apple’s devices, from the iPod to the Vision Pro, and explore their impact on tech. Discover the pros and cons of the Vision Pro, weighing its immersive entertainment features against productivity trade-offs. Learn how this new device can revolutionize personal media experiences, including tailored entertainment for small screens. Finally, compare augmented reality and virtual reality capabilities, addressing user challenges and what sets Apple apart from its competitors.

Jan 30, 2024 • 22min
Intel's Humbling
Dive into the tumultuous journey of Intel as they navigate leadership shifts and strategic challenges in semiconductor manufacturing. Explore the fierce competition they face, particularly in the data center segment, and their ambitious 18A technology. Discover their partnership with United Microelectronics Corp to enhance production capabilities. Compare Intel’s strategies with TSMC’s adaptability in a rapidly evolving market, highlighting Intel’s historical struggles and their quest for a comeback through innovation and acquisitions.

Jan 22, 2024 • 20min
The Apple Vision Pro's Missing Apps
The discussion highlights the Apple Vision Pro's focus on media consumption over productivity. It considers how this innovative device could revolutionize personal viewing and home theaters. Key challenges in the app ecosystem are explored, particularly regarding Apple's revenue sharing and the absence of major streaming services like Netflix and YouTube. The implications of these missed opportunities on user experience and content accessibility are analyzed, suggesting possible collaborations to enhance the Vision Pro's app offerings.

Jan 8, 2024 • 27min
The New York Times' AI Opportunity
The podcast dives into the plagiarism allegations against Claudine Gay, revealing a generational clash over authority and academic integrity. It discusses how individuals redefine their identities in the digital realm, contrasting traditional institutional power. A pivotal lawsuit from The New York Times against AI giants raises urgent copyright concerns, highlighting complexities in content usage. The conversation also addresses the evolving landscape of journalism, emphasizing a shift towards subscription models, as outlets adapt to the challenges posed by AI.

Dec 18, 2023 • 27min
Google's True Moonshot
The podcast dives into the development hurdles of Google's digital assistant, comparing it to Siri and Alexa. It tackles the antitrust challenges Google faces after losing its default status in Apple's ecosystem. The discussion covers Google's ambitions in machine learning with TensorFlow and its partnerships, particularly with NVIDIA. A controversial demo of the Gemini AI raises questions about its true capabilities. Finally, the podcast explores the integration of Gemini within Google's product ecosystem and the competitive landscape impacting its future.

5 snips
Dec 5, 2023 • 18min
Regretful Accelerationism
The podcast tackles the controversial rise of AI-generated content in journalism, highlighting challenges to authenticity and quality. It scrutinizes the digital versus physical reality dichotomy amid an energy crisis, and discusses how programmatic advertising impacts content creators. The rise of generative AI brings issues of inaccuracies, affecting social media interactions and SEO integrity. Finally, it advocates for subscription models over ad-supported media, aiming to enhance accountability and foster a deeper understanding of public discourse.

Nov 20, 2023 • 21min
OpenAI's Misalignment and Microsoft's Gain
Delve into the recent leadership chaos at OpenAI, revealing the surprise exit of its CEO and the rise of a new leader. Discover the nonprofit motivations behind AI advancements and the challenges of a corporate shift toward profit. Examine the dynamics of OpenAI's strategic partnership with Microsoft and how it may reshape the AI landscape. The discussion also highlights the erosion of trust within OpenAI and the shifting power dynamics that could influence the future of technology and innovation.

Nov 7, 2023 • 23min
The OpenAI Keynote
The transformation of tech keynotes over the years takes center stage, highlighting AI's evolving role. Key moments from the OpenAI Developer Conference showcase thrilling innovations in AI and hardware. There's a focus on enhancements in the GPT-4 API, fostering developer creativity and collaboration with Microsoft. Discussions on the Code Interpreter illustrate its advanced capabilities, while consumer behavior’s impact on technology decisions is examined. Lastly, the balance between convenience and accuracy in AI interactions is explored, reflecting the complexities in the tech landscape.

Nov 1, 2023 • 19min
Attenuating Innovation (AI)
The podcast kicks off with a look at Microsoft's past struggles with mobile OS and antitrust issues, contrasting its design philosophy with Apple's. It transitions to the evolution from PCs to smartphones, showcasing how one company foresaw market demands while another faltered. The discussion continues with the merging of technologies and the urgency for effective AI regulation. Major tech firms' strategies around AI are scrutinized, alongside a critique of new regulations that may stifle innovation instead of promoting it, emphasizing the need for a positive outlook on AI advancements.

Oct 18, 2023 • 13min
China Chips and Moore's Law
Explore the nuances of Moore's Law as it relates to the latest advancements in semiconductors. Discover the fallout from U.S. export restrictions on AI chips and how companies like NVIDIA are adapting. Dive into the geopolitical tensions that shape the future of computing power and the implications for global technology markets.